Not certain if this is possible...

STEMALO

Board Regular
Joined
Apr 15, 2008
Messages
93
Hi everyone,

I have a list of activities that are grouped per quarter. Each activity has a vendor and an activity code. Tracking ESTIMATED Revenue, ESTIMATED Expenses, ESTIMATED Profit (EST REV - EST EXP).
Then in Monthly columns (JAN to DEC) I enter the actual Revenue that i did. Goal is to be able to filter by vendor and quarter to see what actual profit i made.
So request is to be able to select vendor and quarter and have certain columns calculate on their own.
here is a sample
VendorQuarterWBS#PA#ActivityESTIMATED RevenueESTIMATED ExpenseESTIMATED ProfitMonth billingJANFEBMARAPRMAYJUN
COMPANY ABCQ1M-123456123456National Sales Conference$ 3,000$ 1,000$ 2,000March$ -$ -$ 3,000.00
COMPANY ABCQ1M-123456123456BLA BLA$ 4,000$ -$ 4,000March$ -$ -$ -
COMPANY ABCQ1M-123456123456BLA BLA BLA$ 10,000$ -$ 10,000March$ -$ -$ -
COMPANY ABCQ1M-123456123456BLA BLA BLA BLA$ 5,000$ 3,000$ 2,000March$ -$ -$ -
COMPANY ABCQ1M-123456123456YO$ 7,000$ -$ 7,000March$ -$ -$ 5,000.00
COMPANY ABCQ1M-123456123456YO YO$ 7,000$ 2,000$ 5,000March$ -$ -$ 8,000.00
COMPANY ABCQ1M-123456123456YO BLA$ 25,000$ 10,000$ 15,000March$ -$ -$ 16,000.00
COMPANY ABCQ1M-123456123456Demo Units$ 3,500$ 2,000$ 1,500March$ -$ -$ 1,000.00
COMPANY ABCQ1M-123456123456Store Giveaway$ 3,000$ 1,000$ 2,000March$ -$ -$ -
COMPANY ABCQ1SubTotal$ 67,500$ 19,00048,500ACTUAL PROFIT$ -$ -$ 33,000
COMPANY ABCQ1TARGET PROFIT$ 48,500
COMPANY ABCQ1DELTA PROFIT$ -$ --$ 15,500
COMPANY ABCQ2M-123456123456SOMETHING$ 4,000$ -$ 4,000June$ -$ -$ 25,000
COMPANY ABCQ2M-123456123456SOMETHING NEW$ 15,000$ 5,000$ 10,000June$ -$ -$ 10,000
COMPANY ABCQ2M-123456123456SOMETHING OLD$ 7,000$ -$ 7,000June$ -$ -$ 7,000
COMPANY ABCQ2M-123456123456BLA BLA$ 10,000$ 10,000June$ -$ -$ -
COMPANY ABCQ2M-123456123456BLA BLA BLA$ 10,000$ 10,000June$ -$ -$ -
COMPANY ABCQ2M-123456123456YO BLA$ 1,000$ 700$ 300June$ -$ -$ -
COMPANY ABCQ2M-123456123456Demo Units$ 2,000$ 400$ 1,600June$ -$ -$ 1,000
COMPANY ABCQ2M-123456123456Store Giveaway$ 40,000$ 33,600$ 6,400June$ -$ -$ 6,000
COMPANY ABCQ2M-123456123456National Sales Conference$ 20,000$ 12,000$ 8,000June$ -$ -$ 83,000
COMPANY ABCQ2SubTotal$109,000$51,700$57,300ACTUAL PROFIT$ -$ -$ 132,000
COMPANY ABCQ2TARGET PROFIT$ 35,000$ 20,000$ 85,000
COMPANY ABCQ2DELTA PROFIT-$ 35,000-$ 20,000$ 47,000
 

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What did Pito Salas invent?
Pito Salas, working for Lotus, popularized what would become to be pivot tables. It was released as Lotus Improv in 1989.
Let me rephrase, because it is confusing...
I want to be able to apply filter on various columns and they have the columns that contain values summed up.
 
Upvote 0
a bit lit SUMIFS but instead of hardcoding everything i would use the sort & filter, so if i sort COMPANY ABC with Q1 it would do the sum/subtotal
 
Upvote 0

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