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How do I sort/group/count/sum/subtotal and have each group put into a different workbook?

  1. #1
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    10-18-2012
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    Excel 2007
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    How do I sort/group/count/sum/subtotal and have each group put into a different workbook?

    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
    Last edited by Kim Jarema; 10-18-2012 at 01:15 PM.

  2. #2
    Forum Expert Pepe Le Mokko's Avatar
    Join Date
    05-14-2009
    Location
    Belgium
    MS-Off Ver
    O365 v 2402
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    13,447

    Re: How do I sort/group/count/sum/subtotal and have each group put into a different workbo

    Hi
    at first glance a Pivot Table should do the trick

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