|  | excel ideas |  | |
| | | Bassman |  |
| Posted: Mon Jul 28, 2008 12:38 am Post subject: excel ideas |  |
| |  | |
I have another question. I am not a true newbie but most of what I do is what I have been shown and I change it to handle what ever project I am working on. I need to report sales figures by sales type, by total sales and total profit,monthly and compare year over, month over and trend 6 months. I currently have a data input sheet, a parameters sheet for calulating report month, and a report generating sheet. Input sheet has sales type in rows and months are one column sales on profit for total year. I need to have input for more than one year so I am going to setup a new input sheet for each year. The report sheet has foumluas that pull data by month by setup from parameters formula. The report sheet works fine now. I am trying to expand to show trends and multi year and the formulas are getting too big. Maybe there is a different way to go about this. I was thinking a database would be better idea but I never made a database before nor made a form to pull data with. Any ideas would be great...I can post my workbook. (How do I do that?)
Thanks in advance |
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| | | Joerg Mochikun |  |
| Posted: Mon Jul 28, 2008 12:51 am Post subject: Re: excel ideas |  |
| |  | |
Pivot Tables will probably do what you need. Much faster and without any formulas to pull data from your input sheet. You will love it.
JM
"Bassman" <Bassman1020@gmail.com> wrote in message news:f9b205a0-359b-4f67-bd97-447ed0fa3917@r15g2000prd.googlegroups.com...
| Quote: | I have another question. I am not a true newbie but most of what I do is what I have been shown and I change it to handle what ever project I am working on. I need to report sales figures by sales type, by total sales and total profit,monthly and compare year over, month over and trend 6 months. I currently have a data input sheet, a parameters sheet for calulating report month, and a report generating sheet. Input sheet has sales type in rows and months are one column sales on profit for total year. I need to have input for more than one year so I am going to setup a new input sheet for each year. The report sheet has foumluas that pull data by month by setup from parameters formula. The report sheet works fine now. I am trying to expand to show trends and multi year and the formulas are getting too big. Maybe there is a different way to go about this. I was thinking a database would be better idea but I never made a database before nor made a form to pull data with. Any ideas would be great...I can post my workbook. (How do I do that?)
Thanks in advance
|
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| | | Joerg Mochikun |  |
| Posted: Mon Jul 28, 2008 3:35 am Post subject: Re: excel ideas |  |
| |  | |
The problem is: You are pulling your data from a formatted report instead of a database, and that prevents you from using pivot tables. But since you have used pivot tables before and are already contemplating to change your data layout, I'm sure that you are on the right track. You will need extra columns for month and year, but I guess you know this already. If you need help to convert your report into a data table you may post back and I can send you a macro to do this automatically.
Cheers, JM
"Bassman" <Bassman1020@gmail.com> wrote in message news:fde40b0e-1ccf-4715-a087-58c801e53191@x29g2000prd.googlegroups.com... On Jul 27, 7:51 pm, "Joerg Mochikun" <n...@email.address> wrote:
| Quote: | Pivot Tables will probably do what you need. Much faster and without any formulas to pull data from your input sheet. You will love it.
JM
"Bassman" <Bassman1...@gmail.com> wrote in message
news:f9b205a0-359b-4f67-bd97-447ed0fa3917@r15g2000prd.googlegroups.com...
I have another question. I am not a true newbie but most of what I do is what I have been shown and I change it to handle what ever project I am working on. I need to report sales figures by sales type, by total sales and total profit,monthly and compare year over, month over and trend 6 months. I currently have a data input sheet, a parameters sheet for calulating report month, and a report generating sheet. Input sheet has sales type in rows and months are one column sales on profit for total year. I need to have input for more than one year so I am going to setup a new input sheet for each year. The report sheet has foumluas that pull data by month by setup from parameters formula. The report sheet works fine now. I am trying to expand to show trends and multi year and the formulas are getting too big. Maybe there is a different way to go about this. I was thinking a database would be better idea but I never made a database before nor made a form to pull data with. Any ideas would be great...I can post my workbook. (How do I do that?)
