Hi Everyone,
I have been given a project to create a report that any user can use to easily see my company's sale, cost of sales, orderbook etc for a specific item, month and year.
I want the master tab to be the only tab the user will use and want them to have 3 drop-down menus, one with the item, one with the month and one with the year, then a 4th box to show the sales for that criteria. All the database will be in another tab which feeds data to the master tab.
For this example I have just used sales to see if this process can actually be done.
Below is what I want the master tab to look like and also a sample of what the sales would look like. They are all made up as I cannot actually show my company's sales as it is sensitive but they can easily replace the sample. The layout can also be changed to make it easier if need be.
If any of you excel wizards have any suggestions or solutions then that would be greatly appreciated.
Regards,
Jonny.
Excel 2010
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B5, C5 and D5 are drop down lists based on this:
Excel 2010
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This is the sample data:
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I have been given a project to create a report that any user can use to easily see my company's sale, cost of sales, orderbook etc for a specific item, month and year.
I want the master tab to be the only tab the user will use and want them to have 3 drop-down menus, one with the item, one with the month and one with the year, then a 4th box to show the sales for that criteria. All the database will be in another tab which feeds data to the master tab.
For this example I have just used sales to see if this process can actually be done.
Below is what I want the master tab to look like and also a sample of what the sales would look like. They are all made up as I cannot actually show my company's sales as it is sensitive but they can easily replace the sample. The layout can also be changed to make it easier if need be.
If any of you excel wizards have any suggestions or solutions then that would be greatly appreciated.
Regards,
Jonny.
Excel 2010
A | B | C | D | E | F | |
---|---|---|---|---|---|---|
1 | ||||||
2 | The Colour Company | |||||
3 | ||||||
4 | Item | Month | Year | Sales | ||
5 | ||||||
6 |
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Master Sheet
B5, C5 and D5 are drop down lists based on this:
Excel 2010
A | B | C | D | E | F | G | |
---|---|---|---|---|---|---|---|
1 | Item | Month | Year | ||||
2 | Red | January | 2011 | ||||
3 | Blue | February | 2012 | ||||
