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Categorizing and sorting data

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    Red face Categorizing and sorting data

    Hi all,

    I can't seem to find a straightforward solution to the problem below.

    Every week I export a payroll report from my payroll provider (sample attached). The report is sorted by employee name. I need this report to be categorized by department and show a subtotal for each department. The payroll provider does not provide a means to put departments in the system.

    I'd like to find a way to automate this as much as possible. The final report has to have a column that reflects each employee's department and the report must be sorted by dept with a subtotal for each dept. I tried to do this using a second worksheet that lists each employee and the dept they work in and linking it to the payroll summary using =IF; that obviously did not work.

    Does anyone have any suggestions as to how this can be accomplished? The process would need to be repeated for many clients each week, so I'd like to keep it as simple as possible.

    Thanks in advance!
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    Last edited by DA CPA; 07-03-2009 at 04:09 PM.

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    Re: Categorizing and sorting data

    There's no data for us to suggest aid through.

    Your main focus of the question above centers on Departmental information, yet your sample layout doesn't include that as a data column.
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    Re: Categorizing and sorting data

    Quote Originally Posted by JBeaucaire View Post
    There's no data for us to suggest aid through.

    Your main focus of the question above centers on Departmental information, yet your sample layout doesn't include that as a data column.
    JB,

    Thanks for your reply.

    The sample layout is the export directly from the payroll company (I deleted the personal information); they don't allow departments as a data column.

    I'm looking for a way to plug in the department (in column L for example) based on the employee name and then sort and subtotal based on the department.

    I'm not sure that makes sense. If it helps in solving the problem, I can create sample data, fill in the summary and provide a department list.

    Thanks,
    DA

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    Re: Categorizing and sorting data

    Something like this, then? Departments in column L. A list below, with first summary dept. in C25:

    D25: =SUMIF($L$6:$L$20,$C25,$C$6:$C$20)
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    Re: Categorizing and sorting data

    Thanks. I hadn't thought of doing the totals that way.

    I'm assuming I need to manually enter the dept name every time. There's no way to have Excel recognize which dept is associated with each name?

    Thanks again,
    DA

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    Re: Categorizing and sorting data

    Questions like that...you know the answer is virtually ALWAYS "yes".

    Excel doesn't know who goes in what department. You have to provide the information one way or another. If you have a "table of employees/departments" on another sheet, or even in another workbook, any of several 'lookup' type formulas could be dropped into that column L to quickly grab them.

    Here I've shown how to reference a simple "employee data" sheet to grab the info needed. When you receive your report, just add the formula in column L and copy down, 5 seconds work and all the departments appear. The summary table then fills itself out.
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    Re: Categorizing and sorting data

    Thank you JB.

    I knew there was a way it could be done, I just didn't know how. This is exactly what I need.

    Appreciate your help. Nice website, btw.

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    Re: Categorizing and sorting data

    Please make thread as solved (go to first post, click edit, go advanced, choose solved from drop down menu)

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