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Sumif on filtered data

Anonymous
2018-07-06T20:38:30+00:00

I have a large data set (15000 rows) consisting of Sales Office, Sales Rep, Customer, Product, Prior Year Sales, and Current Year Sales.  I need to see current and prior year sales by product, summed according to the data as it is filtered.  This file is used to have discussions with area managers and individual sales reps, and will be filtered in various combinations of sales office, sales rep, customer, and product.  For instance, I may want to see all sales to Wal-Mart, regardless of sales office. Or, I may need to see all Honey sales for sales office 102, or all of Clark Kent's sales regardless of customer or product.  

Is there a way to set up Sumif formulas below the data to sum sales by product, which updates the sums as the data is filtered?

A - Sales Office B - Sales Rep C - Customer D - Product E - Prior Year Sales F - Current Year Sales
1 - 101 Bruce Wayne Wal-Mart Honey 1000 1500
2 - 102 Clark Kent McDonald's Honey 800 350
3 - 103 Peter Parker PepsiCo Vanilla 150 250
4 - 101 Steve Austin Target Salt 750 750
5 - 102 Clark Kent Albertson's Cocoa 2225 2250
6 - 102 Clark Kent Wal-Mart Pepper 800 700
7 - 103 Selina Kyle PepsiCo Garlic 100 300
8 - 102 Diana Hippolyta McDonald's Honey 500 450
Microsoft 365 and Office | Excel | For home | Windows

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  1. HansV 462.6K Reputation points
    2018-07-06T21:59:19+00:00

    Pivot tables have lots of options, so it is probably possible, but you'd have to experiment.

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  2. Anonymous
    2018-07-06T21:41:28+00:00

    For simplicity's sake, I left out the calculations I'm doing with the data.  I have additional columns for year-over-year growth both in dollars and in percent.  Is there a good way to incorporate these into the pivot table and into the sums/subtotals?  Full example is below:

    A - Sales Office B - Sales Rep C - Customer D - Product E - Last Year Sales F - This Year Sales G - Sales  Growth $ H - Sales Growth %

    I'd like to be able to set up my data so that I can see the sales growth $ and % based on the filtered data.  Is this possible in a pivot table?

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  3. HansV 462.6K Reputation points
    2018-07-06T21:26:35+00:00

    I'd create a pivot table based on the data. You can slice and dice the data any way you want in a pivot table.

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