Summarizing Data from Excel

Solved7.61K viewsFormulas and Functions

Can you please provide an example (sample model) of how one would summarize daily sales data from Excel (based on individual invoices for products sold – could be 30 invoices per day – couple of thousand per year) over a three year period and be able to total sales —>

Monthly by year, quarterly by year, annually for each of the three years, year over year comparative analysis, for one year by month/quarters with an annual total, over a specific date interval, etc. – just like you can with the pivot table function in Excel.

Any help would be greatly appreciated.

Thanks very much.

Best E



Please check the attached model. I created a new multidimensional matrix via Data Link based on the Excel Data matrix.

Is this what you are asking for?

All the best,

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