excel data gathering

[Paul Hadidon]

I have a spreadsheet that has columns for tracking information. I am
trying to track spending for the week. When the weekending date is
input. I need to pull from 3 columns. Date, code, and amount based on
the previous 7 days of the week ending date. I have racked my brain
trying to come up with a way to do this. email me if you need more
information. Thanks in advance for your help...

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[Debra Dalgleish]

To summarize your data, and show the total for each week, you could use
a pivot table. There are instructions and links here:

http://www.peltiertech.com/Excel/Pivots/pivotstart.htm

When you create the pivot table, add Date and Code to the Row area, and
Amount to the data area, where it will become Sum of Amount.

Right-click on the Date field button
Choose Group and Show Detail> Group
Select to Group by Days, and set the number of Days to 7
Click OK

 

[Dave Hawley]

Hi Paul

A Pivot Table would be a good way to go. If you are not up to speed with
this great Excel feature. Go here:

http://www.ozgrid.com/Excel/excel-pivot-tables.htm

For the all important fundamentals, free online tutorial and free
Workbook examples

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