Detting up subtotaled income statement

[Tim K]

Hi All,

Hoping someonme can help me. I want to set up an income
statement where I can pull in detail from numerous line
item accounts and have them subtotal. Is there an easy
way to do this - Example follows

Revenue:
Commissions:
1101 Source A 100
1102 Source B 200
1103 Source C 150
Subtotled Commissions: 450
1200 Other Income 50
1300 Interest Income 50
Total Revenue 550

I would like to be able to print one version that shows
all of the above, one that shows the subtotaled commisions
plus the other income plus the interest income totaling to
total revenue, and finally one that only presents
the "total revenue" I'm looking for a "collapsing format"
similar to when you use data,subtotal

Help!

Thanks

tk

 

[AlfD]

Hi!

Have you given any thought to structuring your data so that yo
actually can use data>subtotals?

It might be easiest to slip in an extra column of codes for items fo
sorting purposes and then use subtotals.

Al

 

[DDM]

Tim, I suppose the operative word here is "easy." Given your example, and
your stated goal of printing different views of the data, I would say the
best approach is to do a manual "Group and Outline." So:

1- Sum Rows 3-5 in Row 6. Select Rows 3-5, then Data > Group and Outline >
Group.
2- Sum Rows 6-8 in Row 9.
3- Select Rows 2-8 (or 1-8), then Data > Group and Outline > Group.

That will enable you to present/print the data in the versions you
enumerated. Collapsing Rows 2-8 allows you to present/print only the "total
revenue," while collapsing Rows 3-5 allows you to present/print subtotaled
commissions plus incomes to add up to total revenue.

DDM
"DDM's Microsoft Office Tips and Tricks"
www.ddmcomputing.com