+ Reply to Thread
Results 1 to 7 of 7

Creating Weekly/Monthly Sales Report

  1. #1
    Registered User
    Join Date
    01-18-2019
    Location
    London, England
    MS-Off Ver
    2016
    Posts
    87

    Creating Weekly/Monthly Sales Report

    Hello expert,

    I have attached a spreadsheet - I'm trying to create a weekly/monthly sales report in Excel and I have been spending hours on it to create it. So far I have created some but it looks very clunky and doesn't look attractive/user friendly or easy to browse especially the sheet view changes on different size screens. Also the button on the sides look a bit rubbish. I have learnt a lot from you and I know you guys are expert. Please can someone look into designing the sale report which looks decent and better coded and add formula in it.

    The report will have 12 businesses with 1 board report so in total 13. If the board report can have pivot table just to provide overall data for combine business or individual data would be benefit.

    I would really appreciate your help and guidance on this.

    Many thanks,
    Attached Files Attached Files
    Last edited by abac; 05-05-2019 at 07:13 AM.

  2. #2
    Registered User
    Join Date
    01-18-2019
    Location
    London, England
    MS-Off Ver
    2016
    Posts
    87

    Re: Sales Report - Needs Help Please

    Anyone please help

  3. #3
    Forum Moderator AliGW's Avatar
    Join Date
    08-10-2013
    Location
    Retired in Ipswich, Suffolk, but grew up in Sawley, Derbyshire (England)
    MS-Off Ver
    MS 365 Subscription Insider Beta Channel v. 2404 (Windows 11 22H2 64-bit)
    Posts
    80,418

    Re: Sales Report - Needs Help Please

    Administrative Note:

    We don't expect you to bump threads more than once in 24 hours - it has been only a few hours since you posted and it’s a Bank Holiday weekend here in the UK. Please remember that those who help here do so voluntarily and of their own goodwill. They live in many different time zones and many will be out at work right now if they are not asleep on the other side of the globe. This is not a paid 'service': members will help when they are ready and able to do so, and not 'on demand'. Please do not try to put pressure of time on anyone here: if you get the help you need today, that's fine, but you really should not count on it. Thanks for your understanding and patience.
    Ali


    Enthusiastic self-taught user of MS Excel who's always learning!
    Don't forget to say "thank you" in your thread to anyone who has offered you help.
    You can reward them by clicking on * Add Reputation below their user name on the left, if you wish.

    Forum Rules (updated August 2023): please read them here.

  4. #4
    Administrator FDibbins's Avatar
    Join Date
    12-29-2011
    Location
    Duncansville, PA USA
    MS-Off Ver
    Excel 7/10/13/16/365 (PC ver 2310)
    Posts
    52,926

    Re: Sales Report - Needs Help Please

    Also, Administrative Note:

    Welcome to the forum.

    We would very much like to help you with your query, however the thread title does not really convey what your request is about.

    Please take a moment to amend your thread title. Make sure that the title properly explains your request. Your title should be explicit and not be generic (this includes function names used without an indication of what you are trying to achieve).

    Please see Forum Rule #1 about proper thread titles and adjust accordingly. To edit the thread title, open the original post to edit and then click on Go Advanced (bottom right) to access the area where you can edit your title.

    (Note: this change is not optional. No help to be offered until this moderation request has been fulfilled.)
    1. Use code tags for VBA. [code] Your Code [/code] (or use the # button)
    2. If your question is resolved, mark it SOLVED using the thread tools
    3. Click on the star if you think someone helped you

    Regards
    Ford

  5. #5
    Registered User
    Join Date
    01-18-2019
    Location
    London, England
    MS-Off Ver
    2016
    Posts
    87

    Re: Sales Report - Needs Help Please

    Thank you - I have amended the title

  6. #6
    Registered User
    Join Date
    01-18-2019
    Location
    London, England
    MS-Off Ver
    2016
    Posts
    87

    Re: Creating Weekly/Monthly Sales Report

    hi folks,

    Please can anyone give me any idea and I can take it from there. I'm just looking for tiny bit of help please.

    "The idea is not to push the post up, so please admin don't tell me off. I'm just in need of help."

    Many thanks,

  7. #7
    Forum Guru
    Join Date
    08-28-2014
    Location
    USA
    MS-Off Ver
    Excel 2019
    Posts
    17,532

    Re: Creating Weekly/Monthly Sales Report

    Looking at the 1...12 sheets my idea would be to put the input into tables in record format.
    By record format I mean: Date Sales manager/Sales consultant # of Clients
    You could Then avoid some of the formulas like in cell AD10 and use COUNTIFS i.e. =COUNTIFS(B14:B1000,AD5)
    Similarly you could use a SUMIFS formula in AF10. (Another idea would be to not use merge and center cells)
    Once done you should be able to use the 2016 version's Get & Transform to combine the data from the 12 tables into an appended data table or the Data Model, depending on how much data is involved.
    Let us know if you have any questions.
    Consider taking the time to add to the reputation of everybody that has taken the time to respond to your query.

+ Reply to Thread

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. Replies: 6
    Last Post: 01-27-2016, 07:38 AM
  2. Report for Daily Sales from cumulative Sales report
    By raj0102 in forum Excel Formulas & Functions
    Replies: 1
    Last Post: 10-06-2014, 02:50 PM
  3. Sales Report: Percentual contribution of each client's vertical to overall sales
    By panther98 in forum Excel Programming / VBA / Macros
    Replies: 2
    Last Post: 04-22-2013, 07:07 AM
  4. [SOLVED] Sales report from sales data sheet if i select the date
    By loki7431 in forum Excel General
    Replies: 4
    Last Post: 02-06-2013, 09:43 PM
  5. linking weekly sales report to monthly sales report
    By sueatcigaretshopper in forum Excel Programming / VBA / Macros
    Replies: 3
    Last Post: 03-27-2012, 09:22 PM
  6. Form Email from Report, Only if Report summary sheet lists Acct for that Sales Rep
    By lukep10 in forum Excel Programming / VBA / Macros
    Replies: 1
    Last Post: 04-28-2008, 01:38 PM
  7. Help with sales report
    By jjaw in forum Excel General
    Replies: 8
    Last Post: 10-25-2006, 10:05 PM

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts

Search Engine Friendly URLs by vBSEO 3.6.0 RC 1