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Thread: Invoice Tracking

  1. #1
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    Invoice Tracking

    Apologies if this is simple

    I have a spreadsheet with columns containing:

    Invoice No
    Date of Invoice (by months)
    Value of invoice

    I would like to be able extract invoice values for specific months and place in a table with months along the top so I can establish out of all the invoices, how much will be going out each month, ie, extracy the values for say, March and find the total

    Thanks in advance!!!
    Last edited by Arnoldleg; 08-27-2009 at 02:11 PM.

  2. #2
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    Re: Invoice Tracking

    Take a look at using a Pivot Table - it is designed to allow analysis of such data and permits grouping by days, weeks, months, years, etc.

    If that is not an option, you should post a sample workbook that shows the desired results.
    Last edited by Palmetto; 08-27-2009 at 10:48 AM.

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    Re: Invoice Tracking

    Thanks Palmetto
    I think that may do the job - I'll give it a go and get back to you with any issues. - Thanks again
    Arnold

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    Re: Invoice Tracking

    Palmetto
    I've failed - am going round in circles and am probably being incredibly stupid!
    I've attached a sample file below.
    If you look at the tab named 'Schedule', you'll see what I'm tring to populate.
    The problem I had with pivot tables was the dates due to how the data is inputted on each consultant's page.
    Anything you can suggest would be grately appreciated
    Many Thanks
    Arnold
    Attached Files Attached Files

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    Re: Invoice Tracking

    On the Schedule Sheet, C7 and copied across.

    =SUMPRODUCT((Planning!$C$22:$D$48>=C$6)*(Planning!$C$22:$D$48<=D$6)*(Planning!$C$22:$C$48))

    Cell C8 and copied across.
    =SUMPRODUCT((Architect!$C$22:$D$48>=C$6)*(Architect!$C$22:$D$48<=D$6)*(Architect!$C$22:$C$48))

    Copy the formula down column C and adjust the sheet reference, the copy it across the row. This will work as long as your sheet structure is the same for all of the sheets, whichit seems to be.
    Attached Files Attached Files

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    Thumbs up Re: Invoice Tracking

    Palmetto
    That's great!
    Thank you very much for the prompt response - looking at your formula, I don't think I ever would've got there.
    Thanks again
    Arnold

  7. #7
    Forum Guru Palmetto's Avatar
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    Re: Invoice Tracking

    You're most welcome.

    If you're satisfied with the solution please mark the thread as solved and remember to rate the response.

  8. #8
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    Re: Invoice Tracking

    Apologies
    The response was excellent and very fast too!
    Hopefully I've done the things to mark it as such (I even had to look up how to do that!!)
    Cheers
    Arnold

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