In this chapter, you will learn to harness the in-worksheet functionality offered by Excel to sum, total, and dynamically interact with your financial data. The recipes in this chapter provide powerful options for quickly and efficiently moving through large lists of data in a single worksheet or in multiple worksheets, and bring that information together into one place. These recipes will form the basis of more advanced summarization, regardless of whether you are utilizing a graph or non-graph format. These more advanced summarization recipes will be presented throughout the next two chapters.
Sales data, payment sheets, and point-of-sale reports provide lists of data. This information will often present numerous line items for a single customer or employee. Reporting this data would normally require filtering, manual totaling, cutting, and deleting. However, depending on the number of individual items, this process may take hours or days. The first six recipes of this chapter...