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Thread: How to make a customer wise,month wise report
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    Question How to make a customer wise,month wise report

    Hi

    Can someone kindly help me to make a customer wise and month sales report with the file attached. Can we make with pivot table.

    https://www.dropbox.com/s/cdl5r9k24f...mple.xlsx?dl=0

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    Default Re: How to make a customer wise,month wise report

    There is no reply?

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    Default Re: How to make a customer wise,month wise report

    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-...tachments.html that will enable you to post dat to the post.
    - Posting Data try one of these tools
    - Posting guidelines, forum rules and terms of use
    - Read the FAQs

    Running Office 365 on Win 10

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    Default Re: How to make a customer wise,month wise report

    Quote Originally Posted by Fluff View Post
    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-...tachments.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
    A B C D E F G H I J
    1 DELIVERY
    DATE
    INVOIVCE
    NO
    INVOICE
    DATE
    CHELLAN
    NO
    PARTY NAME & ADDRESS PARTY NAME ADDRESS ITEM NAME QTY TYPE
    2 5622218525 11/05/19 Honeywell - Honeywell BRAKE CAME / LEVER SET FRONT 15 PURCHASE
    3 5622218535 18/05/19 Bush - Bush BRAKE CAME / LEVER SET REAR 40 PURCHASE
    4 5622218585 22/05/19 Honeywell - Honeywell BRAKE PADEL 50 PURCHASE
    5 5622218523 17/11/18 Rodger - Rodger BRAKE ROD COMPLETE 200 PURCHASE
    6 5622251667 27/02/19 Sansui - Sansui BRAKE YOKE 100 PURCHASE
    7 5622938243 11/02/19 K.K Trading - K.K Trading CHAIN SPROCKET SET 13 PURCHASE
    8 5622938262 01/05/19 Sun and Sand - Sun and Sand BRAKE CAME / LEVER SET REAR 37 SALE
    9 15/05/19 CH.1708 Sun and Sand - South KF Sun and Sand South KF BRAKE CAME / LEVER SET REAR 2 SCHEME
    10 17/05/19 CH.1709 Sun and Sand - West cost Sun and Sand West cost BRAKE CAME / LEVER SET REAR 55 SALE
    11 TAB/1819/25 21/06/19 Maxwell - Down town Maxwell Down town BRAKE CAME / LEVER SET REAR 20 SALE
    12 TAB/1819/28 22/06/19 CH.1749 Luminar - Market Place Luminar Market Place BRAKE CAME / LEVER SET REAR 20 SALE
    13 TAB/1819/30 25/06/19 CH.1747 Jumbo - Market Place Jumbo Market Place BRAKE ROD COMPLETE 20 SALE
    14 TAB/1819/29 26/06/19 CH.1905 Jumbo - Beach Road Jumbo Beach Road BRAKE ROD COMPLETE 8 SCHEME
    15 TAB/1819/45 27/06/19 Sun and Sand - West cost Sun and Sand West cost BRAKE ROD COMPLETE 15 SALE
    16 TAB/1819/47 28/06/19 K.K Trading - Market Place K.K Trading Market Place BRAKE ROD COMPLETE 3 SALE
    Excel 2007

    Worksheet Formulas
    Cell Formula
    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)













    Kindly do the needful

    Thanks

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    Default Re: How to make a customer wise,month wise report

    Sorry for the inconvenience

    Output may look like follows
    Sheet1
    A B C D E
    2 Customer: Honeywell Inward
    Qty
    Outward
    Qty
    3
    4 Invoice No. Date
    5 5622218525 11/05/19 BRAKE CAME / LEVER SET FRONT 15
    6 Total 15
    7 5622218585 22/05/19 BRAKE PADEL 50
    8 Total 50
    9
    10 Customer: Sun and Sand - West cost Inward
    Qty
    Outward
    Qty
    11
    12 CH.1709 17/05/19 BRAKE CAME / LEVER SET REAR 55
    13 TOTAL 55
    14 BRAKE ROD COMPLETE 15
    15 TOTAL 15
    Excel 2007





    Purchase is inward
    sale, scheme,FOC are outward

    For each customer bought same item should come collectively.
    Last edited by john5599; Jul 1st, 2019 at 03:17 PM.

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    Default Re: How to make a customer wise,month wise report

    No reply from anyone. Still questions are not clear? I will be very thankful if someone may help me
    Last edited by john5599; Jul 1st, 2019 at 11:04 PM.

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    Default Re: How to make a customer wise,month wise report

    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.
    - Posting Data try one of these tools
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    Default Re: How to make a customer wise,month wise report

    Cross posted https://chandoo.org/forum/threads/sa...-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.
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    Default Re: How to make a customer wise,month wise report

    Quote Originally Posted by Fluff View Post
    Cross posted https://chandoo.org/forum/threads/sa...-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

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    Default Re: How to make a customer wise,month wise report

    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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