Populate a second table from a source table using 3 matching criteria in the source table

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I am trying to populate a second table from a source table using 3 matching criteria. This is one of many files that I need to do this on a monthly basis. If I have to include the name manager as one of the options, then I will have to create new "Names" every month. I am not sure.

The sample s/sheet shows the source table and the results table. https://1drv.ms/x/s!An8dvvJR5cTfhLJefK-KPaXujRymkg

edited Nov 21 at 5:34

asked Nov 20 at 18:24

Marinus

Sorry, but I won't watch a video to try and figure out what you want to do. Can't you describe that in your question? Also, why do you want to avoid the name manager? Please edit your question and provide more detail. If you have a sample file, use an ad-free file sharing service like Dropbox or OneDrive.
– teylyn
Nov 20 at 19:24

I have amended my question with a link to the sample s/sheet. Hope this helps.
– Marinus
Nov 21 at 5:36

add a comment |

up vote
-1
down vote

favorite

The sample s/sheet shows the source table and the results table. https://1drv.ms/x/s!An8dvvJR5cTfhLJefK-KPaXujRymkg

edited Nov 21 at 5:34

asked Nov 20 at 18:24

Marinus

Sorry, but I won't watch a video to try and figure out what you want to do. Can't you describe that in your question? Also, why do you want to avoid the name manager? Please edit your question and provide more detail. If you have a sample file, use an ad-free file sharing service like Dropbox or OneDrive.
– teylyn
Nov 20 at 19:24

I have amended my question with a link to the sample s/sheet. Hope this helps.
– Marinus
Nov 21 at 5:36

add a comment |

up vote
-1
down vote

favorite

The sample s/sheet shows the source table and the results table. https://1drv.ms/x/s!An8dvvJR5cTfhLJefK-KPaXujRymkg

edited Nov 21 at 5:34

asked Nov 20 at 18:24

Marinus

The sample s/sheet shows the source table and the results table. https://1drv.ms/x/s!An8dvvJR5cTfhLJefK-KPaXujRymkg

excel-formula

edited Nov 21 at 5:34

asked Nov 20 at 18:24

Marinus

edited Nov 21 at 5:34

asked Nov 20 at 18:24

Marinus

edited Nov 21 at 5:34

asked Nov 20 at 18:24

Marinus

asked Nov 20 at 18:24

Marinus

asked Nov 20 at 18:24

Marinus

Sorry, but I won't watch a video to try and figure out what you want to do. Can't you describe that in your question? Also, why do you want to avoid the name manager? Please edit your question and provide more detail. If you have a sample file, use an ad-free file sharing service like Dropbox or OneDrive.
– teylyn
Nov 20 at 19:24

I have amended my question with a link to the sample s/sheet. Hope this helps.
– Marinus
Nov 21 at 5:36

add a comment |

Sorry, but I won't watch a video to try and figure out what you want to do. Can't you describe that in your question? Also, why do you want to avoid the name manager? Please edit your question and provide more detail. If you have a sample file, use an ad-free file sharing service like Dropbox or OneDrive.
– teylyn
Nov 20 at 19:24

I have amended my question with a link to the sample s/sheet. Hope this helps.
– Marinus
Nov 21 at 5:36

Sorry, but I won't watch a video to try and figure out what you want to do. Can't you describe that in your question? Also, why do you want to avoid the name manager? Please edit your question and provide more detail. If you have a sample file, use an ad-free file sharing service like Dropbox or OneDrive.
– teylyn
Nov 20 at 19:24

I have amended my question with a link to the sample s/sheet. Hope this helps.
– Marinus
Nov 21 at 5:36

add a comment |

1 Answer
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Your biggest problem is that you are entering data into a report layout and then you want to report on that report. That is always difficult.

The best-practice approach is to unpivot your source data into a flat table. Then you can build any report you like with just a few clicks.

Ideally, your source data should have columns for

company

month

"type A" ( -- this should be either budget or actual)

"type B" ( -- this should be Net revenue or Contribution margins or Net earnings)

value

If your data is in a flat table like this, you can build the report in the top of your sheet and you can build the report in the bottom of your sheet with a pivot table and just a few clicks.

