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January 24th, 2007 21:00

Purchase and Sales Data Analyis In Excel

Hello All,

I would be much obliged if someone could help me with an analysis that I am attempting to perform.

Conceptually, what I am trying to do is compare how two of my departments performed last year vis-a-vis one another. I have an Excel file of purchases and sales made by Department A, and a file of sales and purchases of Department B. I have combined these files and the process is proving to be quite time consuming.

More specifically, here is what I am trying to do. I would like to group all of the transactions for a specific day that had matching criteria. I would like to run some kind of function (macro, report, filter, etc.) that would group all of the purchases that matched the following: date of sale/purchase, duration of sale/purchase, location of sale/purchase. The output I would like would be a listing by day, of what transactions amongst my two departments shared these same criteria so I could compare the prices they were receiving or paying.

My data fields are "Department A or Department B", date of transaction, location, duration, price, volume.

Since this is an annual review of last year's performance there are thousands of transactions. What I am hoping for is that someone could point out some function in Excel where I could more easily group the transactions that matched the date/location/time criteria, and eliminated any sales or purchases amongst my departments that didn't match up with one another.

I hope this is enough information to adequately explain. I greatly appreciate in advance any input you can provide or time you could spend thinking about this.

1.7K Posts

January 24th, 2007 22:00

How familiar are you with Excel? I'm not sure exactly what your worksheets look like, so it's difficult to recommend a solution. If you could send me a sample, it may help.
 
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7.9K Posts

January 25th, 2007 15:00

As another thought (especially if you are ever going to do this again), consider importing the excel sheets into Access.  If you have one record per row in excel, this should be an easy import.  From Access it is very easy to do the types of selections and groupings which you want -- as well as generate reports.
 
Again, this might not be the quickest solution to implement, but if you're planning on doing this more than once I think it would be well worth it.
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