4 | Green | March | 2013 | ||||
5 | Yellow | April | 2014 | ||||
6 | Orange | May | 2015 | ||||
7 | White | June | |||||
8 | Black | July | |||||
9 | Brown | August | |||||
10 | Purple | September | |||||
11 | Pink | October | |||||
12 | November | ||||||
13 | December | ||||||
14 | Q1 | ||||||
15 | Q2 | ||||||
16 | Q3 | ||||||
17 | Q4 | ||||||
18 |
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Lookup List
This is the sample data:
Sales 2011 | Item | January | February | March | April | May | June | July | August | September | October | November | December | Q1 | Q2 | Q3 | Q4 | |
Red | 8 | 6 | 2 | 5 | 8 | 2 | 4 | 5 | 6 | 9 | 9 | 4 | 29 | 21 | 26 | 30 | ||
Blue | 2 | 4 | 7 | 4 | 6 | 7 | 2 | 8 | 8 | 9 | 6 | 3 | 28 | 18 | 16 | 14 | ||
Green | 3 | 10 | 8 | 9 | 6 | 1 | 9 | 1 | 6 | 2 | 7 | 10 | 35 | 17 | 17 | 37 | ||
Yellow | 10 | 8 | 10 | 6 | 8 | 10 | 2 | 7 | 6 | 6 | 3 | 10 | 10 | 21 | 31 | 25 | ||
Orange | 9 | 1 | 1 | 9 | 5 | 8 | 10 | 7 | 1 | 1 | 5 | 5 | 36 | 15 | 12 | 24 | ||
White | 7 | 6 | 6 | 3 | 2 | 9 | 9 | 6 | 10 | 1 | 9 | 1 | 20 | 30 | 28 | 37 | ||
Black | 8 | 3 | 4 | 10 | 3 | 7 | 1 | 10 | 6 | 7 | 5 | 1 | 36 | 22 | 25 | 33 | ||
Brown | 4 | 5 | 7 | 2 | 1 | 7 | 2 | 2 | 8 | 9 | 3 | 10 | 27 | 23 | 24 | 32 | ||
Purple | 2 | 6 | 4 | 5 | 6 | 3 | 2 | 9 | 2 | 8 | 3 | 3 | 29 | 32 | 13 | 22 | ||
Pink | 1 | 4 | 5 | 9 | 1 | 7 | 9 | 2 | 8 | 4 | 7 | 1 | 34 | 39 | 40 | 36 | ||
Sales 2012 | Item | January | February | March | April | May | June | July | August | September | October | November | December | Q1 | Q2 | Q3 | Q4 | |
Red | 6 | 10 | 6 | 2 | 3 | 7 | 3 | 10 | 2 | 3 | 7 | 5 | 26 | 38 | 37 | 37 | ||
Blue | 5 | 4 | 7 | 9 | 4 | 3 | 2 | 2 | 5 | 3 | 8 | 1 | 16 | 18 | 11 | 15 | ||
Green | 7 | 5 | 10 | 1 | 10 | 3 | 5 | 8 | 6 | 3 | 1 | 9 | 27 | 12 | 12 | 38 | ||
Yellow | 4 | 2 | 1 | 3 | 4 | 6 | 10 | 1 | 5 | 4 | 6 | 9 | 11 | 21 | 32 | 20 | ||
Orange | 3 | 5 | 5 | 8 | 3 | 10 | 3 | 1 | 8 | 3 | 1 | 5 | 20 | 25 | 28 | 31 | ||
White | 4 | 2 | 8 | 5 | 1 | 2 | 7 | 7 | 8 | 9 | 3 | 7 | 11 | 12 | 27 | 13 | ||
Black | 1 | 6 | 3 | 2 | 10 | 4 | 6 | 7 | 3 | 8 | 5 | 7 | 34 | 31 | 33 | 10 | ||
Brown | 7 | 7 | 2 | 3 | 4 | 4 | 6 | 4 | 10 | 9 | 10 | 9 | 15 | 36 | 12 | 16 | ||
Purple | 10 | 3 | 8 | 3 | 2 | 3 | 7 | 10 | 6 | 8 | 6 | 1 | 38 | 36 | 22 | 26 | ||
Pink | 2 | 2 | 8 | 7 | 7 | 8 | 1 | 8 | 7 | 1 | 5 | 5 | 31 | 40 | 39 | 15 | ||
Sales 2013 | Item | January | February | March | April | May | June | July | August | September | October | November | December | Q1 | Q2 | Q3 | Q4 | |
Red | 9 | 2 | 6 | 2 | 8 | 2 | 2 | 8 | 6 | 7 | 3 | 4 | 20 | 40 | 28 | 32 | ||
Blue | 9 | 4 | 3 | 5 | 5 | 3 | 1 | 5 | 1 | 7 | 10 | 3 | 18 | 27 | 29 | 26 | ||
