FlexicareTommy
New Member
- Joined
- Apr 4, 2013
- Messages
- 11
My companies reporting system gives the most garbage report for analyzing with excel. Rather than spending hours rearranging data to a more Excel friendly format (marco's won't work...I think), I'm wondering if there's an imbedded conditional formula to help out. I've tried a few different ideas, but can't seem to crack this puzzle. To give an overview of the objective, we're trying to create a report to view sales to a given customer by the product category instead lump sum total sales or even individual items. This will allow us to determine if a particular product line is growing or struggling.
The raw data that our inventory system generates looks like this. I used a vlookup to include the category column.
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On our reports, we want to have one sheet per customer, something that would look like this:
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So essentially what I'm looking for is a kind of conditional sumif() statement. Searching the first column for customer name, if that matches, then performing a sumif() of all records with that customer so I can get the total category sales. Does anyone know a way I could achieve this?
The raw data that our inventory system generates looks like this. I used a vlookup to include the category column.
Customer name | product number | price | qty | ext. sale | Category |
ACE | 032-22-859 | $20.00 | 100 | $2,000 | 032-22 |
ACE | 032-22-789 | $18.00 | 100 | $1,800 | 032-22 |
ACE | 032-77-662 | $87.00 | 100 | $8,700 | 032-77 |
ACE | 032-77-491 | $82.00 | 100 | $8,200 | 032-77 |
ACE | 0044-56 | $79.00 | 100 | $7,900 | 0044 |
ACE | 0055-21 | $189.00 | 100 | $18,900 | 0055 |
Billbur | 032-77-662 | $87.00 | 100 | $8,700 | 032-77 |
Billbur | 032-77-888 | $76.00 | 100 | $7,600 | 032-77 |
Cawlings | 032-22-859 | $20.00 | 100 | $2,000 | 032-22 |
Cawlings | 032-22-789 | $18.00 | 100 | $1,800 | 032-22 |
<tbody>
</tbody>
On our reports, we want to have one sheet per customer, something that would look like this:
Customer | segment | category | March sales |
ACE | |||
blades | 032-22 | formula needed | |
032-77 | formula needed | ||
55-87 | formula needed | ||
55-84 | formula needed | ||
masks | 0044 | formula needed | |
0055 | formula needed |
<tbody>
</tbody>
So essentially what I'm looking for is a kind of conditional sumif() statement. Searching the first column for customer name, if that matches, then performing a sumif() of all records with that customer so I can get the total category sales. Does anyone know a way I could achieve this?