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Thread: Excel Newb - A few pointers to get started (filtering by date)

  1. #1

    Excel Newb - A few pointers to get started (filtering by date)



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    Hey everyone!

    First post, and relatively new to the advanced functions of excel. So thanks in advance for your help.


    I have a followup file for work that basically has all my clients information in a horizontal line. Ultimately, I would like to be able to have a drop down list of weeks (sunday to saturday) of when I sold.



    Example, show customer line IF DATE between is 14/09/2014 and 20/09/2014.

    For organization purposes I would like to keep my main table in one sheet where I can enter new information everyday, but I would like another sheet to display the sales done that during that week; where I will be able to manipulate a few statistics.


    Now, I don't want this done for me, but would simply like to know what I should use. I've never used a pivot table or anything, I have messed a bit with the filtering but I am not familiar with the POSSIBILITIES of this software.

    How do I USE data from another sheet and keep it lined. I want the other table to show the same information, but it is filtered(SHOW) by date.


    Thanks a lot for any help!

  2. #2
    Reformat your data as Client, Date, information about that one transaction, then create a pivot table.

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