+ Reply to Thread
Results 1 to 3 of 3

Creating a table with sub categories

  1. #1
    Registered User
    Join Date
    01-26-2017
    Location
    CLOSE TEACHER
    MS-Off Ver
    Office10
    Posts
    1

    Question Creating a table with sub categories

    Hi,

    I am sure I am being slow here but i am struggling with what seems basic.

    I want to detail a list of customers and numbers of requests per month. So far so good, I have a list of customers in column A then a row of concurrent months in row 1. I was detailing the number of requests per month for each customer easily but now i also want to detail information on sub-category of requests, so Total Requests and Specific Requests.

    Is there a way to do this without creating a new table?

    Thanks in advance for any assistance!
    A

  2. #2
    Forum Expert
    Join Date
    06-26-2010
    Location
    Austin, TX
    MS-Off Ver
    Excel 2010
    Posts
    1,673

    Re: Creating a table with sub categories

    You'll need some way to differentiate the sub-categories. Maybe two rows for each customer; one for Total versus Specific? I recommend you investigate pivot tables. Google it. It does a good job of creating flexible tables with fairly generic data.
    Pauley
    --------
    If I helped with your issue, I'd appreciate a rep bump (hit the '*' icon to the bottom left of this post).

  3. #3
    Forum Expert
    Join Date
    10-15-2018
    Location
    MA, USA
    MS-Off Ver
    2010, 2019
    Posts
    1,616

    Re: Creating a table with sub categories

    Just expanding on Pauley's post, here is a starting point using a simple pivot table.

    customerRequests.png

    Cols A thru C are your data entry in this example.
    Col-B records your "Request Subcategory" and col-C a request date. Col-D is automatically calculated to get the month of the request. In D2 copied down:
    Formula: copy to clipboard
    Please Login or Register  to view this content.


    As uploaded, the pivot table in G1:K8 shows the total number of requests per customer per month - this should match the report that you currently have. Via the cell H1 filter you can specify that the report is restricted to one or more request subcategories. Beyond that, there's potentially all sorts of ways to summarize your data using the pivot table "drag and drop" interface.

    The attached workbook implements the above.

    Let us know if this is along the lines of what you are looking to do.
    Attached Files Attached Files

+ 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. Creating rows to sum categories from a pivot table
    By mh_ccl in forum Excel Charting & Pivots
    Replies: 10
    Last Post: 09-26-2018, 05:28 PM
  2. [SOLVED] VBA Code - creating a percent for different categories in a column
    By Rachel5694 in forum Excel Programming / VBA / Macros
    Replies: 4
    Last Post: 06-28-2018, 09:54 PM
  3. Replies: 4
    Last Post: 12-06-2017, 04:45 AM
  4. Creating sub-categories within tables
    By eeacolyte in forum Access Tables & Databases
    Replies: 1
    Last Post: 11-20-2017, 11:05 AM
  5. Creating a Macro to sort categories into different sheets
    By jkitfc in forum Excel Programming / VBA / Macros
    Replies: 5
    Last Post: 11-04-2017, 03:26 PM
  6. Creating a Graph with Series, Categories & Values all in Columns
    By Naton in forum Excel Charting & Pivots
    Replies: 3
    Last Post: 03-01-2015, 08:04 PM
  7. creating categories based on time
    By th_ooo in forum Excel Formulas & Functions
    Replies: 4
    Last Post: 09-16-2007, 10:27 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