Excel – best way to perform my end result
I have data with the following headers, name, class and amount. (I can delete the unwanted columns just fine)
1) I need to sort by class and have total amounts based on each class. ( I know how to sort and use subtotal groups) I can’t figure out out to copy that info with just the totals of each class and identify who those amounts belong to. I use paste special, value (I still end up with the rows expanding out)
Data I start with (with several rows (including more than 1 name) and multiple classes with varying amounts)
NameWhy date date 2 n/a n/a n/a Class AmountJoe SmithHoliday 06/06/2024 ########## 0.00 0.00 Y 281.00_General Operations195.00
2) after I get the data of just the totals for each class I am going to have my rows with the class with the amount in a column and the name relating somehow to the that data. In the end I will have multiple names and amounts going horizontal with some other added columns and formulas to determine a incentive payout but based on the amount in each class. ( I have figured out to use transpose and or just some simple formulas to make this happen. I just thought maybe if you knew the big picture you would see an easier way to get around it all)
ClassJoe Smith% (amount/total)Bonus AmountFinal Funding200781%910
I have data with the following headers, name, class and amount. (I can delete the unwanted columns just fine)1) I need to sort by class and have total amounts based on each class. ( I know how to sort and use subtotal groups) I can’t figure out out to copy that info with just the totals of each class and identify who those amounts belong to. I use paste special, value (I still end up with the rows expanding out) Data I start with (with several rows (including more than 1 name) and multiple classes with varying amounts)NameWhy date date 2 n/a n/a n/a Class AmountJoe SmithHoliday 06/06/2024 ########## 0.00 0.00 Y 281.00_General Operations195.00 2) after I get the data of just the totals for each class I am going to have my rows with the class with the amount in a column and the name relating somehow to the that data. In the end I will have multiple names and amounts going horizontal with some other added columns and formulas to determine a incentive payout but based on the amount in each class. ( I have figured out to use transpose and or just some simple formulas to make this happen. I just thought maybe if you knew the big picture you would see an easier way to get around it all)ClassJoe Smith% (amount/total)Bonus AmountFinal Funding200781%910 Read More