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SubTotals Or Pivot Table

  1. #1
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    11-01-2004
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    SubTotals Or Pivot Table

    I have searched the forum to try and find an naswer to my question - apologies if I have overlooked something.

    I have an Excel spreadsheet with the following columns:

    Invoice Number, Invoice Date, Customer Name, Invoice Total

    I have sorted by customer name and then used subtotals to calculate the total value of invoices per customer.

    So I now have a list of all the invoices for each of my (5000) customers and the a subtotal for each. So far so good.

    But I now want to sort the customers by the subtotal amount. So the top of the list would be the customer who has spent the most, together with a list of his invoice numbers and dates.

    I have found out how to extract the subtotals, take them to another worksheet and sort in order. But using this method I lose the list of invoices.

    I would really appreciate being pointed in the right direction.

    Thanks in anticipation.

    Chris

  2. #2
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    06-14-2007
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    Chris... I don't know if this solves your problem or not... if there is an easier way I would be very interested in hearing other solutions... explanation within file. Good luck.

  3. #3
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    02-14-2007
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    28
    what about another column for customer total with a sumif or sumproduct, then this # is constant for each customer name (or id#) then sort descending by this column & add your subtotals.

    Not very fancy but it might achieve your goal.

  4. #4
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    11-01-2004
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    9

    Thank You

    Thank you for the replies - your kind help is much appreciated.

    Whilst studying the suggestions in both replies I stumbled upon a solution. I do not now why this works as Pivot Tables are a real mystery to me still. But just in case it helps someone else:

    I created a Pivot Table with Customer Name in the first column and Sum Of Invoice in the data column. So now I had total spend by customer and sorted the Customer Name column in order of Sum Of Invoice.

    Then, just becuase I could, I added the date column into the data field and ended up with a Pivot Table showing:

    Customer, Invoice Date, Invoice Amount with a row under each customer showing Sum Of Invoice for each customer.

    This is exactly what I wanted (ie the same as the worksheet listing invoices and subtotals for each customer, but sorted on the subtotals)

    I would be interested if anyone can explain to me why this works!

    Thanks.

    Chris

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