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[Solved] Create report using start and end dates

Posted: Mon Aug 19, 2024 4:54 pm
by adventurehouse
I just had my VLOOKUP problem handled, but now I need help on creating a way to make a report using a start and an end date.

We get a print out from our Antique Mall sales by date. These reports come in a week at a time, but my wife would like to create a printout of all sales based on a quarterly date after we input the sales into our spreadsheet. This report needs to sum the sales by the quarter, but also sum by Vendor. Can a report do this, or do I need to create a new sheet to populate data based on the dates entered? I'm at a loss on the best way to do this.

Re: Creating a Report using a start and end dates

Posted: Mon Aug 19, 2024 6:30 pm
by karolus
Hallo

See attached file: (⇒ Data ⇒ Pivottable ⇒ create )

drag&drop »vendor« to row-field, drag&drop »Date sold« to Column-field, drag&drop »Profit« into DataField

the »Date Sold« in the Pivot-output is ⇒ Data ⇒ group and outline ⇒ group: [x]Quarter
antique_booth_small_sample_with_pivot.ods
removed irrelevant data to fit below 125KB
(81.43 KiB) Downloaded 41 times

Re: Creating a Report using a start and end dates

Posted: Mon Aug 19, 2024 6:56 pm
by Alex1
A pivot table can do the job. Select the data to be totalled, A1:M27 in your sample. Click Data, Pivot Table, Create, OK.
Drag Date Sold to Row Fields, Vendor to Column Fields, Total Sold to Data Fields.
Click More, select Results to: new sheet, OK.
Now a table of Sales per day has been created. It can be summed by quarter:
Click on a date in column A, press F12, uncheck Months, check Quarters and Years.
Now the sales are totals by quarter. The first year is wrong, because the date in L2 is wrong: 12/31/123.
Correct it, then rightclick in the pivot table, Refresh.