Is this possible?

  • Thread starter Thread starter Matt
  • Start date Start date
M

Matt

I currently use excel to track sales for two stores. I have one document
for each store that lists daily category sales for each week in the month.
Then I have a second document that combines weekly category sales for both
stores into a monthly total sheet. Then I have a third document for each
store and a combined one for total sales that lists monthly sales in each
category and totals it all up at the bottom. So basically I have a weekly
sheet for each store, a monthly sheet for both stores, a yearly sheet for
each store and the company as a whole. To me this seems like too much
redundant work... is there a way to combine all this into one document,
maybe each on a sheet that cross adds and averages?

Sorry if this is an easy question but I'm making the switch from Works and
my Office 2000 came bundled with my system and didn't include any books or
manuals (at least none that are still around today).
 
This can be easily combined into one worksheet. Try to organize your
sales as you would in a database. The fields for the sheet would be
'Store Location', $ sales, Sales Date, etc. Then you could use a simple
VBA procedure that would summarize the data based on the criteria you
specify on a second sheet.
 
Depending on the number of rows you create each day, you may be able to
store all the data on one worksheet. In addition to the sales data that
your currently entering, include the store number in one of the columns,
and the Sale Date in another column.

Then, you can use and AutoFilter to view the data for one store, or a
specific date range. There are instructions in Excel's Help, and here:

http://www.contextures.com/xlautofilter01.html

To summarize the data, you can use a Pivot Table. There are instructions
in Excel's Help, and Jon Peltier has information and links:

http://peltiertech.com/Excel/Pivots/pivotstart.htm
 
thanks everyone!

Debra Dalgleish said:
Depending on the number of rows you create each day, you may be able to
store all the data on one worksheet. In addition to the sales data that
your currently entering, include the store number in one of the columns,
and the Sale Date in another column.

Then, you can use and AutoFilter to view the data for one store, or a
specific date range. There are instructions in Excel's Help, and here:

http://www.contextures.com/xlautofilter01.html

To summarize the data, you can use a Pivot Table. There are instructions
in Excel's Help, and Jon Peltier has information and links:

http://peltiertech.com/Excel/Pivots/pivotstart.htm
Click to expand...
 
Back
Top