Question description:
This user has given permission to use the problem statement for this
blog.
There are a number of funds under Company A.
How can I organise/summarise my data such that i do not have to enter company A repeatedly? What I'm doing now is:
[in the same column]
Company A
(indent)Fund I
(indent)Fund II
However this way it would be difficult for me to filter the company that I want to search.
Solved by D. C. in 7 mins
This is the chat thread from the real Excelchat help session. It contains no private user
information.
User
16/10/2018 - 02:47
Hi there
Excelchat Expert
16/10/2018 - 02:47
Hello! Welcome to got it pro!
User
16/10/2018 - 02:47
Thanks!
Excelchat Expert
16/10/2018 - 02:48
I saw you have a question regarding how to sum a number based on another column
Excelchat Expert
16/10/2018 - 02:48
Is that correct?
User
16/10/2018 - 02:48
Let me show you the file
Excelchat Expert
16/10/2018 - 02:48
Sure
User
16/10/2018 - 02:48
so you can understand better
Excelchat Expert
16/10/2018 - 02:48
Or you can show me some examples on the right
User
16/10/2018 - 02:48
[Uploaded an Excel file]
Excelchat Expert
16/10/2018 - 02:49
Ok
Excelchat Expert
16/10/2018 - 02:49
I have the file opened
User
16/10/2018 - 02:49
in sheet "VC Funds/VC Funds_1" they are the same and what I was saying in the description earlier
User
16/10/2018 - 02:49
but this way I found it rather a little messy and I feel it would be difficult to filter in future
Excelchat Expert
16/10/2018 - 02:49
ok
Excelchat Expert
16/10/2018 - 02:49
You can something like this....
User
16/10/2018 - 02:50
However, if i am to put it in a way like "Data", that would mean I'd have enter the name of the company repeatedly
Excelchat Expert
16/10/2018 - 02:50
Yes
Excelchat Expert
16/10/2018 - 02:51
This is the only way to enter the data in excel and make the summation work easier in later steps
Excelchat Expert
16/10/2018 - 02:51
And there is the best way for you to enter the records
User
16/10/2018 - 02:51
so how can I summarise?
Excelchat Expert
16/10/2018 - 02:52
If your data is like data tab, then you can create pivot table to sum them
User
16/10/2018 - 02:52
yea i've created a pivot table
Excelchat Expert
16/10/2018 - 02:52
Ok
User
16/10/2018 - 02:52
but i thought it was a little ugly lol
User
16/10/2018 - 02:53
like if u see
User
16/10/2018 - 02:53
in "Dashboard" sheet
Excelchat Expert
16/10/2018 - 02:53
Well, this is the best way you can arrange the data
Excelchat Expert
16/10/2018 - 02:53
ok
User
16/10/2018 - 02:54
so only pivot table function can help to summarise?
Excelchat Expert
16/10/2018 - 02:54
Yes
Excelchat Expert
16/10/2018 - 02:54
That will be the eaisest way to handle this type of issue
User
16/10/2018 - 02:54
i see
User
16/10/2018 - 02:54
got it then!
User
16/10/2018 - 02:54
thanks!
This is the output file from the real Excelchat help session:
This is an example of the expert help you can get. It contains no private user
information.
