How do I sort my data into subtotals by month by company using Excel 2010?
Posted on 2011-10-20
I am a very basic Excel user, and I have a large data set to break into subtotals for a meeting tomorrow. I am sure that what I am asking to do is relatively simple (a Pivot Table looks like it was designed to do exactly what I need), but I don't have time to learn exactly how to use it, and my initial efforts weren't what I am looking for, so I will ask for help here.
I have a 19 month transaction history for our various clients at all our facilities. There are two transaction types (receipts and shipments), along with the item in the transaction, the weight of the item, and in the case of a shipment, the receiver of the product (it is sometimes the same company that supplied the item).
My task is to subtotal the transaction types by month for each company.
I can do this by physically manipulating the data (sort, sum, etc.)... however, the entire data set is over 550k rows.
I have attached a sample of the data, for one site over a three month period. The site transaction history is on the first tab, and one way I envisioned presenting the totals is on the second (I am open to suggestions... this is just what I was thinking as I was hammering things out).
Any help would be appreciated!