Thanks in advance- Hide quoted text -
- Show quoted text -
|
Well, I have used pivot tables, not sure how I would use in this situation. I have a sheet that has say 25 rows of sales types and I have two columns for each month. One for total sales and the other for profit. I merge the top cell with month name. I have this sheet for each year. I don't believe a pivot table will take two columns with one name, correct. Maybe I need to re think how I orginize my Data. |
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| | | Bassman |  |
| Posted: Mon Jul 28, 2008 4:22 am Post subject: Re: excel ideas |  |
| |  | |
On Jul 27, 7:51 pm, "Joerg Mochikun" <n...@email.address> wrote:
| Quote: | Pivot Tables will probably do what you need. Much faster and without any formulas to pull data from your input sheet. You will love it.
JM
"Bassman" <Bassman1...@gmail.com> wrote in message
news:f9b205a0-359b-4f67-bd97-447ed0fa3917@r15g2000prd.googlegroups.com...
I have another question. I am not a true newbie but most of what I do is what I have been shown and I change it to handle what ever project I am working on. I need to report sales figures by sales type, by total sales and total profit,monthly and compare year over, month over and trend 6 months. I currently have a data input sheet, a parameters sheet for calulating report month, and a report generating sheet. Input sheet has sales type in rows and months are one column sales on profit for total year. I need to have input for more than one year so I am going to setup a new input sheet for each year. The report sheet has foumluas that pull data by month by setup from parameters formula. The report sheet works fine now. I am trying to expand to show trends and multi year and the formulas are getting too big. Maybe there is a different way to go about this. I was thinking a database would be better idea but I never made a database before nor made a form to pull data with. Any ideas would be great...I can post my workbook. (How do I do that?)
Thanks in advance- Hide quoted text -
- Show quoted text -
|
Well, I have used pivot tables, not sure how I would use in this situation. I have a sheet that has say 25 rows of sales types and I have two columns for each month. One for total sales and the other for profit. I merge the top cell with month name. I have this sheet for each year. I don't believe a pivot table will take two columns with one name, correct. Maybe I need to re think how I orginize my Data. |
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| | | Bassman |  |
| Posted: Tue Jul 29, 2008 4:37 am Post subject: Re: excel ideas |  |
| |  | |
On Jul 27, 10:35 pm, "Joerg Mochikun" <n...@email.address> wrote:
| Quote: | The problem is: You are pulling your data from a formatted report instead of a database, and that prevents you from using pivot tables. But since you have used pivot tables before and are already contemplating to change your data layout, I'm sure that you are on the right track. You will need extra columns for month and year, but I guess you know this already. If you need help to convert your report into a data table you may post back and I can send you a macro to do this automatically.
Cheers, JM
"Bassman" <Bassman1...@gmail.com> wrote in message
news:fde40b0e-1ccf-4715-a087-58c801e53191@x29g2000prd.googlegroups.com... On Jul 27, 7:51 pm, "Joerg Mochikun" <n...@email.address> wrote:
Pivot Tables will probably do what you need. Much faster and without any formulas to pull data from your input sheet. You will love it.
JM
"Bassman" <Bassman1...@gmail.com> wrote in message
news:f9b205a0-359b-4f67-bd97-447ed0fa3917@r15g2000prd.googlegroups.com....
I have another question. I am not a true newbie but most of what I do is what I have been shown and I change it to handle what ever project I am working on. I need to report sales figures by sales type, by total sales and total profit,monthly and compare year over, month over and trend 6 months. I currently have a data input sheet, a parameters sheet for calulating report month, and a report generating sheet. Input sheet has sales type in rows and months are one column sales on profit for total year. I need to have input for more than one year so I am going to setup a new input sheet for each year. The report sheet has foumluas that pull data by month by setup from parameters formula. The report sheet works fine now. I am trying to expand to show trends and multi year and the formulas are getting too big. Maybe there is a different way to go about this. I was thinking a database would be better idea but I never made a database before nor made a form to pull data with. Any ideas would be great...I can post my workbook. (How do I do that?)
