How to make a customer wise,month wise report

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Fluff

MrExcel MVP, Moderator
Joined
Jun 12, 2014
Messages
42,332
Office Version
365
Platform
Windows
You have given us very little to go on, other than a file which shows your data, but not what you want.
Also a lot of members will not, or cannot, access share sites for security reasons.

I would suggest that you explain exactly what you want, along with posting some sample data to the post.
There are some add-ins available here https://www.mrexcel.com/forum/about-board/508133-attachments.html that will enable you to post dat to the post.
 

john5599

Board Regular
Joined
Mar 11, 2010
Messages
221
You have given us very little to go on, other than a file which shows your data, but not what you want.
Also a lot of members will not, or cannot, access share sites for security reasons.

I would suggest that you explain exactly what you want, along with posting some sample data to the post.
There are some add-ins available here https://www.mrexcel.com/forum/about-board/508133-attachments.html that will enable you to post dat to the post.
I am adding adding screenshot herewith.Wherever Invoice numbers are blank there take the challan number number and date to instead of Invoice number and date. I would like to have monthly item wise sale for each party. Hoping it is clear

Data2
ABCDEFGHIJ
1DELIVERY
DATE
INVOIVCE
NO
INVOICE
DATE
CHELLAN
NO
PARTY NAME & ADDRESSPARTY NAMEADDRESSITEM NAMEQTYTYPE
2562221852511/05/19Honeywell - HoneywellBRAKE CAME / LEVER SET FRONT15PURCHASE
3562221853518/05/19Bush - BushBRAKE CAME / LEVER SET REAR40PURCHASE
4562221858522/05/19Honeywell - HoneywellBRAKE PADEL50PURCHASE
5562221852317/11/18Rodger - RodgerBRAKE ROD COMPLETE200PURCHASE
6562225166727/02/19Sansui - SansuiBRAKE YOKE100PURCHASE
7562293824311/02/19K.K Trading - K.K TradingCHAIN SPROCKET SET13PURCHASE
8562293826201/05/19Sun and Sand - Sun and SandBRAKE CAME / LEVER SET REAR37SALE
915/05/19CH.1708Sun and Sand - South KFSun and SandSouth KFBRAKE CAME / LEVER SET REAR2SCHEME
1017/05/19CH.1709Sun and Sand - West costSun and SandWest costBRAKE CAME / LEVER SET REAR55SALE
11TAB/1819/2521/06/19Maxwell - Down townMaxwellDown townBRAKE CAME / LEVER SET REAR20SALE
12TAB/1819/2822/06/19CH.1749Luminar - Market PlaceLuminarMarket PlaceBRAKE CAME / LEVER SET REAR20SALE
13TAB/1819/3025/06/19CH.1747Jumbo - Market PlaceJumboMarket PlaceBRAKE ROD COMPLETE20SALE
14TAB/1819/2926/06/19CH.1905Jumbo - Beach RoadJumboBeach RoadBRAKE ROD COMPLETE8SCHEME
15TAB/1819/4527/06/19Sun and Sand - West costSun and SandWest costBRAKE ROD COMPLETE15SALE
16TAB/1819/4728/06/19K.K Trading - Market PlaceK.K TradingMarket PlaceBRAKE ROD COMPLETE3SALE

<thead>
</thead><tbody>
</tbody>
Excel 2007

Worksheet Formulas
CellFormula
E2=CONCATENATE(F2, " - ",G2)
E3=CONCATENATE(F3, " - ",G3)
E4=CONCATENATE(F4, " - ",G4)
E5=CONCATENATE(F5, " - ",G5)
E6=CONCATENATE(F6, " - ",G6)
E7=CONCATENATE(F7, " - ",G7)
E8=CONCATENATE(F8, " - ",G8)
E9=CONCATENATE(F9, " - ",G9)
E10=CONCATENATE(F10, " - ",G10)
E11=CONCATENATE(F11, " - ",G11)
E12=CONCATENATE(F12, " - ",G12)
E13=CONCATENATE(F13, " - ",G13)
E14=CONCATENATE(F14, " - ",G14)
E15=CONCATENATE(F15, " - ",G15)
E16=CONCATENATE(F16, " - ",G16)

