B
baltobernie
I receive monthly sales reports in Excel 2002, SP3.
Column A lists customers, B is City, C is State, and so on, thru Column J.
Each transaction is reported in a separate row,so in a given report, the
same customer may have several rows, often identical ones (if they purchase
the same quantity of the same part number at the same price).
I wish to create a "Year-to-Date" workbook or worksheet, which combines
monthly reports. I want all the listings for "ABC Company" to be grouped
together in the Customer column. I don't care how they are sorted within
that grouping; alpha by city, then numerically by part number would be my
choice, if given one.
Is there a way to create a report that automatically extracts"ABC Company"
from each monthly report and lumps them together on a YTD report? Note that
new customers are added every month, and some months "ABC" has no activity.
I could then get greedy, and ask for a way to combine (on the YTD report)
transactions of identical part numbers. So if "ABC Company" in Boston
purchased part number "1234" several times during the month and during the
year, the YTD report would extract and combine all these transactions
together in a YTD quantity. "ABC" in New York would have a unique entry,
even if they purchased p/n 1234 too. It'd be neat if I could show how many
1234's "ABC" bought YTD, regardless of location, and even how many 1234's
were purchased by all customers. Is that too much to ask?
Bernie
Column A lists customers, B is City, C is State, and so on, thru Column J.
Each transaction is reported in a separate row,so in a given report, the
same customer may have several rows, often identical ones (if they purchase
the same quantity of the same part number at the same price).
I wish to create a "Year-to-Date" workbook or worksheet, which combines
monthly reports. I want all the listings for "ABC Company" to be grouped
together in the Customer column. I don't care how they are sorted within
that grouping; alpha by city, then numerically by part number would be my
choice, if given one.
Is there a way to create a report that automatically extracts"ABC Company"
from each monthly report and lumps them together on a YTD report? Note that
new customers are added every month, and some months "ABC" has no activity.
I could then get greedy, and ask for a way to combine (on the YTD report)
transactions of identical part numbers. So if "ABC Company" in Boston
purchased part number "1234" several times during the month and during the
year, the YTD report would extract and combine all these transactions
together in a YTD quantity. "ABC" in New York would have a unique entry,
even if they purchased p/n 1234 too. It'd be neat if I could show how many
1234's "ABC" bought YTD, regardless of location, and even how many 1234's
were purchased by all customers. Is that too much to ask?
Bernie