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Grouping amounts based on working days

  1. #1
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    Grouping amounts based on working days

    Hello,

    I have a challenge that I need some help with:

    I have a spreadsheet which lists the open invoices with due date and number of working days overdue

    From this sheet I would like to sum invoice amount by group of overdue working days

    For example:

    Company..................0-30.............31-60
    A.......................20.000..........100.000

    Perhaps alternatively in my datasheet I should do the grouping but I also haven't find out how to do this.

    This might look something like this:


    A : Company
    B : Invoice no
    C : Invoice amount
    D : Invoice overdue
    E : Current date =today()
    F : Number of working days overdue
    G : 0-30
    H : 31-60
    I : 61-90

    Where I would need formulas in the fields G H or I to put the sales amount in the correct column based on the number of working days overdue

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    Re: Grouping amounts based on working days

    It would be best to post a sample file which illustrates the set up you have whilst outlining the desired results.

    Obviously "dummy" any values that could be deemed confidential...

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    Re: Grouping amounts based on working days

    This post has an uncanny resemblance to: http://www.mrexcel.com/forum/showthread.php?t=498988

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    Re: Grouping amounts based on working days

    I have added an example of what I am working on
    Attached Files Attached Files

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    Re: Grouping amounts based on working days

    Quote Originally Posted by DonkeyOte View Post
    This post has an uncanny resemblance to: http://www.mrexcel.com/forum/showthread.php?t=498988
    Yes I know , :-)

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    Re: Grouping amounts based on working days

    Quote Originally Posted by obionenariobi
    Yes I know , :-)
    If you cross post the same question on multiple forums please have the courtesy to disclose the relevant links.

    why ? read this

    The same holds true at MrExcel as it does here (and most other forums though some would ban cross posters outright)

  7. #7
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    Re: Grouping amounts based on working days

    FWIW AP at MrE has already provided the solution.

    You don't need I:M on your Data Sheet - set the Pivot up such that H is the Column Label and then Group that field from 1 to 90 with interval of 30 - this will create the bands for you automatically.
    Last edited by DonkeyOte; 10-02-2010 at 04:09 AM.

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    Re: Grouping amounts based on working days

    I am sorry for the cross post.

    I have tried the grouping in the pivot table which works really nice but does not give me the groups that I want (or better what management wants)

    I have a minimum of 0 and a maximum of 120 and now have the following groups

    <0 = OK
    0-29
    30-59
    60-89

    etc
    When I try the interval of 31 I get numbers which are also not correct

    What should I do to get intervals like required:

    0-30
    31-60
    61-90
    91-120
    >120

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    Re: Grouping amounts based on working days

    Quote Originally Posted by obionenairobi
    What should I do to get intervals like required:

    0-30
    31-60
    61-90
    91-120
    >120
    Given the first group spans 31 days and those thereafter are 30 you would need to create a "group" identifier at source and use that field as the column label.

    However, I stand by my suggestion of using 1 as MIN rather than 0 (with interval of 30) given 0 will never exist in your data set based on your working days formula.
    (NETWORKDAYS being inclusive)

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    Re: Grouping amounts based on working days

    Perfect !

    This did the trick

    Many thanks for your help.
    You helped my fix my problem

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