Michael Govea
New Member
Happy Monday Chandoo-ers!
I'm needing to run a daily report with data that consist of different store names that changes constantly.
Attached is an example of what I would like to do. One 3 tabs with data (invoice,pick & Open) and another with the report template "summary tab".
Instead of having to pivot a new report every time - I would rather open the same file, "plop" in new data everyday and have it automatically populate store names on a summary tab which remains constant, and from there total the numbers I need based on the data in invoice, pick and open buckets, based on customer name.
Am I over-complicating this? I also included an example in the last tab of how it should populate (excluded invoice, pick and open for example purposes)
Any thoughts or formula that would pull each customer name so all I would have to do it plop in the data and it's there? I feel like there should be a simple "list formula" if I'm not wrong.
Please feel free to ask any questions or need further explanation!
Thank you guys so so much! love this place.
I'm needing to run a daily report with data that consist of different store names that changes constantly.
Attached is an example of what I would like to do. One 3 tabs with data (invoice,pick & Open) and another with the report template "summary tab".
Instead of having to pivot a new report every time - I would rather open the same file, "plop" in new data everyday and have it automatically populate store names on a summary tab which remains constant, and from there total the numbers I need based on the data in invoice, pick and open buckets, based on customer name.
Am I over-complicating this? I also included an example in the last tab of how it should populate (excluded invoice, pick and open for example purposes)
Any thoughts or formula that would pull each customer name so all I would have to do it plop in the data and it's there? I feel like there should be a simple "list formula" if I'm not wrong.
Please feel free to ask any questions or need further explanation!
Thank you guys so so much! love this place.