Skip to main content

New Article

How to SUM by matching partial text in Excel

Post a Comment

How to get the unique product names based on a criteria?

It is a common problem in many company to get all the unique items list based on a single criteria. For example: if I talk about an "Automatic Invoice Generator (AIG)" where I want to enter a Invoice Number only, and all things related to this number will show in an Invoice Copy or Challan Copy. It might be a dream of many employees to create it. But today I'm gonna show you how you can easily create this Automatic Invoice Generator (AIG) based on a Criteria.



Raw Data and Report Format:

First thing is first. Before doing this I've done a sketch to clear the concept:

Image 1: Sketch to clear the concept

Now the base is required. Yes, "Sales Raw Data". This is shown as below:

Image 2: Sales Raw Data for AIG (Automatic Invoice Generator)

Design the Invoice Template as you like. I've designed in my way:

 Image 3: Invoice Design



Formula used:

In H12 cell you need to enter an Invoice Number. Based on this Invoice Number C15:C21 cell will automatically return the unique Product list and rest of the information regarding this invoice and products are automatically plotted.

Image 4: Input Invoice Number area H12

The challenge here is returning the Unique Product Name List against an Invoice Number. To do this I have used the below IFERROR(INDEX(MATCH(IF(COUNTIF()))) Array formula in C15 and copy down to C21 cell. The code is below:

=IFERROR(INDEX(SalesRawData!$H:$H,MATCH(0,IF(SalesRawData!$B:$B=Invoice!$H$12,COUNTIF(Invoice!$C$14:$C14,SalesRawData!$H:$H)),0)),"")


Descriptions column returns the product description with th INDEX(Match) formula. SumIFS formula used in Quantity, Unit Price, Amount, Discount and Total Amount column.

Image 5: Automatic Invoice Generator (AIG)

This article will help you mainly getting the unique values based on a criteria from a database.
Labels:

Popular posts from this blog

How to display an image in worksheet based on a List or based on IF condition?

Excel can show image on worksheet based on a specific IF condition. So, how to do it? Simple follow the below steps: Step by Step: Step 1: Insert images in your Excel Worksheet. Here I've inserted 5 different types of balls, Football, Cricket, Pool, Basketball, Tennis ball. Note that, All balls are placed into different cell. These are placed in Picture sheet. Image 1: 5 balls placed in 5 different cells and covered photo's wide and height Step 2: In the report sheet, design the report as you wish. I've designed in my way like below: Image 2: Kids asking to Donald Duck, which ball need to throw now Step 3: Make a drop down list "Games" in E6 cell in Report sheet from Data Validation. which is as below: Football Cricket Pool Basketball Tennis You can do an IF function here in E6 in Report sheet, which will meet a certain condition and returned Football, Cricket, Pool, Basketball or Tennis. Step 4: Now the tricky part is...
Read more

Cumulative Closing Balance like a Bank Statement in PivotTable

A Bank Employee in many case needs to calculate the Closing Balance after each transaction in PivotTable like a Bank Statement . But with the help of Calculated Field of a PivotTable , you can only calculate Field with Field . It's not possible to use a formula in Calculated Field where you can mention a single cell with Relative Reference Cell . Because a PivotTable acts like a Table format where you can work with Field or Column Name . A Helping Column (A regular column, that helps to get a partial result where formula applied) can be a good idea. But there is an option in PivotTable by which you can Calculate Cumulative . In this article I will show you, how you can do it. Calculating with Formula: Assume that, you have an Excel file with Debit and Credit transaction of an Account . Image 1: Sample Bank Statement In a Bank Statement , Month wise Cumulative Balance is important. In the Excel sheet, as above, it is very easy to use a formula and calc...
Read more

Value Paste and Formula Paste

In many case, in our professional life, we need to do Copy and Value Paste or Copy and Formula Paste in all most always. Those employees, who works under MIS Department, have to do it lots of time in a single day to prepare reports. It is very time costing task in Office. Many of us use Excel Menubar to do it, others are using Keyboard Shortcut by pressing ALT key (like for Value Paste Press ALT+H+V+V and for Formula Paste Press ALT+H+V+F ). But did you noticed that, these two ways strongly need your attention to do this task. More clearly, if you choose Value Paste from Menubar , then what you need to do? First you should take the mouse in Hand Wheel the mouse in Home menu Then Click on Paste Then you pressure your eyes to find the Value Paste icon And then Click on it to paste it These all steps can take more than 1 second. Am I right? Below is an image of this process: Image 1: Value Paste from Home Menu On the other hand, if you choose the shortcut f...
Read more