how to total sales by salesperson in excel for mac

Total Sales By Salesperson In Excel Free Video Tutorial

Total Sales By Salesperson In Excel Free Video Tutorial

With this free video tutorial from ExcelIsFun, the 45th installment of his YouTubers Love Excel or YTLE series of free video MS Excel lessons, youll learn how to use the SUMPRODUCT TEXT functions together in 1 formula to sum the months sales.

Learn to love digital spreadsheets more perfectly with the tricks outlined in this free Microsoft Office how-to.

Corporate couldnt care less who made the sale, or on which day.

They dont want to know how much George Smith sold on February 24.

For that, you dont need daily sales data and you dont need salesperson data.

With that information, you can generate a forecast thats rational and credible.

Youll get the monthly totals, but first you need to build the pivot table.

If you start by selecting a cell in that table, Excel locates its boundaries for you.

In this case, your data is already on the worksheet, in the form of an Excel table.

Especially during initial development, its useful to keep the raw data and the pivot table on the same worksheet.

If you start the pivot table to the left of or above your list, Excel will ask you if you really want to overwrite those cells.

Depending on the version of Excel youre running, Excel might add a Months field along with Sales Date to the Rows area.

If so, youll see the sales month on the worksheet as the new pivot tables row field.

If you dont want it there, just click Month in the PivotTable Fields panes Rows area and drag Month back up to the Fields section.

If you still see individual dates, for example, instead of months, refer to the next section for information on arranging individual dates into longer periods of time.

He has been a sales engineer and also worked in product marketing.

Conrad has written numerous books on Excel and other Microsoft Office applications.

How To Total Sales By Salesperson In Excel For Mac