Green | 8 | 3 | 9 | 8 | 1 | 2 | 4 | 7 | 8 | 8 | 1 | 3 | 38 | 18 | 12 | 20 | ||
Yellow | 8 | 7 | 8 | 10 | 2 | 9 | 9 | 5 | 3 | 4 | 4 | 1 | 40 | 28 | 31 | 18 | ||
Orange | 5 | 9 | 2 | 10 | 9 | 9 | 6 | 3 | 10 | 5 | 8 | 7 | 21 | 29 | 19 | 25 | ||
White | 3 | 10 | 7 | 3 | 2 | 6 | 10 | 3 | 2 | 9 | 3 | 9 | 24 | 22 | 36 | 13 | ||
Black | 3 | 6 | 4 | 10 | 6 | 1 | 6 | 3 | 10 | 5 | 7 | 1 | 38 | 12 | 24 | 23 | ||
Brown | 2 | 8 | 1 | 1 | 8 | 8 | 6 | 4 | 1 | 1 | 2 | 5 | 33 | 10 | 20 | 18 | ||
Purple | 6 | 5 | 3 | 8 | 3 | 2 | 2 | 10 | 1 | 8 | 6 | 10 | 20 | 13 | 26 | 34 | ||
Pink | 1 | 10 | 5 | 10 | 5 | 3 | 10 | 1 | 8 | 10 | 2 | 9 | 15 | 19 | 34 | 35 | ||
Sales 2014 | Item | January | February | March | April | May | June | July | August | September | October | November | December | Q1 | Q2 | Q3 | Q4 | |
Red | 8 | 5 | 6 | 8 | 8 | 9 | 1 | 1 | 2 | 6 | 5 | 1 | 24 | 27 | 14 | 29 | ||
Blue | 9 | 5 | 4 | 2 | 9 | 5 | 9 | 6 | 7 | 7 | 4 | 5 | 23 | 12 | 16 | 27 | ||
Green | 1 | 3 | 9 | 5 | 2 | 10 | 3 | 9 | 6 | 2 | 10 | 1 | 17 | 32 | 38 | 30 | ||
Yellow | 4 | 3 | 4 | 1 | 2 | 3 | 2 | 4 | 9 | 9 | 1 | 2 | 18 | 21 | 19 | 14 | ||
Orange | 6 | 6 | 7 | 6 | 3 | 8 | 3 | 6 | 1 | 6 | 7 | 5 | 40 | 18 | 40 | 15 | ||
White | 10 | 1 | 7 | 4 | 2 | 7 | 10 | 1 | 2 | 10 | 8 | 4 | 18 | 29 | 12 | 18 | ||
Black | 8 | 4 | 6 | 8 | 3 | 3 | 3 | 2 | 8 | 7 | 4 | 4 | 13 | 15 | 14 | 13 | ||
Brown | 2 | 9 | 8 | 8 | 3 | 4 | 5 | 2 | 6 | 4 | 1 | 6 | 28 | 26 | 11 | 22 | ||
Purple | 6 | 3 | 7 | 2 | 10 | 6 | 9 | 4 | 6 | 2 | 5 | 4 | 24 | 28 | 27 | 32 | ||
Pink | 8 | 9 | 6 | 3 | 9 | 1 | 9 | 6 | 7 | 8 | 2 | 5 | 22 | 17 | 13 | 37 | ||
Sales 2015 | Item | January | February | March | April | May | June | July | August | September | October | November | December | Q1 | Q2 | Q3 | Q4 | |
Red | 10 | 3 | 10 | 6 | 5 | 9 | 7 | 6 | 8 | 5 | 5 | 10 | 11 | 28 | 15 | 25 | ||
Blue | 3 | 6 | 6 | 2 | 5 | 4 | 6 | 3 | 4 | 3 | 10 | 4 | 40 | 39 | 16 | 32 | ||
Green | 9 | 9 | 4 | 1 | 1 | 6 | 3 | 8 | 7 | 6 | 7 | 4 | 32 | 12 | 29 | 39 | ||
Yellow | 9 | 10 | 10 | 3 | 4 | 9 | 6 | 5 | 9 | 3 | 2 | 10 | 12 | 30 | 21 | 22 | ||
Orange | 5 | 9 | 4 | 1 | 3 | 7 | 4 | 8 | 9 | 6 | 4 | 2 | 35 | 39 | 31 | 21 | ||
White | 1 | 3 | 3 | 9 | 7 | 1 | 3 | 6 | 10 | 3 | 4 | 8 | 22 | 35 | 11 | 19 | ||
Black | 8 | 6 | 4 | 9 | 1 | 2 | 10 | 7 | 7 | 2 | 4 | 9 | 13 | 25 | 37 | 27 | ||
Brown | 3 | 4 | 7 | 4 | 9 | 5 | 4 | 3 | 2 | 9 | 3 | 5 | 26 | 32 | 32 | 17 | ||
Purple | 6 | 7 | 2 | 3 | 9 | 2 | 9 | 7 | 4 | 2 | 10 | 9 | 33 | 38 | 32 | 13 | ||
Pink | 5 | 3 | 4 | 1 | 9 | 6 | 9 | 3 | 4 | 6 | 7 | 10 | 10 | 32 | 25 | 21 | ||
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