How to make a customer wise,month wise report

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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-board/508133-attachments.html that will enable you to post dat to the post.
 
Upvote 0
Fluff said:
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-board/508133-attachments.html that will enable you to post dat to the post.
Click to expand...

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

CellFormula
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)

<tbody>
[TD="bgcolor: #FFFFFF"] Worksheet Formulas [TABLE="class: html-maker-worksheet"]
<thead>[TR]

</thead><tbody>
</tbody>
[/TD]
[/TR]
</tbody>[/TABLE]













Kindly do the needful

Thanks
 
Upvote 0
Sorry for the inconvenience

Output may look like follows
Sheet1[TABLE="class: html-maker-worksheet"]
<thead>[TR]
[TH][/TH]
[TH]A[/TH]
[TH]B[/TH]
[TH]C[/TH]
[TH]D[/TH]
[TH]E[/TH]
[/TR]
</thead><tbody>[TR]
[TH]2[/TH]
[TD="align: center"]Customer: Honeywell[/TD]
[TD][/TD]
[TD][/TD]
[TD="align: center"]Inward
Qty[/TD]
[TD="align: center"]Outward
Qty[/TD]
[/TR]
[TR]
[TH]3[/TH]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TH]4[/TH]
[TD]Invoice No.[/TD]
[TD]Date[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TH]5[/TH]
[TD]5622218525[/TD]
[TD]11/05/19[/TD]
[TD]BRAKE CAME / LEVER SET FRONT[/TD]
[TD="align: right"]15[/TD]
[TD][/TD]
[/TR]
[TR]
[TH]6[/TH]
[TD][/TD]
[TD][/TD]
[TD="align: center"]Total[/TD]
[TD="align: right"]15[/TD]
[TD][/TD]
[/TR]
[TR]
[TH]7[/TH]
[TD]5622218585[/TD]
[TD]22/05/19[/TD]
[TD]BRAKE PADEL[/TD]
[TD="align: right"]50[/TD]
[TD][/TD]
[/TR]
[TR]
[TH]8[/TH]
[TD][/TD]
[TD][/TD]
[TD="align: center"]Total[/TD]
[TD="align: right"]50[/TD]
[TD][/TD]
[/TR]
[TR]
[TH]9[/TH]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TH]10[/TH]
[TD="align: center"]Customer: Sun and Sand - West cost[/TD]
[TD][/TD]
[TD][/TD]
[TD="align: center"]Inward
Qty[/TD]
[TD="align: center"]Outward
Qty[/TD]
[/TR]
[TR]
[TH]11[/TH]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TH]12[/TH]
[TD]CH.1709[/TD]
[TD]17/05/19[/TD]
[TD]BRAKE CAME / LEVER SET REAR[/TD]
[TD][/TD]
[TD="align: right"]55[/TD]
[/TR]
[TR]
[TH]13[/TH]
[TD][/TD]
[TD][/TD]
[TD="align: center"]TOTAL[/TD]
[TD][/TD]
[TD="align: right"]55[/TD]
[/TR]
[TR]
[TH]14[/TH]
[TD][/TD]
[TD][/TD]
[TD]BRAKE ROD COMPLETE[/TD]
[TD][/TD]
[TD="align: right"]15[/TD]
[/TR]
[TR]
[TH]15[/TH]
[TD][/TD]
[TD][/TD]
[TD="align: center"]TOTAL[/TD]
[TD][/TD]
[TD="align: right"]15[/TD]
[/TR]
</tbody>[/TABLE]
Excel 2007





Purchase is inward
sale, scheme,FOC are outward

For each customer bought same item should come collectively.
 
Last edited:
Upvote 0
:confused: No reply from anyone. Still questions are not clear? I will be very thankful if someone may help me:confused:
 
Last edited:
Upvote 0
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.
 
Upvote 0
Cross posted https://chandoo.org/forum/threads/sales-summary-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.
 
Upvote 0
Fluff said:
Cross posted https://chandoo.org/forum/threads/sales-summary-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.
Click to expand...
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
 
Upvote 0
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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