Sum customers by date

[Guest]

I'm trying to sum invoice amounts for a specific customer by date. Along with
that I also want to group them by class. I have 3 classes, 1, 2, and 3.
Here's a little snap shot of my worksheet


Column A Column B Column C Column D
(Inv Date) (Customer) (Inv Amt) (Class)

2/1/2007 MyCompany $100.00 1
2/1/2007 MyCompany $100.00 1
2/1/2007 MyCompany $100.00 2
2/2/2007 MyCompany $100.00 1
2/2/2007 MyCompany $100.00 3


So on my summary worksheet I have the following:

2/1/2007 $200.00 for class 1
2/1/2007 $100.00 for class 2
2/2/2007 $100.00 for class 1
2/2/2007 $100.00 for class 3

I have multiple customers so I only want to single out one company. I'm
using "MyCompany" as the example name of the company.

Any help would be greatly appreciated.

 

[Bernard Liengme]

Put the date in J1, the company in K1, class in L1 and use
=SUMPRODUCT(--(A1:A200=J1),--(B1:B200=K1),--(D1200)=L1,C1:C100)
for more info see
http://www.xldynamic.com/source/xld.SUMPRODUCT.html

http://mcgimpsey.com/excel/formulae/doubleneg.html


OR
make a Pivot Table; see
http://www.cpearson.com/excel/pivots.htm
http://peltiertech.com/Excel/Pivots/pivotstart.htm
http://www.contextures.com/xlPivot02.html
http://www.ozgrid.com/Excel/excel-pivot-tables.htm
http://www.techonthenet.com/excel/pivottbls/index.htm
http://www.dicks-blog.com/archives/2005/06/23/download-pivottable-parameters/

best wishes

 

[Guest]

Thanks Bernard!

Put the date in J1, the company in K1, class in L1 and use
=SUMPRODUCT(--(A1:A200=J1),--(B1:B200=K1),--(D1200)=L1,C1:C100)
for more info see
http://www.xldynamic.com/source/xld.SUMPRODUCT.html

http://mcgimpsey.com/excel/formulae/doubleneg.html


OR
make a Pivot Table; see
http://www.cpearson.com/excel/pivots.htm
http://peltiertech.com/Excel/Pivots/pivotstart.htm
http://www.contextures.com/xlPivot02.html
http://www.ozgrid.com/Excel/excel-pivot-tables.htm
http://www.techonthenet.com/excel/pivottbls/index.htm
http://www.dicks-blog.com/archives/2005/06/23/download-pivottable-parameters/

best wishes

 

[Guest]

Hi Secret Squirrel,

for summing and/or with grouping of your invoice records [by dates, by
class, by numbers, by whichever] in the spreadsheet, may i suggest that you
use excel's pivot table...
regards

 

[Guest]

Thanks Bernard!

Put the date in J1, the company in K1, class in L1 and use
=SUMPRODUCT(--(A1:A200=J1),--(B1:B200=K1),--(D1200)=L1,C1:C100)
for more info see
http://www.xldynamic.com/source/xld.SUMPRODUCT.html

http://mcgimpsey.com/excel/formulae/doubleneg.html


OR
make a Pivot Table; see
http://www.cpearson.com/excel/pivots.htm
http://peltiertech.com/Excel/Pivots/pivotstart.htm
http://www.contextures.com/xlPivot02.html
http://www.ozgrid.com/Excel/excel-pivot-tables.htm
http://www.techonthenet.com/excel/pivottbls/index.htm
http://www.dicks-blog.com/archives/2005/06/23/download-pivottable-parameters/

best wishes

 

[Guest]

Thanks driller I will take that into consideration. It might be a better way
to handle this worksheet since it's getting rather large. Appreciate your
input!

SS

Hi Secret Squirrel,

for summing and/or with grouping of your invoice records [by dates, by
class, by numbers, by whichever] in the spreadsheet, may i suggest that you
use excel's pivot table...
regards
--
*****
birds of the same feather flock together..

I'm trying to sum invoice amounts for a specific customer by date. Along with
that I also want to group them by class. I have 3 classes, 1, 2, and 3.
Here's a little snap shot of my worksheet


Column A Column B Column C Column D
(Inv Date) (Customer) (Inv Amt) (Class)

2/1/2007 MyCompany $100.00 1
2/1/2007 MyCompany $100.00 1
2/1/2007 MyCompany $100.00 2
2/2/2007 MyCompany $100.00 1
2/2/2007 MyCompany $100.00 3


So on my summary worksheet I have the following:

2/1/2007 $200.00 for class 1
2/1/2007 $100.00 for class 2
2/2/2007 $100.00 for class 1
2/2/2007 $100.00 for class 3

I have multiple customers so I only want to single out one company. I'm
using "MyCompany" as the example name of the company.

Any help would be greatly appreciated.