Forum Discussion
Help summarising data based on date
Hi All,
I have a spreadsheet which includes large sets of data, showing an account and the person responsible (managers) for it across many months. We wish to show some reporting on the number of accounts and managers. For each month i need to count the number of accounts/managers which have a value greater than $0.00, and show those which are added.
Whilst my spreadsheet is very large and doing this manually is very time consuming, i am hoping to use a formula to work this out for me. Once an account is new, it will have a positive balance, and have not previously had an account value.
If anyone has any ideas on how to do this, it would be very much appreciated. I have included some sample data and workings.
Many thanks,
- Hi Rajesh,
Thank you kindly for your reply. The same data i used i basic, so i admit makes it hard to illustrate the concept. To assist i will try and explain a bit further, for my data we have each month as a column. When we add new accounts we add a row. So a new account is active when the row goes from $0. 00 to any amount above this (as money have been invested now). So for this month a new fund has been added.
Sometimes we have people who already have accounts with us, but set up another one. So for example if we have a new account have funds invested (goes from 0 to anything above) we have a new account, and if the "Manager" isn't on our list (column B), we count this as a new "Manager". So if we have a new account and manager invest, we count this as a new manager and fund for that month.
Does this help at all?
Many thanks for your time and assistance.
kind regards,
6 Replies
- How you are differentiating between New & Old Managers as well Funds since entries are straight forward Fund 1 to 10 and Manager 1 to 3 !!
- Hi Rajesh,
Thank you kindly for your reply. The same data i used i basic, so i admit makes it hard to illustrate the concept. To assist i will try and explain a bit further, for my data we have each month as a column. When we add new accounts we add a row. So a new account is active when the row goes from $0. 00 to any amount above this (as money have been invested now). So for this month a new fund has been added.
Sometimes we have people who already have accounts with us, but set up another one. So for example if we have a new account have funds invested (goes from 0 to anything above) we have a new account, and if the "Manager" isn't on our list (column B), we count this as a new "Manager". So if we have a new account and manager invest, we count this as a new manager and fund for that month.
Does this help at all?
Many thanks for your time and assistance.
kind regards,Check the attached WB, and the read the instruction also. I do believe that is what you were looking for,, in case of any further issue,, do reply this post,,, and if my suggested method works for you then you may accept it as best answer as well like.