Thanks in advance- Hide quoted text -
- Show quoted text -
Well, I have used pivot tables, not sure how I would use in this situation. I have a sheet that has say 25 rows of sales types and I have two columns for each month. One for total sales and the other for profit. I merge the top cell with month name. I have this sheet for each year. I don't believe a pivot table will take two columns with one name, correct. Maybe I need to re think how I orginize my Data.- Hide quoted text -
- Show quoted text -
|
Yes, if you get a chance please send the macro.
Thanks in advance |
| |
| | | Joerg Mochikun |  |
| Posted: Tue Jul 29, 2008 6:24 am Post subject: Re: excel ideas |  |
| |  | |
You've got mail JM
"Bassman" <Bassman1020@gmail.com> wrote in message news:ce0244a4-f43f-4849-a602-567d756e1cb9@y21g2000hsf.googlegroups.com... On Jul 27, 10:35 pm, "Joerg Mochikun" <n...@email.address> wrote:
| Quote: | The problem is: You are pulling your data from a formatted report instead of a database, and that prevents you from using pivot tables. But since you have used pivot tables before and are already contemplating to change your data layout, I'm sure that you are on the right track. You will need extra columns for month and year, but I guess you know this already. If you need help to convert your report into a data table you may post back and I can send you a macro to do this automatically.
Cheers, JM
"Bassman" <Bassman1...@gmail.com> wrote in message
news:fde40b0e-1ccf-4715-a087-58c801e53191@x29g2000prd.googlegroups.com... On Jul 27, 7:51 pm, "Joerg Mochikun" <n...@email.address> wrote:
Pivot Tables will probably do what you need. Much faster and without any formulas to pull data from your input sheet. You will love it.
JM
"Bassman" <Bassman1...@gmail.com> wrote in message
news:f9b205a0-359b-4f67-bd97-447ed0fa3917@r15g2000prd.googlegroups.com...
I have another question. I am not a true newbie but most of what I do is what I have been shown and I change it to handle what ever project I am working on. I need to report sales figures by sales type, by total sales and total profit,monthly and compare year over, month over and trend 6 months. I currently have a data input sheet, a parameters sheet for calulating report month, and a report generating sheet. Input sheet has sales type in rows and months are one column sales on profit for total year. I need to have input for more than one year so I am going to setup a new input sheet for each year. The report sheet has foumluas that pull data by month by setup from parameters formula. The report sheet works fine now. I am trying to expand to show trends and multi year and the formulas are getting too big. Maybe there is a different way to go about this. I was thinking a database would be better idea but I never made a database before nor made a form to pull data with. Any ideas would be great...I can post my workbook. (How do I do that?)
Thanks in advance- Hide quoted text -
- Show quoted text -
Well, I have used pivot tables, not sure how I would use in this situation. I have a sheet that has say 25 rows of sales types and I have two columns for each month. One for total sales and the other for profit. I merge the top cell with month name. I have this sheet for each year. I don't believe a pivot table will take two columns with one name, correct. Maybe I need to re think how I orginize my Data.- Hide quoted text -
- Show quoted text -
|
Yes, if you get a chance please send the macro.
Thanks in advance |
| |
| | | Bassman |  |
| Posted: Wed Jul 30, 2008 2:30 pm Post subject: Re: excel ideas |  |
| |  | |
On Jul 29, 1:24 am, "Joerg Mochikun" <n...@email.address> wrote:
| Quote: | You've got mail JM
"Bassman" <Bassman1...@gmail.com> wrote in message
news:ce0244a4-f43f-4849-a602-567d756e1cb9@y21g2000hsf.googlegroups.com... On Jul 27, 10:35 pm, "Joerg Mochikun" <n...@email.address> wrote:
The problem is: You are pulling your data from a formatted report instead of a database, and that prevents you from using pivot tables. But since you have used pivot tables before and are already contemplating to change your data layout, I'm sure that you are on the right track. You will need extra columns for month and year, but I guess you know this already. If you need help to convert your report into a data table you may post back and I can send you a macro to do this automatically.