I don't support bad data architecture, so I won't post formulas to convert the top report to the bottom report. The whole idea is just wrong.

If your data input is in the shape of the top report, I strongly suggest you look into Power Query for getting the source table into a format that can be used for follow-on reporting.

answered Nov 21 at 7:24

teylyn

21.6k33352

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1 Answer
1

active

oldest

votes

1 Answer
1

active

oldest

votes

up vote
0
down vote

Your biggest problem is that you are entering data into a report layout and then you want to report on that report. That is always difficult.

The best-practice approach is to unpivot your source data into a flat table. Then you can build any report you like with just a few clicks.

Ideally, your source data should have columns for

company

month

"type A" ( -- this should be either budget or actual)

"type B" ( -- this should be Net revenue or Contribution margins or Net earnings)

value

If your data is in a flat table like this, you can build the report in the top of your sheet and you can build the report in the bottom of your sheet with a pivot table and just a few clicks.

I don't support bad data architecture, so I won't post formulas to convert the top report to the bottom report. The whole idea is just wrong.

If your data input is in the shape of the top report, I strongly suggest you look into Power Query for getting the source table into a format that can be used for follow-on reporting.

answered Nov 21 at 7:24

teylyn

21.6k33352

add a comment |

up vote
0
down vote

Your biggest problem is that you are entering data into a report layout and then you want to report on that report. That is always difficult.

The best-practice approach is to unpivot your source data into a flat table. Then you can build any report you like with just a few clicks.

Ideally, your source data should have columns for

company

month

"type A" ( -- this should be either budget or actual)

"type B" ( -- this should be Net revenue or Contribution margins or Net earnings)

value

If your data is in a flat table like this, you can build the report in the top of your sheet and you can build the report in the bottom of your sheet with a pivot table and just a few clicks.

I don't support bad data architecture, so I won't post formulas to convert the top report to the bottom report. The whole idea is just wrong.

If your data input is in the shape of the top report, I strongly suggest you look into Power Query for getting the source table into a format that can be used for follow-on reporting.

answered Nov 21 at 7:24

teylyn

21.6k33352

add a comment |

up vote
0
down vote

Your biggest problem is that you are entering data into a report layout and then you want to report on that report. That is always difficult.

The best-practice approach is to unpivot your source data into a flat table. Then you can build any report you like with just a few clicks.

Ideally, your source data should have columns for

company

month

"type A" ( -- this should be either budget or actual)

"type B" ( -- this should be Net revenue or Contribution margins or Net earnings)

value

If your data is in a flat table like this, you can build the report in the top of your sheet and you can build the report in the bottom of your sheet with a pivot table and just a few clicks.

I don't support bad data architecture, so I won't post formulas to convert the top report to the bottom report. The whole idea is just wrong.

If your data input is in the shape of the top report, I strongly suggest you look into Power Query for getting the source table into a format that can be used for follow-on reporting.

answered Nov 21 at 7:24

teylyn

21.6k33352

Your biggest problem is that you are entering data into a report layout and then you want to report on that report. That is always difficult.

The best-practice approach is to unpivot your source data into a flat table. Then you can build any report you like with just a few clicks.

Ideally, your source data should have columns for

company

month

"type A" ( -- this should be either budget or actual)

"type B" ( -- this should be Net revenue or Contribution margins or Net earnings)

value

If your data is in a flat table like this, you can build the report in the top of your sheet and you can build the report in the bottom of your sheet with a pivot table and just a few clicks.

I don't support bad data architecture, so I won't post formulas to convert the top report to the bottom report. The whole idea is just wrong.

If your data input is in the shape of the top report, I strongly suggest you look into Power Query for getting the source table into a format that can be used for follow-on reporting.

answered Nov 21 at 7:24

teylyn

21.6k33352

answered Nov 21 at 7:24

teylyn

21.6k33352

answered Nov 21 at 7:24

teylyn

21.6k33352

answered Nov 21 at 7:24

teylyn

21.6k33352

add a comment |

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