Conditional formula execution

FlexicareTommy

New Member
Joined
Apr 4, 2013
Messages
11
My companies reporting system gives the most garbage report for analyzing with excel. Rather than spending hours rearranging data to a more Excel friendly format (marco's won't work...I think), I'm wondering if there's an imbedded conditional formula to help out. I've tried a few different ideas, but can't seem to crack this puzzle. To give an overview of the objective, we're trying to create a report to view sales to a given customer by the product category instead lump sum total sales or even individual items. This will allow us to determine if a particular product line is growing or struggling.

The raw data that our inventory system generates looks like this. I used a vlookup to include the category column.
[TABLE="class: grid, width: 500"]
<tbody>[TR]
[TD]Customer name[/TD]
[TD]product number[/TD]
[TD]price[/TD]
[TD]qty[/TD]
[TD]ext. sale[/TD]
[TD]Category[/TD]
[/TR]
[TR]
[TD]ACE[/TD]
[TD]032-22-859[/TD]
[TD]$20.00[/TD]
[TD]100[/TD]
[TD]$2,000[/TD]
[TD]032-22[/TD]
[/TR]
[TR]
[TD]ACE[/TD]
[TD]032-22-789[/TD]
[TD]$18.00[/TD]
[TD]100[/TD]
[TD]$1,800[/TD]
[TD]032-22[/TD]
[/TR]
[TR]
[TD]ACE[/TD]
[TD]032-77-662[/TD]
[TD]$87.00[/TD]
[TD]100[/TD]
[TD]$8,700[/TD]
[TD]032-77[/TD]
[/TR]
[TR]
[TD]ACE[/TD]
[TD]032-77-491[/TD]
[TD]$82.00[/TD]
[TD]100[/TD]
[TD]$8,200[/TD]
[TD]032-77[/TD]
[/TR]
[TR]
[TD]ACE[/TD]
[TD]0044-56[/TD]
[TD]$79.00[/TD]
[TD]100[/TD]
[TD]$7,900[/TD]
[TD]0044[/TD]
[/TR]
[TR]
[TD]ACE[/TD]
[TD]0055-21[/TD]
[TD]$189.00[/TD]
[TD]100[/TD]
[TD]$18,900[/TD]
[TD]0055[/TD]
[/TR]
[TR]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]Billbur[/TD]
[TD]032-77-662[/TD]
[TD]$87.00[/TD]
[TD]100[/TD]
[TD]$8,700[/TD]
[TD]032-77[/TD]
[/TR]
[TR]
[TD]Billbur[/TD]
[TD]032-77-888[/TD]
[TD]$76.00[/TD]
[TD]100[/TD]
[TD]$7,600[/TD]
[TD]032-77[/TD]
[/TR]
[TR]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]Cawlings[/TD]
[TD]032-22-859[/TD]
[TD]$20.00[/TD]
[TD]100[/TD]
[TD]$2,000[/TD]
[TD]032-22[/TD]
[/TR]
[TR]
[TD]Cawlings[/TD]
[TD]032-22-789[/TD]
[TD]$18.00[/TD]
[TD]100[/TD]
[TD]$1,800[/TD]
[TD]032-22[/TD]
[/TR]
</tbody>[/TABLE]

On our reports, we want to have one sheet per customer, something that would look like this:

[TABLE="class: grid, width: 500"]
<tbody>[TR]
[TD]Customer[/TD]
[TD]segment[/TD]
[TD]category[/TD]
[TD]March sales[/TD]
[/TR]
[TR]
[TD]ACE[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD][/TD]
[TD]blades[/TD]
[TD]032-22[/TD]
[TD]formula needed[/TD]
[/TR]
[TR]
[TD][/TD]
[TD][/TD]
[TD]032-77[/TD]
[TD]formula needed[/TD]
[/TR]
[TR]
[TD][/TD]
[TD][/TD]
[TD]55-87[/TD]
[TD]formula needed[/TD]
[/TR]
[TR]
[TD][/TD]
[TD][/TD]
[TD]55-84[/TD]
[TD]formula needed[/TD]
[/TR]
[TR]
[TD][/TD]
[TD]masks[/TD]
[TD]0044[/TD]
[TD]formula needed[/TD]
[/TR]
[TR]
[TD][/TD]
[TD][/TD]
[TD]0055[/TD]
[TD]formula needed[/TD]
[/TR]
</tbody>[/TABLE]

So essentially what I'm looking for is a kind of conditional sumif() statement. Searching the first column for customer name, if that matches, then performing a sumif() of all records with that customer so I can get the total category sales. Does anyone know a way I could achieve this?
 

Excel Facts

How to total the visible cells?
From the first blank cell below a filtered data set, press Alt+=. Instead of SUM, you will get SUBTOTAL(9,)
I agree Pivot tables seems to be the most likely option. You could then use the "show report filter pages" option for the different customers.
 
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