nevillet01
New Member
- Joined
- Aug 6, 2023
- Messages
- 1
- Office Version
- 2007
- Platform
- Windows
Hi All,
I run a small business and record my income on an Excel 2007 speadsheet which I've attached (edited version)
The essential info is date the job was completed and the associated income.
At the end of the week (Saturday) I manually total the weeks income together with number of transactions and the average value.
The speadsheet has several worksheets with include prospects and current.
Once a job is complete and paid for I transfer it from the Current to the Income sheet with the newest transaction at the top of the list.
In a perfect world I'd like to have a new worksheet that automaticly displays:
Daily total
Weekly total
Monthly total
Moving 7/14/28 averages
It would also be nice to have this info in graphical form too.
I'm guessing I need pivot table but not sure where to start.
Many thanks.
Also asked here I think I need a pivot table but not sure.
I run a small business and record my income on an Excel 2007 speadsheet which I've attached (edited version)
The essential info is date the job was completed and the associated income.
At the end of the week (Saturday) I manually total the weeks income together with number of transactions and the average value.
The speadsheet has several worksheets with include prospects and current.
Once a job is complete and paid for I transfer it from the Current to the Income sheet with the newest transaction at the top of the list.
In a perfect world I'd like to have a new worksheet that automaticly displays:
Daily total
Weekly total
Monthly total
Moving 7/14/28 averages
It would also be nice to have this info in graphical form too.
I'm guessing I need pivot table but not sure where to start.
Many thanks.
Also asked here I think I need a pivot table but not sure.
Attachments
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