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Sales Report - Summarizing the totals

  1. #1
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    Sales Report - Summarizing the totals

    Hi,

    It's a hard one to explain so I've attached a easy to understand example.

    Basically I want to be able to paste my sales data into a spreadsheet and it summarizes it for me. So I can see the total number or orders, the individual totals and then from that I can work out average baskets etc.

    I've been racking my brain on how I can do this but coming up blank. Anyone able to help?

    Any help really appreciated.

    Thanks,
    BenExampleSalesReport.xlsx

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    Re: Sales Report - Summarizing the totals

    Sounds like PivotTable to me. Here are two examples. Right click to update.
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    Re: Sales Report - Summarizing the totals

    Here's a formula-based solution using a helper column in Sheet1 (and the solution in Sheet2). With all due respect to Jacc, the pivot table approach in this case double counts the sales due to the way your subtotaling works.
    Attached Files Attached Files
    Last edited by bentleybob; 03-18-2013 at 03:21 PM.

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    Re: Sales Report - Summarizing the totals

    You're right, I missed that.
    Deleting the sum row and update the PivotTables would set it right, I assume.

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    Re: Sales Report - Summarizing the totals

    Hi Bob, thats awesome! Nice formula work. However, slight issue; if I expand the report or just duplicate the data that's already there it doesn't carry on working it out on sheet2.

    Any ideas?

    Thanks,

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    Forum Contributor bentleybob's Avatar
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    Re: Sales Report - Summarizing the totals

    Assuming you've copied the helper column (Sheet1 Column N) down as far as your data goes, then you can use the following formulas for Sheet2 cells A4, B4, and C4 (and copied down as far as you want). The problem was my example only went to row 20.
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    Re: Sales Report - Summarizing the totals

    Sorry... I must be missing something. I'm dragging them down and it's not working . I've made sure the N column is dragged all the way down too.

    Quote Originally Posted by bentleybob View Post
    Assuming you've copied the helper column (Sheet1 Column N) down as far as your data goes, then you can use the following formulas for Sheet2 cells A4, B4, and C4 (and copied down as far as you want). The problem was my example only went to row 20.
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    Re: Sales Report - Summarizing the totals

    Hard to diagnose without actually seeing it. Are you sure:
    • =IFERROR(IF(A3+1>MAX(Sheet1!$N:$N),"",A3+1),"") is in Sheet2 A4 and copied down
    • =IF($A4="","",INDEX(Sheet1!$A:$A,MATCH($A4,Sheet1!$N:$N,0),1)) is in Sheet 2 B4 and copied down
    • =IF($A4="","",INDEX(Sheet1!$H:$H,MATCH($A4,Sheet1!$N:$N,0),1)) is in Sheet 2 C4 and copied down
    • =IF(AND(A3<>"",B3=""),MAX(N$2:N2)+1,"") is in Sheet1 N3 and copied down

    This works in my version.

    Can you maybe post your file (or a somewhat larger excerpt)?
    Attached Files Attached Files

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    Re: Sales Report - Summarizing the totals

    Thanks Bob, works perfectly.

    Thank you.

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