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Numbers problem

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  Numbers problem Michelle Steiner <michelle@michelle.org> - 2014-01-26 16:44 -0700
    Re: Numbers problem dempson@actrix.gen.nz (David Empson) - 2014-01-28 02:08 +1300
      Re: Numbers problem Michelle Steiner <michelle@michelle.org> - 2014-01-27 09:02 -0700
        Re: Numbers problem dempson@actrix.gen.nz (David Empson) - 2014-01-28 13:38 +1300
          Re: Numbers problem Michelle Steiner <michelle@michelle.org> - 2014-01-27 23:46 -0700
            Re: Numbers problem Paul Sture <nospam@sture.ch> - 2014-01-31 10:00 +0100
          Re: Numbers problem Michelle Steiner <michelle@michelle.org> - 2014-01-27 23:51 -0700

#20732 — Numbers problem

I have a spreadsheet in which column A contains dates; the dates are
not necessarily consecutive, but they are always in chronological
order.

I want to be able to summarize totals for each month.  I can't figure
out how to do this.  Is there a solution?

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#20746

Michelle Steiner <michelle@michelle.org> wrote:

> I have a spreadsheet in which column A contains dates; the dates are
> not necessarily consecutive, but they are always in chronological
> order.
> 
> I want to be able to summarize totals for each month.  I can't figure
> out how to do this.  Is there a solution?

Assuming Numbers '09 (version 2.x):

Click on the contextual menu for column A and choose "Categorize by This
Column". This categorizes the dates by grouping them into months,
showing a summary row at the start of each month.

Then you can add summary fields in the month summary row for other
columns, e.g. to sum, average or count the entries for each month, and
the same summary field will be shown for each month.

If you mean Numbers 3.x, it appears to have no equivalent feature. Yet
another reason to steer clear of it until it catches up some more.

-- 
David Empson
dempson@actrix.gen.nz

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#20754

In article <1lg5u7j.1aau1xno6s3azN%dempson@actrix.gen.nz>, David Empson
<dempson@actrix.gen.nz> wrote:

> If you mean Numbers 3.x, it appears to have no equivalent feature. Yet
> another reason to steer clear of it until it catches up some more.

Yup; that's what I mean.  Fortunately, this summarization is one of my
"nice to have" things; I don't really need it.

One workaround that I just now thought of is to have a different sheet
for each month, and put the summaries, via a "sum" function on sheet 1.

Thanks.

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#20772

Michelle Steiner <michelle@michelle.org> wrote:

> In article <1lg5u7j.1aau1xno6s3azN%dempson@actrix.gen.nz>, David Empson
> <dempson@actrix.gen.nz> wrote:
> 
> > If you mean Numbers 3.x, it appears to have no equivalent feature. Yet
> > another reason to steer clear of it until it catches up some more.
> 
> Yup; that's what I mean.  Fortunately, this summarization is one of my
> "nice to have" things; I don't really need it.
> 
> One workaround that I just now thought of is to have a different sheet
> for each month, and put the summaries, via a "sum" function on sheet 1.

Sure, there are options to do it with structure or calculations, but it
isn't as nice as the categorize feature.

A brute force method while keeping all the months on a single sheet
would be another column which calculated a consistent value for all rows
with the same month e.g. for row 2 =DATE(YEAR(A2),MONTH(A2),1) would
result in all rows for January 2014 having 2014-01-01 in that column.
Another column could then have a formula which conditionally summed
adjacent rows by looking for matching dates. You could pull the results
out on another sheet. (If you only have one year's data in the
spreadsheet, then pulling out the month would be sufficient.)

I've tried each update of the latest Numbers and Pages briefly but even
with the x.1 updates, they are breaking simple documents I use
regularly, so I'm still sticking with the '09 versions.

I don't use Keynote as much, or with any complex features, so it is more
likely I could move to the new version, except I need to maintain
document compatibility with someone else whose Mac can't upgrade to
Mavericks, so I'll have to keep using Keynote '09.

-- 
David Empson
dempson@actrix.gen.nz

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#20782

In article <1lg6epu.oce112sy723kN%dempson@actrix.gen.nz>, David Empson
<dempson@actrix.gen.nz> wrote:

> I don't use Keynote as much, or with any complex features, so it is more
> likely I could move to the new version, except I need to maintain
> document compatibility with someone else whose Mac can't upgrade to
> Mavericks, so I'll have to keep using Keynote '09.

I believe that there's an option to save in '09 format; I haven't
checked that in Keynote, but it is there in Pages and Numbers.

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#20840

Michelle Steiner wrote:

> In article <1lg6epu.oce112sy723kN%dempson@actrix.gen.nz>, David Empson
> <dempson@actrix.gen.nz> wrote:
>
>> I don't use Keynote as much, or with any complex features, so it is more
>> likely I could move to the new version, except I need to maintain
>> document compatibility with someone else whose Mac can't upgrade to
>> Mavericks, so I'll have to keep using Keynote '09.
>
> I believe that there's an option to save in '09 format; I haven't
> checked that in Keynote, but it is there in Pages and Numbers.

Yes it's there in Keynote too.

-- 
If you make it well enough, you give it immortality.” -- Ernest Hemingway

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#20783

In article <1lg6epu.oce112sy723kN%dempson@actrix.gen.nz>, David Empson
<dempson@actrix.gen.nz> wrote:

> > One workaround that I just now thought of is to have a different sheet
> > for each month, and put the summaries, via a "sum" function on sheet 1.
> 
> Sure, there are options to do it with structure or calculations, but it
> isn't as nice as the categorize feature.

Of course.  AsI said, it's nice to have but not necessary.

The column headings are

Date  Black  Silver  Red  Gold  Platinum.

I have a second table that has the same headings plus "total"
The first row under the headings contains the sums of each of the
corresponding rows in the first table.  Total, of course, totals the
rest of the row.

The second row contains the percentages of the total for each color.

And for the heck of it, there's a pie chart showing each of the colors
(currently except for platinum because that column is still blank).

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