HI All,
Info: I receive a spreadsheet with the following:
Prov ID Provider Name type Total
ca company a type a $32.31
ca company a type a $32.31
ca company a type a $38.75
ca company a type a $38.75
ca company a type a $68.65
ca company a type a $12.30
ca company a type a $67.50
ca company a type a $58.07
ca company a type a $58.07
ca company a type a $51.40
ca company a type a $51.40
ca company a type b $31.62
ca company a type b $31.62
cb company b type a $13.80
cb company b type b $13.80
cb company b type b $40.40
cb company b type c $40.40
cb company b type c $14.25
cc company c type a $14.75
cc company c type b $14.75
I need to sort by company and type which is easy enough to do manually, so not really an issue.
then I need to group each company and also group each type by company (grouping gives me my summary sheets that i need)
then I need to subtotal each company's type (ex. company a would have two subtotals one for type a one for type b)
then I need to subtotal for each company adding type a and b together
then I need a grand total of all companies
then I still would need a summary sheet showing each companys subtotal by type.
Then ideally I would like each company group to go into a different worksheet so it can be then emailed to said company.
right now I manually,
sort by company and type
then group manually by type for each company
then I manually sum each group
then I manually count each group
this gives me what i need but is so time consuming!!!!
the newest thing I would like is to put each group on its own sheet or ideally its own workbook so I can email a companies file to them.......
Just seems like so many steps, there must be a way to automate some of this using the subtotal feature, outline??
I try but it seems the features do not allow for multiple variables for subtotal etc....
I cannot figure out how to quickly perform this task.....is advanced filtering what I need? I know how to filter but don't know how to apply totals ect to filters and still get the summary sheets I need.....
also the main thing would be to automate putting each companies group into its own workbook.
thx!!!!
Kim
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