Forum Discussion
Copy Data to Other Sheets' Columns Based on Criteria
- Sep 24, 2017
Hello Rob Nunley,
Your problem can be easily solved by utilizing excel's Pivot Tables. I hope you are somehow well versed with excel's ribbon menu. here are the general steps:- Create an Excel table with your order data.
- Create a month column using this formula: "=TEXT([@[Order Date]],"MMM")"
- Use the table as a source data for your pivot table.
- Drag order date and make fields to the rows area.
- Drag model to the coluns area.
- Drag month to the filters area.
- Drag Cost to the Values area.
- Format the pivot table to your liking.
- Click the Sum of Cost and choose value field settings.
- Click Number Format and choose Currency then click OK, and then OK again.
- Under the design tab Click Subtotals and choose do not show subtotals.
- Click Report Layout and choose show in tabular forms.
- Click report layout and choose repeat all items labels.
- Generate the Sheets that you need.
- Under the analyze tab, click the little arrow beside the Options.
- Click show report filter pages.
- Click Month and then click OK.
- You're Done! if ever that you entered more data on your orders table, just click Refresh All under the Data tab and everything will be updated.
I have attached the file which includes the sheets for Sep and Oct. In the case of another month (Let's Say Nov) you can do step 9 again, just delete the duplicate sheets (Sep (2) and Oct (2)).
I hope you can try out the steps and get familiar with Excel's capabilities. If you ever need more details on the step, I can update this post and add more screenshots.Good luck on you task,
Argelo Royce Bautista
Hi Rob,
Usually what people do to recommending this or that formula they played with it in the workbook. Even if they know for sure how it works. If you provide short sample file not to generate your data model from scratch it'll be much more chances someone answers.