Wednesday, March 3, 2010

Simple Formula to Extract Specific Data from a List in Excel

I recently discovered the “SUMIFS” formula in Excel that I think you’ll like because it makes it easy to select specific data from a data list in Excel.  Excel Reports for GP is a great way to extract data from GP and report on it.  Because the resulting Excel spreadsheet includes a data connection to the GP database, you can format the spreadsheet and refresh the data as you wish.

Typically I have used the pivot chart, and graph functionality in Excel to create the reports I want.  But the “SUMIFS” formula allows me to have more control over the reported results and format.  This is how I generally use the formula:

Define range names for the data you want to report on.  In Excel: 

  • Select the column with the data you wish to name
  • Formulas  >>  Define Names

Excel1

Enter the formula to select the data you want:

  • Select the range that includes the data you want (e.g. Extended_Price)
  • Select the range that includes the values you will select
  • Select the specific value that corresponds to the data you want to display

Excel2

The result:

Excel3

See the formula in the formula bar on top.  In this case I used a relational reference to the criterion I used, B17.

Try it out.  It will give you a lot of control over the data you can select and how it is formatted.

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