Cheers, JM
"Bassman" <Bassman1...@gmail.com> wrote in message
news:fde40b0e-1ccf-4715-a087-58c801e53191@x29g2000prd.googlegroups.com.... On Jul 27, 7:51 pm, "Joerg Mochikun" <n...@email.address> wrote:
Pivot Tables will probably do what you need. Much faster and without any formulas to pull data from your input sheet. You will love it.
JM
"Bassman" <Bassman1...@gmail.com> wrote in message
news:f9b205a0-359b-4f67-bd97-447ed0fa3917@r15g2000prd.googlegroups.com....
I have another question. I am not a true newbie but most of what I do is what I have been shown and I change it to handle what ever project I am working on. I need to report sales figures by sales type, by total sales and total profit,monthly and compare year over, month over and trend 6 months.. I currently have a data input sheet, a parameters sheet for calulating report month, and a report generating sheet. Input sheet has sales type in rows and months are one column sales on profit for total year. I need to have input for more than one year so I am going to setup a new input sheet for each year. The report sheet has foumluas that pull data by month by setup from parameters formula. The report sheet works fine now. I am trying to expand to show trends and multi year and the formulas are getting too big. Maybe there is a different way to go about this. I was thinking a database would be better idea but I never made a database before nor made a form to pull data with. Any ideas would be great...I can post my workbook. (How do I do that?)
Thanks in advance- Hide quoted text -
- Show quoted text -
Well, I have used pivot tables, not sure how I would use in this situation. I have a sheet that has say 25 rows of sales types and I have two columns for each month. One for total sales and the other for profit. I merge the top cell with month name. I have this sheet for each year. I don't believe a pivot table will take two columns with one name, correct. Maybe I need to re think how I orginize my Data.- Hide quoted text -
- Show quoted text -
Yes, if you get a chance please send the macro.
Thanks in advance- Hide quoted text -
- Show quoted text -
|
I can not get it to work.. |
| |
| | | Joerg Mochikun |  |
| Posted: Wed Jul 30, 2008 11:20 pm Post subject: Re: excel ideas |  |
| |  | |
"Bassman" <Bassman1020@gmail.com> wrote in message news:c709908c-9eeb-417c-b6ed-e7f41e4f24ae@k36g2000pri.googlegroups.com... On Jul 29, 1:24 am, "Joerg Mochikun" <n...@email.address> wrote:
| Quote: | You've got mail JM
"Bassman" <Bassman1...@gmail.com> wrote in message
news:ce0244a4-f43f-4849-a602-567d756e1cb9@y21g2000hsf.googlegroups.com... On Jul 27, 10:35 pm, "Joerg Mochikun" <n...@email.address> wrote:
The problem is: You are pulling your data from a formatted report instead of a database, and that prevents you from using pivot tables. But since you have used pivot tables before and are already contemplating to change your data layout, I'm sure that you are on the right track. You will need extra columns for month and year, but I guess you know this already. If you need help to convert your report into a data table you may post back and I can send you a macro to do this automatically.
Cheers, JM
"Bassman" <Bassman1...@gmail.com> wrote in message
news:fde40b0e-1ccf-4715-a087-58c801e53191@x29g2000prd.googlegroups.com... On Jul 27, 7:51 pm, "Joerg Mochikun" <n...@email.address> wrote:
Pivot Tables will probably do what you need. Much faster and without any formulas to pull data from your input sheet. You will love it.
JM
"Bassman" <Bassman1...@gmail.com> wrote in message
news:f9b205a0-359b-4f67-bd97-447ed0fa3917@r15g2000prd.googlegroups.com...
I have another question. I am not a true newbie but most of what I do is what I have been shown and I change it to handle what ever project I am working on. I need to report sales figures by sales type, by total sales and total profit,monthly and compare year over, month over and trend 6 months. I currently have a data input sheet, a parameters sheet for calulating report month, and a report generating sheet. Input sheet has sales type in rows and months are one column sales on profit for total year. I need to have input for more than one year so I am going to setup a new input sheet for each year. The report sheet has foumluas that pull data by month by setup from parameters formula. The report sheet works fine now. I am trying to expand to show trends and multi year and the formulas are getting too big. Maybe there is a different way to go about this. I was thinking a database would be better idea but I never made a database before nor made a form to pull data with. Any ideas would be great...I can post my workbook. (How do I do that?)
