Formulas

[Saadia]

I have an excel spreadsheet, where i keep track of how many estimates were
sent out by our estimators, the date it was sent out, approved, started,
completed, invoiced etc...
My boss wants to know how many $ worth of estimates was sent out by each
estimator every week, running month, last month, running quarter, last
quarter, running year and last year. Any easy way to set this up that excel
automatically calculates all this.

Any help would be appreciated.
Thanks

 

[Peo Sjoblom]

A thing like this is made for Pivot Tables

http://www.contextures.com/xlfaqPivot.html

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Regards,


Peo Sjoblom

 

[Shane Devenshire]

Hi,

Here is the basic idea, you would create formulas for each of the summary
calculations:
=SUMPRODUCT(--(A1:A13=D1),--(B1:B13>TODAY()-7),--(B1:B13<=TODAY()),C1:C13)
This is the formula to caluculate the week, depending on how you define last
week. The estimators are listed in A1:A13 with the one you want to calculate
for in D1. The dates are in B1:B13 and the amount in C1:C13. This is just
an example, which you would need to modify for all the calculations you want.

If this helps, please click the yes button

Cheers,
Shane Devenshire

 

[Saadia]

Thanks,
I will try these options out and see if i can set it up

 

[Chris Lavender]

Hi Saadia

A pivot table would probably be your best bet. Look at Data... Pivot Table
& Pivot Chart report

Best rgds
Chris Lav