Excel Formula across Multiple Sheets

Kim Patton
Kim Patton used Ask the Experts™
on
I have one sheet full of data (sheet titled DATA) of employees names and store numbers. I need to create a sheet for each unique store number, listing the employees names.

I have listed the store number at the top of the new sheet.  For any matching store number in column A of DATA sheet, I need it to return the Employee Name in Column B of DATA sheet. And the employee names need to go on a new Sheet (STORE 1011)

My (incorrect) formula:
IF((DATA!A6:A500)=STORE1011!B5, (FINAL!B6:B500),0)
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Rob HensonFinance Analyst

Commented:
You can do this using Pivot Tables.

Setup a pivot table on a separate sheet and use the store number as a Page Report and Employee name as a Row value.

With the cursor in the pivot there will be an extra tab on the ribbon. At the left hand end of the ribbon there is a button for Pivot Options. Alongside it there is a dropdown and one of the options is to create page reports. Doing this will create a copy of the Pivot on separate tabs for each item in the Page Filters.

Author

Commented:
Thank you! Unfortunately the PivotTable isn't displaying the type of report I need.  I will continue to play with it, but any suggestions would be helpful.
It isn't allowing me to maintain column headers and data in each column.

I would like the PivotTable to be sorted by Store #.
with these column headings:
Name     Pay Rate   Sales Percent    Ranking   New Pay Rate

I am able to create the pivot table, and sort by store. But when I try to add data, it just isn't doing what I want.
Rob HensonFinance Analyst

Commented:
Can you upload some dummy data with a sample of how you would like the output.
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Author

Commented:
I have two tabs - One for the DATA and one displaying what I need for each Store number. I really appreciate your help.
SAMPLE.xlsx
Rob HensonFinance Analyst

Commented:
Only on phone at the minute. Can this wait until tomorrow when back at work? If not I should be able to get chance to use pc tonight.

File looks fine for using Pivot tables though.

Author

Commented:
Of course! I will send you the info I get when I try to do a PivotTable.  Any help is greatly appreciated.
Finance Analyst
Commented:
Hi Kim,

See attached file with several new tabs.

I have converted your Data tab to a Table format. By doing this any increase (or decrease) in the data rows will be reflected in the Pivots after they have been refreshed.

Pivot - Created Pivot Table and dragged in the columns you required based on your Needed sheet.
   Store - Page Report
   Employee - Row
   Pay Rate etc - Values
Format these columns as required, I have done the Percent column as %

Then refer to Sheet3 for screen shots of how the other sheets were created.

Once you have the separate store sheets, the original Pivot sheet can be deleted unless you want to keep it as a summary for all stores.

If you are going to only refer to one store at a time, you might be able to just use this single sheet by using the dropdown at the top to filter by Store number.

Thanks
Rob
Store-Details.xlsx

Author

Commented:
THANK YOU! The explanation and the file you provided are exactly what I was trying to do.  Thank you again. I appreciate the expert help!
Rob HensonFinance Analyst

Commented:
Glad to be of help; thanks for your patience overnight.

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