How to Total YTD Income and Commission Per Person From Values at Adjacent Columns? (Tables Fixed Ho

S

Sarah Anderson

Hi everyone. I hope you can help me out here. Pretty Please. :)

My manager asked me to use Excel to (1) total the YTD income for each
client and to (2) total the YTD commission paid out to each person
earning commission from an ongoing data table that is updated weekly.

Question: What formulas do I use to automatically find the total year
to date (YTD) income comming from clients: Anna, Bobi, and Casy.
Similarly, what formulas do I use to automatically find the total year
to date (YTD) commission paid to Zack and Yani? Since the income and
commission amount is on a adjacent column, will this be difficult?

Please reply in the ng. Thanks.


The table below contains the income and commission data (updated
weekly):

Table:

A B C D
1 CLIENT NAME INCOME FROM CLIENT COMMISSION PAID TO COMMISSION AMT
2 Anna 25 Zack 10
3 Bobi 50 Zack 20
4 Bobi 150 Yani 60
5 Anna 75 Yani 30
6 Casy 300 Zack 120



I need these following results to show up under the table above:

A B
9 YTD FROM CLIENT
10 Anna: 100
11 Bobi: 200
12 Casy: 300


15 YTD COMMISSION PAID
16 Zack: 150
17 Yani: 90
 
S

Sarah Anderson

Hi
see your other post

Thanks Frank!

The instructions were a bit confusing for a newbie but after I tried
it out, I think I got it!

Pivot Tables are really nice!
 
D

Debra Dalgleish

Another way to copy the revised formula down to the last row --

Select the cell that contains the revised formula
Point to the cell's fill handle (black square at the
bottom right of the cell)
When the pointer changes to a black plus sign, double-click
 
S

Sarah Anderson

Another way to copy the revised formula down to the last row --

Select the cell that contains the revised formula
Point to the cell's fill handle (black square at the
bottom right of the cell)
When the pointer changes to a black plus sign, double-click

Thanks! That's a very nice time saving tip.
 

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