Dec 01 2021 03:06 PM
Hi team,
we get a quarterly downloadable report from our provider which has a bunch of data points such as product codes, number of customers, net income, income share etc. This comes in a big table with about 38 columns (data points) currently 350ish product codes in the rows (which will grow as we increase our catalogue). I'd like to create a good way to automate and summarise our financial reporting such as easily creating annual total income, annual income per product code, mapping trends etc. I think I could do this as a one off using SUM, SUMIF, LOOKUP etc. The problem is I don't want to have to do it all again when we get emailed the next spreadsheet. How can I create a workbook that I can drop the new data table into and have it automagically sum into annual and historical totals?
If anyone knows a how-to guide or short course that covers this kind of thing I'd love to know about it.
Dec 01 2021 03:39 PM
SolutionDec 05 2021 07:34 PM
Dec 01 2021 03:39 PM
Solution