Well, the data outputs I'd need are all to be used in text files. Hopefully I can discover a way of using a text template and having Numbers output things for me. Oh, how awesome would it be if Numbers could auto-fill the amounts on bills I submit or reports I write... On Oct 8, 2013, at 11:37 AM, Tim Kilburn <[email protected]> wrote:
> 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. > 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.
