You don't "have to" use multiple tables. It can be done within one large table but is much cleaner in multiple tables, and easier to locate each client's data.
Later... Tim Kilburn Fort McMurray, AB Canada On 2013-10-08, at 9:00 AM, Alex Hall <[email protected]> wrote: > 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. -- You received this message because you are subscribed to the Google Groups "MacVisionaries" group. 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