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How to create a summation filter

S

Serene

Member
Hi,


I have a sheet with various departments and their sales budget figures.

Dept| Sales| Budget$


However, I need to group them by Division and also by Financial Group(either or depending on user of the sheet)

The Division is according to staff assigned and Financial Group is for purpose of financial reporting


For eg, Dept 1, 2, 3, 5 belongs to Div 1 and Dept 4,6,7,8 belongs to Div 2

But in Financial Group, I have Dept 1,3,5,6 as Group 1 and 2,4,7,8 as Group 2


I am required to furnish a sub-total for each group level (either for Division or Financial Group)/


How can I do so? Can I create a filter for each group? Can I then provide a summation of the sales and budget for each group I selected from the filter? What is the best way recommended.


Thank you in advance

Serene
 
Hi Serene ,


Can you not add these as two columns to your original data ? In the Division column , have an IF statement , which looks at the department to put the appropriate division number in that column ; similarly for the Financial Group.


Once these two helper columns are available , you can filter using them.


Narayan
 
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