Using a Summary Sheet?

LisakayS

Hello,

I currently have a sheet that has the following columns: Primary, Address, Tenant, (Other columns)… Task1, Task1 vendor, Task1 Fee, Task1 paid via, Task2, Task2 vendor, Task2 Fee, Task2 paid via, Task3, Task3 vendor, Task3 Fee, Task3 paid via,…Task7, Task7 vendor, Task7 Fee, Task7 paid via.

I'd like to copy the rows to another sheet based on the Task Vendor* names where each task is on a seperate line or can be grouped together in a summary sheet to get totals for that vendor.

If Task1, Task3 and Task 7 were performed by Joe, I'd like the rows to be either copied to that vendors sheet or use a summary sheet but I need each task listed as a seperate line under Joe. Task2 and Task5 are done by Pat.

Joe (Tasks in Summary sheet or copied to Joe's sheet)

Primary, Address, Tenant,… Task1, Task1 vendor, Task1 Fee, Task1 paid via

Primary, Address, Tenant,… Task3, Task3 vendor, Task3 Fee, Task3 paid via

Primary, Address, Tenant,… Task7, Task7 vendor, Task7 Fee, Task7 paid via

Pat (Tasks in Summary sheet or copied to Pat's sheet)

Primary, Address, Tenant,… Task2, Task2 vendor, Task2 Fee, Task2 paid via

Primary, Address, Tenant,… Task5, Task5 vendor, Task5 Fee, Task5 paid via

The goals is to be able to easily get a list with totals for a certain vendor for all tasks performed where each address is separated. I need help with how to approach this as I am going nowhere with what I have tried.

Thanks in advance!

Lisakay

Gia Thinh

Hi @LisakayS

I have created a simple solution for your use case as descibed below.

1- Add two new columns with comlumn formulas to your existing sheet, called Task Tracking.

JOE's fee :

=IF([Task1 vendor]@row = "Joe", [Task1 Fee]@row) + IF([Task2 vendor]@row = "Joe", [Task2 Fee]@row) + IF([Task3 vendor]@row = "Joe", [Task3 Fee]@row) + IF([Task4 vendor]@row = "Joe", [Task4 Fee]@row) + IF([Task5 vendor]@row = "Joe", [Task5 Fee]@row) + IF([Task6 vendor]@row = "Joe", [Task6 Fee]@row) + IF([Task7 vendor]@row = "Joe", [Task7 Fee]@row)

PAT's fee :

=IF([Task1 vendor]@row = "Pat", [Task1 Fee]@row) + IF([Task2 vendor]@row = "Pat", [Task2 Fee]@row) + IF([Task3 vendor]@row = "Pat", [Task3 Fee]@row) + IF([Task4 vendor]@row = "Pat", [Task4 Fee]@row) + IF([Task5 vendor]@row = "Pat", [Task5 Fee]@row) + IF([Task6 vendor]@row = "Pat", [Task6 Fee]@row) + IF([Task7 vendor]@row = "Pat", [Task7 Fee]@row)

2- Create new Reports for each vendor to track their totals.

Example : Jose's Fee Report

Hope this works for you.

Gia Thinh

Hi @LisakayS

I have created a simple solution for your use case as descibed below.

1- Add two new columns with comlumn formulas to your existing sheet, called Task Tracking.

JOE's fee :

=IF([Task1 vendor]@row = "Joe", [Task1 Fee]@row) + IF([Task2 vendor]@row = "Joe", [Task2 Fee]@row) + IF([Task3 vendor]@row = "Joe", [Task3 Fee]@row) + IF([Task4 vendor]@row = "Joe", [Task4 Fee]@row) + IF([Task5 vendor]@row = "Joe", [Task5 Fee]@row) + IF([Task6 vendor]@row = "Joe", [Task6 Fee]@row) + IF([Task7 vendor]@row = "Joe", [Task7 Fee]@row)

PAT's fee :

=IF([Task1 vendor]@row = "Pat", [Task1 Fee]@row) + IF([Task2 vendor]@row = "Pat", [Task2 Fee]@row) + IF([Task3 vendor]@row = "Pat", [Task3 Fee]@row) + IF([Task4 vendor]@row = "Pat", [Task4 Fee]@row) + IF([Task5 vendor]@row = "Pat", [Task5 Fee]@row) + IF([Task6 vendor]@row = "Pat", [Task6 Fee]@row) + IF([Task7 vendor]@row = "Pat", [Task7 Fee]@row)

2- Create new Reports for each vendor to track their totals.

Example : Jose's Fee Report

Hope this works for you.

LisakayS

Thank you!