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DSUM Excel database function with multiple rows of different criteria.

Posted on 2013-07-01
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Last Modified: 2013-07-15
I need to calculate the "NET UNITS" used by individual clients. The problem is that each row in the criteria matrix is for a different client.
To do this I need to have a header row for each individual client - very redundant.
Currently in mt test file I have a header row for each client "hidden" and the criteria below.
Is there a way to get around having a separate header row for each client?
Also, how would I make that first column of criteria (Client Name) dynamic so as we add/delete clients, they would show up or not show up in the output?
My file has 3 tabs, the first is "Nov. 2011" - this is the original file they were using to track these units.
The second tab is a scaled down version of the Nov. 2011 data (only 5 or 6 clients) for testing.
The third tab is the criteria and output sheet.
I copied the list of clients from the Nov. 2011 sheet below the criteria matrix and as you can see, there are over 100 names. So using the current criteria layout would be tedious at best. And we would still need to manually add or delete clients from that list
DSUM-Expert-File.xls
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Question by:Dallas590
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Accepted Solution

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terencino earned 335 total points
ID: 39309870
Hi Dallas590, as an option instead of DSUM I've added another column to your data to calculate the NET_USED value for the given date range and set up a pivot table in the Pivot sheet. This will generate the numbers you are looking for quickly without duplicating criteria. Just right-click on the pivot table and Refresh after you have changed the data. You will need to extend the data range.
This is definitely the way to go for your data
Let me know what you think
...Terry
DSUM-Expert-File-Pivot.xls
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Author Closing Comment

by:Dallas590
ID: 39326541
I was hoping to find a way to use the Excel database functions as the requested info might not always be just the the "Net Units".
But this approach does give me a workable approach - many thanks Terry.
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