Thanks in advance- Hide quoted text -
- Show quoted text -
Well, I have used pivot tables, not sure how I would use in this situation. I have a sheet that has say 25 rows of sales types and I have two columns for each month. One for total sales and the other for profit. I merge the top cell with month name. I have this sheet for each year. I don't believe a pivot table will take two columns with one name, correct. Maybe I need to re think how I orginize my Data.- Hide quoted text -
- Show quoted text -
Yes, if you get a chance please send the macro.
Thanks in advance- Hide quoted text -
- Show quoted text -
|
I can not get it to work..
That's not very specific ;-( Send me a sample and I'll see what I can do. JM |
| |
| | | Bassman |  |
| Posted: Sat Aug 23, 2008 7:39 pm Post subject: Re: excel ideas |  |
| |  | |
On Jul 30, 6:20 pm, "Joerg Mochikun" <n...@email.address> wrote:
| Quote: | "Bassman" <Bassman1...@gmail.com> wrote in message
news:c709908c-9eeb-417c-b6ed-e7f41e4f24ae@k36g2000pri.googlegroups.com... On Jul 29, 1:24 am, "Joerg Mochikun" <n...@email.address> wrote:
You've got mail JM
"Bassman" <Bassman1...@gmail.com> wrote in message
news:ce0244a4-f43f-4849-a602-567d756e1cb9@y21g2000hsf.googlegroups.com.... On Jul 27, 10:35 pm, "Joerg Mochikun" <n...@email.address> wrote:
The problem is: You are pulling your data from a formatted report instead of a database, and that prevents you from using pivot tables. But since you have used pivot tables before and are already contemplating to change your data layout, I'm sure that you are on the right track. You will need extra columns for month and year, but I guess you know this already. If you need help to convert your report into a data table you may post back and I can send you a macro to do this automatically.
Cheers, JM
"Bassman" <Bassman1...@gmail.com> wrote in message
news:fde40b0e-1ccf-4715-a087-58c801e53191@x29g2000prd.googlegroups.com.... On Jul 27, 7:51 pm, "Joerg Mochikun" <n...@email.address> wrote:
Pivot Tables will probably do what you need. Much faster and without any formulas to pull data from your input sheet. You will love it.
JM
"Bassman" <Bassman1...@gmail.com> wrote in message
news:f9b205a0-359b-4f67-bd97-447ed0fa3917@r15g2000prd.googlegroups.com...
I have another question. I am not a true newbie but most of what I do is what I have been shown and I change it to handle what ever project I am working on. I need to report sales figures by sales type, by total sales and total profit,monthly and compare year over, month over and trend 6 months. I currently have a data input sheet, a parameters sheet for calulating report month, and a report generating sheet. Input sheet has sales type in rows and months are one column sales on profit for total year. I need to have input for more than one year so I am going to setup a new input sheet for each year. The report sheet has foumluas that pull data by month by setup from parameters formula. The report sheet works fine now. I am trying to expand to show trends and multi year and the formulas are getting too big. Maybe there is a different way to go about this. I was thinking a database would be better idea but I never made a database before nor made a form to pull data with. Any ideas would be great...I can post my workbook. (How do I do that?)
Thanks in advance- Hide quoted text -
- Show quoted text -
Well, I have used pivot tables, not sure how I would use in this situation. I have a sheet that has say 25 rows of sales types and I have two columns for each month. One for total sales and the other for profit. I merge the top cell with month name. I have this sheet for each year. I don't believe a pivot table will take two columns with one name, correct. Maybe I need to re think how I orginize my Data.- Hide quoted text -
- Show quoted text -
Yes, if you get a chance please send the macro.
Thanks in advance- Hide quoted text -
- Show quoted text -
I can not get it to work..
That's not very specific ;-( Send me a sample and I'll see what I can do. JM
|
Sorry, I meant I can not get your macro to work. |
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