Okay, thanks. I hadn't thought of multiple tables - that sounds tricky. Still, I'll give it a try and see what I can come up with. It's good to know that Numbers and Excel share most functions, that should make searching all this easier. On Oct 8, 2013, at 10:56 AM, Tim Kilburn <[email protected]> wrote:
> Hi, > > The short answer is "Yes". What you're looking for is probably to use the > Match and Index functions along with placing specific client info in a > separate Table within the one Spreadsheet. Put your entire monthly > transaction info within Table 1 including Client numbers and such. You > probably want a separate Table for each client after that where you do the > specific client calculations related to his/her account. Using the Match > function in conjunction with the Index function can allow you to locate the > specific Client ID and corresponding values over to the specific Table > related to that client. > > As you can see, this is not easy to explain so is somewhat complicated, but, > by no means impossible. The math is not difficult, it's just the logic and > organization of how to gather specific cell data from one Table and place it > into a different Table within the same spreadsheet. > > To learn about the various functions available in Numbers, Interact with the > Toolbar, navigate to the Functions menu item and choose "Show Function > Browser". This will allow you to see all the various functions available > within Numbers and syntax and/or examples of their use. If you have > difficulty figuring some of this sort of thing out and can't find info > related specifically to Numbers, if you do a Google on the same thing in > Excel, the function structure is pretty well the same. > > Later... > > Tim Kilburn > Fort McMurray, AB Canada > > On 2013-10-08, at 7:18 AM, Alex Hall <[email protected]> wrote: > >> Hi all, >> I don't know how Numbers generates reports or anything, so I'll just tell >> you what I want to do and see if anyone knows if it is possible. >> >> When I meet a client, I track total transit and meeting times, plus milage. >> What I'd love to do is set up one spreadsheet for every month with all my >> client meetings for that month. I'd then tell Numbers to, say, do some >> calculations only for rows with client X or client Y, or give me the month's >> total information, and so on. Can I do that, or should I track each client >> in a spreadsheet, which will be a lot more files and be harder to use to >> calculate monthly/yearly information? >> >> Also, I keep client notes, of course, things like what we covered in a >> meeting or how the client did on something. Can I keep these notes, which >> may contain new lines, in a cell? If not, can I attach a file to a cell? I'd >> love to keep everything, meeting notes included, in the same spreadsheet. >> >> Thanks in advance for any information you can offer. My only experience with >> spreadsheets is Excel some four years ago, and I used it for about two weeks >> for a college statstics class. Outside of that I don't really know much >> about spreadsheet programs. >> >> >> Have a great day, >> Alex (msg sent from Mac Mini) >> [email protected] >> >> >> >> -- >> You received this message because you are subscribed to the Google Groups >> "MacVisionaries" group. >> To unsubscribe from this group and stop receiving emails from it, send an >> email to [email protected]. >> To post to this group, send email to [email protected]. >> Visit this group at http://groups.google.com/group/macvisionaries. >> For more options, visit https://groups.google.com/groups/opt_out. > > -- > You received this message because you are subscribed to the Google Groups > "MacVisionaries" group. > To unsubscribe from this group and stop receiving emails from it, send an > email to [email protected]. > To post to this group, send email to [email protected]. > Visit this group at http://groups.google.com/group/macvisionaries. > For more options, visit https://groups.google.com/groups/opt_out. Have a great day, Alex (msg sent from Mac Mini) [email protected] -- You received this message because you are subscribed to the Google Groups "MacVisionaries" group. To unsubscribe from this group and stop receiving emails from it, send an email to [email protected]. To post to this group, send email to [email protected]. Visit this group at http://groups.google.com/group/macvisionaries. For more options, visit https://groups.google.com/groups/opt_out.
