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
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
Thanks Argelo! Some months I will not have an RV in Orders sheet. Is there a way to include a column for RV for those month on the pivot table?
- Sep 26, 2017
Hi Rob,
Yes there is.- Click the dropdown ont he model field, and click field settings.
- under the Layout & Print tab click show items with no data. Click okay and generate the Report Filter Pages again.
- Rob NunleySep 27, 2017Brass Contributor
Thank you for the help. Works like a champ!
- Click the dropdown ont he model field, and click field settings.