+ Reply to Thread
Results 1 to 3 of 3

Summarize Based on Multiple Criteria

  1. #1
    Forum Contributor
    Join Date
    08-19-2006
    MS-Off Ver
    Excel 365
    Posts
    229

    Summarize Based on Multiple Criteria

    Hi ,

    I have a data table as per the attachment in sheet Data. I need to summarize the data as per the table in the sheet Summary based on the following criteria:

    1) Sales manager ranked as BA are the group leaders and their down liners are BB and BC. Every sales manager are assigned a unit number and all sales under that unit number needs to be sum to the group leader.
    2) Only sales managers that their status is A which active needs to be summed. S stands for suspended and T stands for Terminated. Both S and T does not count as they are not active.
    3) The column headings in the data table can change.Meaning the column headings might not always be in the same column. Example, Unit sometimes can be in column A and the next report, the data from IT might show the Unit in column B.The formula needs to be able to look through the column headings and sum based on the criteria above.

    I tried to do this by pivot table but it is not able to sum in the way I wanted as per the above table. I need a formula solution. The reason is I have 5-6 reports to be prepared on daily basis and the rest of the reports I manage to formularize where I just copy and paste the raw data and the summary table populates automatically. For this report, I am currently using a combination of pivot table, vlookup and other manual methods and this takes considerable time as the actual raw data has about 10,000 rows of data.

    Appreciate all the help on how I could formularize the table.

    I have a cross post here:

    http://www.mrexcel.com/forum/excel-q...ml#post4198079
    Attached Files Attached Files

  2. #2
    Forum Moderator Glenn Kennedy's Avatar
    Join Date
    07-08-2012
    Location
    Digital Nomad... occasionally based in Ireland.
    MS-Off Ver
    O365 (PC) V 2403
    Posts
    44,036

    Re: Summarize Based on Multiple Criteria

    Use this in E14, drag across & down

    =SUMIFS(Data!G:G,Data!$B:$B,$B14)
    Attached Files Attached Files
    Glenn




    None of us get paid for helping you... we do this for fun. So DON'T FORGET to say "Thank You" to all who have freely given some of their time to help YOU.

    Temporary addition of accented to illustrate ongoing problem to the TT: L? fh?ile P?draig sona dhaoibh

  3. #3
    Forum Contributor
    Join Date
    08-19-2006
    MS-Off Ver
    Excel 365
    Posts
    229

    Re: Summarize Based on Multiple Criteria

    Hi Kennedy,

    Thanks you for your response.

    1) Is there a way to populate the unit number is ascending order without the duplicates in the summary table and only for units which are active ?
    2) Can the above formula work even if the unit column changes - sometimes the data from IT can place the unit column in column A and sometimes in column B in the raw data.

+ Reply to Thread

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. Summarize Multiple Worksheets Based on Criteria
    By xybadog in forum Excel Programming / VBA / Macros
    Replies: 17
    Last Post: 06-02-2014, 11:28 AM
  2. [SOLVED] summarize information based on criteria using excel
    By zhengzhi8806 in forum Excel Formulas & Functions
    Replies: 2
    Last Post: 12-03-2013, 11:42 AM
  3. [SOLVED] Summarize Based on Criteria
    By Kumara_faith in forum Excel General
    Replies: 6
    Last Post: 07-24-2013, 10:39 AM
  4. Summarize data based on multiple criteria
    By sigil in forum Excel General
    Replies: 3
    Last Post: 01-06-2010, 08:56 PM
  5. Summarize Data using Multiple Criteria
    By karstens in forum Excel Formulas & Functions
    Replies: 5
    Last Post: 01-15-2008, 06:51 PM

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts

Search Engine Friendly URLs by vBSEO 3.6.0 RC 1