G
Gavim Francis
Hi, I've a slightly tricky task which I'm sure can be automated but am
struggling to find out how.
Basically I am sent a monthly report with sales figures with about 10
columns and 1000s of rows. On one worksheet I list the gross amount
we have sold in each product per month. One of the columns shows the
product name.
I also copy this original report into another worksheet from which
pivot tables run from to list the amount of sales to each company YTD.
My problem is this - now I need to list the monthly values of sales
from certain clients. Unfortunately the reports that I receive do not
list the month although I can obviously add this if needed.
What I would like is that I update the main record of sales YTD and
when I refresh my data it updates a pivot table which shows the sales
per company and adds their new sales in a new month.
The only way that Excel knows which month has been done is because
there will be data in another sheet for that month (the data that I
wrote about it the 2nd paragraph). I also thought that Excel could
someone calculate the difference from the previous month's total but
I'm not too sure.
Does anyone have any ideas how I can accomplish this without stress?
Thanks in advance.
struggling to find out how.
Basically I am sent a monthly report with sales figures with about 10
columns and 1000s of rows. On one worksheet I list the gross amount
we have sold in each product per month. One of the columns shows the
product name.
I also copy this original report into another worksheet from which
pivot tables run from to list the amount of sales to each company YTD.
My problem is this - now I need to list the monthly values of sales
from certain clients. Unfortunately the reports that I receive do not
list the month although I can obviously add this if needed.
What I would like is that I update the main record of sales YTD and
when I refresh my data it updates a pivot table which shows the sales
per company and adds their new sales in a new month.
The only way that Excel knows which month has been done is because
there will be data in another sheet for that month (the data that I
wrote about it the 2nd paragraph). I also thought that Excel could
someone calculate the difference from the previous month's total but
I'm not too sure.
Does anyone have any ideas how I can accomplish this without stress?
Thanks in advance.