Jun 26 2023 09:24 AM
Jun 26 2023 09:24 AM
I have a series of Excel worksheets in a single workbook that I create every month to track sales of products so I have columns for ITEM purchased and QUANTITY which is always one. There are up to 90 different items but the quantity sold is always 1.
1. How can I combine all of the worksheets into a single workbook for each year?
2. I would like to know how to see how many of each item I have sold?
Jun 26 2023 09:35 AM
Jun 26 2023 10:56 AM
I just want to underscore what @mtarler has already said. You would be way ahead if you were to work with a single data table showing:
date, item, quantity, etc.
from that single database you could create a pivot table that shows data by month, quarter, year
Excel can do wonders with single well designed data tables. We humans like to break things out by month (or other sub-divisions) because it's clearer to our eyes and minds. But don't impose that structure on Excel; let it do the breaking out after you have collected ALL the raw data into a single table.
Jun 27 2023 06:00 AM
How do I create a data table from my existing workbook which has 3 years of data in separate worksheets?
Probably most effectively done (unless there's a Power Query way to do it, which isn't a method I know)...by a series of copy/paste operations. This is assuming that the data in each sheet are arrayed in the same way. You'll need to add a column representing dates (months and years if that's the level of granularity you employ), but other than that just make sure you're putting each row from each month's sheet into the appropriate columns. Three years would have 36 months; so copying and pasting, adding dates, will take a bit of time, but not a lot, especially in view of the time it'll save once done.
Jun 27 2023 06:11 AM
Jun 27 2023 06:17 AM
Jun 27 2023 06:25 AM
Jun 28 2023 01:03 AM
Jun 28 2023 04:56 AM
Jun 28 2023 08:46 AM
In addition to the suggestions by @mtarler for sifting and sorting after making this data into an official "Excel Table," there are within Excel multiple ways to extract data for reporting by year (or other time periods). I mentioned the Pivot Table in an earlier post; that is a technique that many find VERY valuable for summary reporting. There are also many YouTube videos that show how to use Pivot Tables.
If the data you are working with are not confidential, you could post a copy on OneDrive or GoogleDrive, with a link pasted here that grants access. Then @mtarler or I could offer more specific suggestions.