Automate procedures with VBA or Macro- for dynamic data

[wiseguy00]

Hi,
We're run a community gallery and have an app that handles the sales data. We download the transaction data at the end of each month (sample spreadsheet attached)in excel format.
The spreadsheet layout has columns for receipt no. name of item sold, and artists name. Each row is data on an item that was sold.

We'd like to create an automated system that can order all the rows together based on artist, and add up the total sales for each artist, and then send the monthly sales summery to each
arstist. (we have the mail merge/email part sorted via google sheets/docs).

The data will change each month, so the name of artists will likely change as well as the number of sales ie number of rows of data.

How do you create a system that can handle the the differring data for each month?

Have tried Pivot table, but that causes issues with the data merge/email.

Many thanks
Vin

[alansidman]

Since you did not supply a mocked up solution of what you want your output to be, I have guessed. If this is not what you are looking for, then please mock up a solution that does show what you want. Here is the Mcode for a power query solution.

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Excel 365 (Windows) 64 bit

	A	B
1	Category	Total Net Sales
2	Jo Steeple	165
3	Les Southmoor	464
4	Bob Quarrie	159
5	Cyril Spector	20

Sheet: Table1

Power Query is a free AddIn for Excel 2010 and 2013, and is built-in functionality from Excel 2016 onwards (where it is referred to as "Get & Transform Data").

It is a powerful yet simple way of getting, changing and using data from a broad variety of sources, creating steps which may be easily repeated and refreshed. I strongly recommend learning how to use Power Query - it's among the most powerful functionalities of Excel.

- Follow this link to learn how to install Power Query in Excel 2010 / 2013.

- Follow this link for an introduction to Power Query functionality.

- Follow this link for a video which demonstrates how to use Power Query code provided.

[wiseguy00]

Thanks for your help Alan.

Works great!

cheers
vin

[alansidman]

If that takes care of your original question, please select Thread Tools from the menu link above and mark this thread as SOLVED.

Also, you may not be aware that you can thank those who have helped you by clicking the small star icon located in the lower left corner of the post in which the help was given. By doing so you can add to the reputation(s) of those who helped.