A Microsoft Office (Excel, Word) forum. OfficeFrustration

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.

Go Back   Home » OfficeFrustration forum » Microsoft Excel » General Discussion
Site Map Home Register Authors List Search Today's Posts Mark Forums Read  

Roll up detail to summary in separate files



 
 
Thread Tools Display Modes
  #1  
Old December 21st, 2009, 09:04 PM posted to microsoft.public.excel.misc
nitengale
external usenet poster
 
Posts: 14
Default Roll up detail to summary in separate files

I have 2 worksheets - I am looking to do a lookup by date and populate a
subtotal.

the 1st has transaction level details by day.
i.e.
12/1 $1
12/1 $2
12/1 $3
12/2 $4
12/3 $5
12/3 $6

the 2nd has totals by day.
12/1 $6
12/2 $4
12/3 $11

I am looking to place a formula in the 2nd sheet to eliminate having to key
the daily total in.

Any suggestions what formula to use? Thanks!

  #2  
Old December 21st, 2009, 09:19 PM posted to microsoft.public.excel.misc
CM
external usenet poster
 
Posts: 161
Default Roll up detail to summary in separate files

on second sheet: list each day in column A; in column B:

=SUMIF(Sheet1!E1:E5,A1,Sheet1!F1:F5) where e1:e5 and f1:f5 represent your
daily data on sheet1. copy down beside each day on sheet 2.

--
hope to help,
cm


"nitengale" wrote:

I have 2 worksheets - I am looking to do a lookup by date and populate a
subtotal.

the 1st has transaction level details by day.
i.e.
12/1 $1
12/1 $2
12/1 $3
12/2 $4
12/3 $5
12/3 $6

the 2nd has totals by day.
12/1 $6
12/2 $4
12/3 $11

I am looking to place a formula in the 2nd sheet to eliminate having to key
the daily total in.

Any suggestions what formula to use? Thanks!

  #3  
Old December 21st, 2009, 09:34 PM posted to microsoft.public.excel.misc
nitengale
external usenet poster
 
Posts: 14
Default Roll up detail to summary in separate files

This works great - thank you!

Maybe you can also answer if I wanted to carry this to the next level and
add in another item. If I have a column that segregates customer A and
customer B. How would I add to the formula that I only want to pull values
for customer A?

"cm" wrote:

on second sheet: list each day in column A; in column B:

=SUMIF(Sheet1!E1:E5,A1,Sheet1!F1:F5) where e1:e5 and f1:f5 represent your
daily data on sheet1. copy down beside each day on sheet 2.

--
hope to help,
cm


"nitengale" wrote:

I have 2 worksheets - I am looking to do a lookup by date and populate a
subtotal.

the 1st has transaction level details by day.
i.e.
12/1 $1
12/1 $2
12/1 $3
12/2 $4
12/3 $5
12/3 $6

the 2nd has totals by day.
12/1 $6
12/2 $4
12/3 $11

I am looking to place a formula in the 2nd sheet to eliminate having to key
the daily total in.

Any suggestions what formula to use? Thanks!

  #4  
Old December 21st, 2009, 09:49 PM posted to microsoft.public.excel.misc
CM
external usenet poster
 
Posts: 161
Default Roll up detail to summary in separate files

assuming customer name is in column D:
=SUMPRODUCT((Sheet1!E1:E5=B1)*(Sheet1!D15=A1)*(S heet1!F1:F5))
--
hope to help,
cm


"nitengale" wrote:

This works great - thank you!

Maybe you can also answer if I wanted to carry this to the next level and
add in another item. If I have a column that segregates customer A and
customer B. How would I add to the formula that I only want to pull values
for customer A?

"cm" wrote:

on second sheet: list each day in column A; in column B:

=SUMIF(Sheet1!E1:E5,A1,Sheet1!F1:F5) where e1:e5 and f1:f5 represent your
daily data on sheet1. copy down beside each day on sheet 2.

--
hope to help,
cm


"nitengale" wrote:

I have 2 worksheets - I am looking to do a lookup by date and populate a
subtotal.

the 1st has transaction level details by day.
i.e.
12/1 $1
12/1 $2
12/1 $3
12/2 $4
12/3 $5
12/3 $6

the 2nd has totals by day.
12/1 $6
12/2 $4
12/3 $11

I am looking to place a formula in the 2nd sheet to eliminate having to key
the daily total in.

Any suggestions what formula to use? Thanks!

 




Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

vB code is On
Smilies are On
[IMG] code is Off
HTML code is Off
Forum Jump


All times are GMT +1. The time now is 11:55 PM.


Powered by vBulletin® Version 3.6.4
Copyright ©2000 - 2024, Jelsoft Enterprises Ltd.
Copyright ©2004-2024 OfficeFrustration.
The comments are property of their posters.