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Therefore, when we
Acct #N/A use the name in the Examples, we must use a version that's
AcctList #N/A workSHEET scoped. This method ensures that formulas in one
Amt #N/A of the Examples don't accidentally use data from another
BalAccts #N/A Example.
BalSign #N/A
CriteriaList #N/A
Date #N/A
IncAccts #N/A
IncSign #N/A
Margin #N/A
Office #N/A
OfficeList #N/A
Prod #N/A
ProdList #N/A
Region #N/A
RegionList #N/A
RegList #N/A
Sign #N/A
Start #N/A
Stmt #N/A
Stop #N/A
Test #N/A
Total #N/A
Example 1: Sales Database
Date Prod Amt Test CriteriaList
Jan-2020 Hats 13 x Hats
Jan-2020 Coats 4 Shoes
Jan-2020 Ties 5
Jan-2020 Shoes 1 x
Feb-2020 Hats 12 x Hats 36
Feb-2020 Coats 4
Feb-2020 Ties 3 List Total 42
Feb-2020 Shoes 3 x Test Total 42
Mar-2020 Hats 11 x
Mar-2020 Coats 5
Mar-2020 Ties 3
Mar-2020 Shoes 2 x
Example 2: Sales Database with Dates
Date Prod Amt Test CriteriaList
Jan-2020 Hats 13 x Hats
Jan-2020 Coats 4 Shoes
Jan-2020 Ties 5
Jan-2020 Shoes 1 x
Feb-2020 Hats 12 x Start 1/1/2020
Feb-2020 Coats 4 Stop 2/1/2020
Feb-2020 Ties 3
Feb-2020 Shoes 3 x List Total 29
Mar-2020 Hats 11 Test Total 29
Mar-2020 Coats 5
Mar-2020 Ties 3
Mar-2020 Shoes 2
Example 3: Regional Sales
Date Office Amt OfficeList RegionList
Jan-2020 Smith 13 Smith North
Jan-2020 Jones 4 Jones South
Jan-2020 Doe 5 Doe North
Jan-2020 Buck 1 Buck South
Feb-2020 Smith 12
Feb-2020 Jones 4 North 47
Feb-2020 Doe 3 South 19
Feb-2020 Buck 3 Total 66
Mar-2020 Smith 11
Mar-2020 Jones 5 Grand Total 66
Mar-2020 Doe 3
Mar-2020 Buck 2
Example 4: Income Data
Date Acct Amt Test AcctList Sign
Jan-2020 Sales 13 1 Sales 1
Jan-2020 COGS 4 -1 COGS -1
Jan-2020 Admin 5 -1 Admin -1
Jan-2020 Taxes 1 -1 Taxes -1
Feb-2020 Sales 12 1
Feb-2020 COGS 4 -1 Start 1/1/2020
Feb-2020 Admin 3 -1 Stop 2/1/2020
Feb-2020 Taxes 3 -1
Mar-2020 Sales 11 0 Profit 5
Mar-2020 COGS 5 0 Test 5
Mar-2020 Admin 3 0
Mar-2020 Taxes 2 0 Gross Profit 17
Example 5: Summarize by Type of Financial Statement
Date Acct Amt Accts Stmt Sign
Jan-2020 Sales 13 Sales Inc 1
Jan-2020 Expenses 10 Expenses Inc -1
Jan-2020 Assets 203 Assets Bal 1
Jan-2020 Liabilities 189 Liabilities Bal -1
Feb-2020 Sales 27
Feb-2020 Expenses 19 Start 1/1/2020
Feb-2020 Assets 213 Stop 2/1/2020
Feb-2020 Liabilities 201
Mar-2020 Sales 42 Profit 11 Inc
Mar-2020 Expenses 29 Equity 26 Bal
Mar-2020 Assets 226
Mar-2020 Liabilities 212
Example 6: Gross Profit from Sales Data
Date Prod Amt ProdList Margin
Jan-2020 Hats 13 Hats 60%
Jan-2020 Coats 4 Coats 50%
Jan-2020 Ties 5 Ties 55%
Jan-2020 Shoes 1 Shoes 45%
Feb-2020 Hats 12
Feb-2020 Coats 4
Feb-2020 Ties 3 Start 1/1/2020
Feb-2020 Shoes 3 Stop 2/1/2020
Mar-2020 Hats 11
Mar-2020 Coats 5 Gross Profit 25.2
Mar-2020 Ties 3
Mar-2020 Shoes 2
Example 7: Multi-Criteria Lists To see the effect of each option, copy the ligh
Regions Products Values RegList ProdList
North Hats 3 North hats North hats A. Returns values for ma
North Coats 4 South Ties South Ties
North Ties 9
South Hats 3 Total 5
South Coats 9 Count 2 North Hats B. If one of the two item
South Ties 2 Average 2.5 South
West Hats 7
West Coats 2
West Ties 8 North Hats C. A wildcard returns all
South *
A. Returns values for matched sets, row by row. Not case sensitive.