Island Gryl
New Member
- Joined
- Jan 11, 2011
- Messages
- 22
- Office Version
- 365
- Platform
- Windows
Hi:
I have some excel basic excel abilities and have a need to go beyond them and not sure what the right approach is so am looking for guidance.
I have two worksheets that each have one common data field, "Order Name" (which is actually the Order number).
Sheet 1 Sales: is data based on a date range and includes all Order Names's for the period (potentially more than one occurrence if multiple items ordered, usually shipping) and the $ value of that Order Name, along with the tax on that order # if any.
Sheet 2 Taxes: is the same date range and includes the same Order Names and a Tax Label Field. Not every order has tax so those with no tax do not exist on this sheet.
My goal is to add the Tax Label Field from Sheet 1 to Sheet 2 and where the Order Number from Sheet 1 does not exist on sheet to Put Exempt.
This lets me report the correct amounts of Sales Revenue per Tax Type and remit the correct amounts of tax to the appropriate authorities
Is this a task for SUMIF or vlookup or ??
thank you in advance, much appreciate the help of the greater mind
Janice
I have some excel basic excel abilities and have a need to go beyond them and not sure what the right approach is so am looking for guidance.
I have two worksheets that each have one common data field, "Order Name" (which is actually the Order number).
Sheet 1 Sales: is data based on a date range and includes all Order Names's for the period (potentially more than one occurrence if multiple items ordered, usually shipping) and the $ value of that Order Name, along with the tax on that order # if any.
Sheet 2 Taxes: is the same date range and includes the same Order Names and a Tax Label Field. Not every order has tax so those with no tax do not exist on this sheet.
My goal is to add the Tax Label Field from Sheet 1 to Sheet 2 and where the Order Number from Sheet 1 does not exist on sheet to Put Exempt.
This lets me report the correct amounts of Sales Revenue per Tax Type and remit the correct amounts of tax to the appropriate authorities
Is this a task for SUMIF or vlookup or ??
thank you in advance, much appreciate the help of the greater mind
Janice