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Use function to calculate sum based on Filter

  1. #1
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    Use function to calculate sum based on Filter

    I need to do something that is much like a pivot table would normally do. I have a spreadsheet in which one of the columns is 'sales dollars'. I need to get a total of the numbers in that column based on criteria in other columns.

    Lets see if I can make that any clearer. Columns in my SS are Month, location, sales rep, as well as others. How can I total all sales dollar for 'x' sales rep, from 'y' location, in the month of 'z'? Is there a formula that can be set up with some sort of filter it? An 'If' statement or something else?

    I am trying to create a summary worksheet for a 28000 line spreadsheet. The spreadsheet is added to every week by an automated download, so it gets bigger each week until the end of the year, when another one is started. I have created another worksheet as a summary page, and I want to enter formulas in that summary page to pull the data and total it. A pivot table will not work for me, because I need the data to be in specific cells on my summary worksheet, not in a table format. Each week, this summary page is used to compare to another spreadsheet. I currently create a pivot table from my downloaded spreadsheet and have to manually enter all the data from the pivot table into the summary. The data is always changing, even though this is Sept, the data for Feb may change due to the new download this week. With 35 locations, 230 sales reps, and 12 months, I have a lot of manual data to enter off the pivot table and it takes several hours each week. I would like to see if this can be automated by the use of some formulas/programming.

    I just thought of another possible solution. Is there a way to lock a pivot table, so the selected information will be in a specific cell each time?

    Any help is appreciated.

  2. #2
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    Re: Use function to calculate sum based on Filter

    nitram635,

    Welcome to the Excel Forum.

    Please post your workbook (or a sample) with your raw data, and you setup summary worksheet - scroll down and see "Manage Attachments".
    Have a great day,
    Stan

    Windows 10, Excel 2007, on a PC.

    If you are satisfied with the solution(s) provided, please mark your thread as Solved by clicking EDIT in your original post, click GO ADVANCED and set the PREFIX box to SOLVED.

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