carrying over values from one column to another in a pivot - excel

I would like to be able to carry over the Total for each month in a pivot to the next column:for instance the total calculated for each item for Jan will then be carried over to the next column as the opening inventory for Feb. Is this possible? IF so how can it be done

It sounds like you could use some simple cell reference formulas, but your question is a bit vague. It looks like you want to use data from a pivot table of ending product inventory as the start of February's inventory.
If you're literally just trying to copy the contents of one cell (Your monthly totals in a Pivot Table) into another, try this:
In the cell you are looking to populate with data (We'll say Feb 1st is in cell B2, and January 31st is in cell A2), type the following : =A2.
This tells excel that the contents of B2 are equal to the contents of A2. You can then copy that formula throughout your sheet. You can also do this by selecting the cell you want to populate, type =, then click on the cell you want it to equal. This is useful if you're pulling data from a pivot table, even if it's on another sheet. The formula would end up looking like this
=GETPIVOTDATA("Pivot Table Column Header",Sheetname!$Cell,"Row Label","Row Item")

Related

Is there a way to change the formulas in my Excel sheet that reference another worksheet based on the date?

I've spent hours pouring through posts using VBA, VLOOKUP, INDIRECT, etc. but haven't had much luck for this specific situation and just ended up making myself more confused.
I'm essentially doing a daily financial report. I have two worksheets. The first is "Summary" and simply gathers all the data and numbers from the day's sales and presents them neatly. The second worksheet is "Weekly" and this is where I'll input direct values into cells every day (e.g. Items Sold, Retail Shipping Cost, Total F&B Sales today).The "Weekly" worksheet has each date of the month in columns so, for instance, all the numbers for the 3rd of whatever month are input manually by myself under Column D. All the numbers for the 4th of the month are input into Column E.
The first worksheet is essentially just listing these values again more neatly or occasionally totaled up into larger sales categories which leaves me with a long column of cells in "Summary" containing formulas like "Weekly!F8" "Weekly!F10-Weekly!F3" that I have to change every day to reference the next date's numbers (e.g. Weekly!G8" "Weekly!G10-G3"). I've been using Search and Replace so far to search for "Weekly!*" and replace with "Weekly!next letter of alphabet" but I'm looking for a different solution.
Summary - https://i.imgur.com/6KqiyY8.png
Weekly - https://i.imgur.com/R8eafum.png
Is there a way to automate this so that the cell formulas change to reference the following column in another worksheet depending either on the date or a reference cell that contains an integer denoting the day of the month. I could change that one reference cell value manually and ideally have the whole column of reference formulas update as well.
You can use the OFFSET() worksheet function. For example in your first image, the highlighted cell's formula will become =+OFFSET(Weekly!A10,0,$A$1) where cell $A$1 is the reference cell that contains the day of the month.
A better approach than using OFFSET() in all your formulas is to add a column at the end of your "Weekly" worksheet and call it "Today" for example. Use the OFFSET() worksheet function in all cells of this column. Then you can reference only this column in your "Summary" sheet.
Example: In your "Weekly" worksheet use "AG" column as "Today"'s column. Then the formula of "AG10" will become =OFFSET(A10,0,$A$1) and the formula of the highlighted cell in your first image will simply become =+Weekly!AG10

Pull data from others sheets using drop down list

I have two sheets, in sheet2 I store all the data for each month. In sheet1 I want to do the calculaions for each month using many duffrent formula. In Sheet1 I created a drop down list that takes the months names from Sheet2. What I want to do is when I select for example January, January numbers will show and the calculations will be done for only January. Here is a capture of Sheet 2 and Sheet 1:
I found something using VLOOKUP AND INDIRECT but it assign the selectd item from select list as a sheet name.
=VLOOKUP(B6,INDIRECT(""&$C$1&"!b2:c11"),2,0)
In the list items I have the months from Sheet2..
Is their a possiable way to do that? because I am lost.
I think SUMPRODUCT() formula will meet your requirement. So, when you selct any month from dropdown list then SUMPRODUCT() formula will catch related value from sheet2 for that month and particulars. Then you can do further calculation with that value like 15% plus, minus blah blah. Here is formula to get value from sheet2 to sheet1 for selected month...
=SUMPRODUCT((Sheet2!$B$9:$E$9=$C$9)*(Sheet2!$A$10:$A$13=$A10)*(Sheet2!$B$10:$E$13))
INDEX(), MATCH() will also work in this case.
=INDEX(Sheet2!$B$10:$E$13,MATCH($A10,Sheet2!$A$10:$A$13,0),MATCH($C$9,Sheet2!$B$9:$E$9,0))

Excel create a summary using a drop down, obtaining data from another sheet using sumif formula

I have a spread sheet I've been working on and would like to create a summary sheet within the workbook to make it more user friendly (avoiding using VBA)
I want the user to be able to select a month (1-12) from a drop down in the sheet named "Summary" and the data to be populated from the "Actuals" sheet.
Currently I manually update the formula:
"=SUMIF(Acutals!A:A,Summary!A5,Acutals!B:B)"
and move the "Acutals!B:B" along a column when I want the next months data (January = B:B, February = C:C, March = D:D etc.).
Can I use the indirect function and sumif (to find the correct account description) to refer to the drop down in cell B1 on the Summary Sheet and link that to the correct month column on the Actuals sheet?
=SUMPRODUCT((Acutals!$B$5:$M$200)*(Acutals!$A$5:$A$200=$B5)*(Acutals!$B$3:$M$3=$B$1))
unlike SUMIFS, SUMPRODUCT can be used on multiple columns but cannot reference whole columns eg A:A.

Row Number In Formula Not Counting When I Drag

I have the formula below that I'm using to link to a certain sheet and cell in my workbook that contains a graph for each entry. On the sheet I link too, each graph is about 20 cells down from the previous one. I have over a 100 graphs now and it will grow in time so I was trying to use the HYPERLINK formula rather than the Hyperlink button for this. I thought I would be able to just insert the formula in the first row, paste it in the second row with an added 20 cells, highlight the two and drag it down but it will not count in increments of 20.
Is this even possible?
=HYPERLINK("#'Trends'!A25","Click To View Trend")
I'm thinking you will have to use some type of concatenation to get the behavior you are after. To do this, you may want to employ a "helper" column. For example, put the "numbers" you are after in column B -- below you will see that I incremented it by 5.
Now your HYPERLINK formula in cell A1 is written as:
=HYPERLINK("[Book1]Sheet2!A"& B1,"Click Me for Sheet2, Cell A"&B1)
(Assuming the workbook is called Book1. Now, I can drag that formula down and it will update "dynamically" to account for the changes in column B.

Drag down Series

I have an Excel workbook with multiple Sheets month wise(i.e Jan, Feb, March).
Data are arranged like
January in separate sheet and February in Separate sheet.
Now in summary sheet I would like to add = JanA3+FebA3+MarchA3
And the next entry in summary will be = JanA6+FebA6+`MarchA6
When I drag that formula in Summary Sheet, it is not coming automatically.
You can't tell excel to change the reference by 3 rows when you only move the formula one row.
You can write a macro to do this or you can fill the formula down until you get the result you want and then delete the cells between and shift the cells up. The reference will remain as you want.

Resources