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Automating data analysis

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    Automating data analysis

    Hi,

    I'm new to the forum and new to some of the powerful things you can do in Excel. I recently set up my own home based business and have been trying out lots of new functions in Excel to improve how we record our accounts information and analyse it quickly. But I've hit on a problem I can't solve so I'm hoping someone here can help me out.

    I want to have an automatic summary analysis produced from my expenses data, based on which department I want to classify them to from a dropdown list. In the attached spreadsheet you'll see an example of what I mean. I'd like to program the spreadsheet so that when I enter a new expense and assign it to a department the summary boxes immediately fill in for me, so I don't have to do a manual calculation.

    I've tried using the DSUM formula but can seem to make it select all the expenses related to the sales department and add them up. So I might not be using the right formula.

    Any help at all would be greatly appreciated and will help me to improve my knowledge of Excel.

    Thanks in advance.
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    Forum Moderator Richard Buttrey's Avatar
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    Re: Automating data analysis

    Hi, and welcome to the forum.

    See attached.

    I've added a dynamic range name called 'Data' which will automatically adjust to cover all expense rows on the Expenses tab. I've also added a Pivot Table summary which will automatically refresh every time you select/activate the sheet.

    To make the data work it requires a single row of column labels hence I've slightly modified your data layout and also moved the total line above the data.

    The summary, being a pivot table means that you can freely move field names around and of course filter it as necessary.
    Attached Files Attached Files
    Richard Buttrey

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    Re: Automating data analysis

    Richard, that's fabulous and thanks for responding so quickly. You've saved me a lot of time and pointed me in the right direction of learning how to use pivot tables. Thanks for sharing your knowledge with me. Best wishes Rob

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    Re: Automating data analysis

    Hi again Richard,

    I've played with pivot tables in my spreadsheets and they're great. One last question please, how did you get yours to update automatically please? The only way I can get them to update as new data is added is to manually conduct a refresh. Is it something to do with you creating a dynamic data range? If so please point me in the right direction to set one up. Many thanks Rob

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