<thead>
</thead><tbody>
</tbody>

<tbody>
</tbody>













Kindly do the needful

Thanks
 

john5599

Board Regular
Joined
Mar 11, 2010
Messages
221
Sorry for the inconvenience

Output may look like follows
Sheet1
ABCDE
2Customer: HoneywellInward
Qty
Outward
Qty
3
4Invoice No.Date
5562221852511/05/19BRAKE CAME / LEVER SET FRONT15
6Total15
7562221858522/05/19BRAKE PADEL50
8Total50
9
10Customer: Sun and Sand - West costInward
Qty
Outward
Qty
11
12CH.170917/05/19BRAKE CAME / LEVER SET REAR55
13TOTAL55
14BRAKE ROD COMPLETE15
15TOTAL15

<thead>
</thead><tbody>
</tbody>
Excel 2007





Purchase is inward
sale, scheme,FOC are outward

For each customer bought same item should come collectively.
 
Last edited:

john5599

Board Regular
Joined
Mar 11, 2010
Messages
221
:confused: No reply from anyone. Still questions are not clear? I will be very thankful if someone may help me:confused:
 
Last edited:

Fluff

MrExcel MVP, Moderator
Joined
Jun 12, 2014
Messages
42,332
Office Version
365
Platform
Windows
Personally I still don't understand what you are after. Added to which formulae are not my strong point, so would not be able to help anyway.
Hopefully someone else will see this & step in.
 

Fluff

MrExcel MVP, Moderator
Joined
Jun 12, 2014
Messages
42,332
Office Version
365
Platform
Windows
Cross posted https://chandoo.org/forum/threads/sales-summary-report.42026/

While we do not prohibit Cross-Posting on this site, we do ask that you please mention you are doing so and provide links in each of the threads pointing to the other thread (see rule 13 here along with the explanation: Forum Rules).
This way, other members can see what has already been done in regards to a question, and do not waste time working on a question that may already be answered.
 

john5599

Board Regular
Joined
Mar 11, 2010
Messages
221
Cross posted https://chandoo.org/forum/threads/sales-summary-report.42026/

While we do not prohibit Cross-Posting on this site, we do ask that you please mention you are doing so and provide links in each of the threads pointing to the other thread (see rule 13 here along with the explanation: Forum Rules).
This way, other members can see what has already been done in regards to a question, and do not waste time working on a question that may already be answered.
Sir with respect as you are a MVP at this site is it fair. Sir where is the same question. Is that same exact question which I asked in this site? And did I get the correct answer? I have posted my question here in this site 3 days before and since I did not get any answer and even any of the members did not understand my question but you find that is cross posting and I got the right answer. I am asking for help and you are talking about rules. Sir did someone wasting his time for asking question which is answered? Did you check how many hours before I was posted my question there? Since it is not the same post I did not give any link or clarification to here. You are not bothering about my time for just keep waiting for an answer from here. You are only bothering about rules.
Sir what you told me you “Personally I still don't understand what you are after. Added to which formulae is not my strong point, so would not be able to help anyway.
Hopefully someone else will see this & step in.

You personally you did not understand what I mean but you find out cross posting and got answered.
The formula in the screenshot was not the part of my question and leave it. If you are not willing to help don’t help but don’t hesitate.


If you want to remove the post you may

God bless
 

Fluff

MrExcel MVP, Moderator
Joined
Jun 12, 2014
Messages
42,332
Office Version
365
Platform
Windows
With respect you posted the exact same question on another site, that means you need to let people know, by supplying a link here.

I would suggest that you read this link to understand about cross posting https://www.excelguru.ca/content.php?184
 

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