Summarizing Data from Excel

Solved7.61K viewsFormulas and Functions
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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
:)

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Hi,

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,
Dominik

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