If this is your first visit, be sure to check out the FAQ by clicking the link above. You may have to register before you can post: click the register link above to proceed. To start viewing messages, select the forum that you want to visit from the selection below. |
|
|
Thread Tools | Display Modes |
#1
|
|||
|
|||
Summing multiple categories - Help!!!
You could try a Pivot Table (Data menu).
Step1 ; Data = Excel list, Report = Pivot Tbale. Click Next. Step 2 ; select your data on the sheet. Click Next. Step 3 (a - Layout) ; drag Status to Page, Employee to Row, Amount to Data. Click OK. Step 3 (b) ; edit where you want the table positioned if necessary. Click Finish. Once it's on your sheet, you can use the Status dropdown to show "funded" only. Rgds, Andy |
#2
|
|||
|
|||
Summing multiple categories - Help!!!
|
#3
|
|||
|
|||
Summing multiple categories - Help!!!
You can create a pivot table to summarize the data. There are
instructions and links he http://www.geocities.com/jonpeltier/...ivottables.htm For your example, you could add Employee to the Rows area, Status to the Page area, and Amount to the Data area. From the dropdown in the Page field, choose Funded. James D wrote: Hello! I have searched and searched my books and cannot figure out how to accomplish this and am reaching out to all you experts out there for some help! I have a spread sheet that tracks employee production. The employee may have some accounts that actually fund, some that are declined and some that are in an approved status. What I am trying to do is have a field for each employee that tracks only the accounts that are in a "funded" status and place the total amount for all of those next to the employee names. I don't want multiple columns for "funded, aproved, declined, cancelled" and finiding a way to have several criteria for a SUM IF formula has eluded me. See below: A B C D 1 Amount Status Employee 2 100000 funded James 3 100000 approved David 4 100000 funded Sue 5 100000 funded David 6 100000 approved Sue 7 100000 cancelled James 8 100000 funded David 9 100000 declined James 10 100000 funded Sue 11 100000 funded David 12 100000 funded David 13 100000 funded James 14 15 Total Funded 16 James = 17 David = 18 Sue = Any takers? -- Debra Dalgleish Excel FAQ, Tips & Book List http://www.contextures.com/tiptech.html |
#5
|
|||
|
|||
Summing multiple categories - Help!!!
Thank you very much for everyone's help. It truly is appreciated
|
#6
|
|||
|
|||
Summing multiple categories - Help!!!
Many thanks! The Pivot Table was indeed the answer.
|
#7
|
|||
|
|||
Summing multiple categories - Help!!!
Excel ent! Thank you. That is a great function and gave me even more than I asked for.
|
Thread Tools | |
Display Modes | |
|
|