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21. Real-World Project Briefs

21.10 Multi-Outlet Roll-up

The ask. Rani receives four sheets every month, one per outlet (Pune, Nashik, Nagpur, Kolhapur), all with the same layout. She needs a Summary sheet that adds them up, plus each outlet's share of sales, without copy-paste.

Each outlet sheet has the same layout: B2 = Sales (₹), B3 = Orders, B4 = Expenses (₹). The sheets sit next to each other from Pune to Kolhapur. Fictional:

Outlet sheet B2 Sales (₹) B3 Orders B4 Expenses (₹)
Pune 4,12,000 1,450 21,000
Nashik 2,68,000 980 15,500
Nagpur 2,31,000 870 14,200
Kolhapur 1,76,000 640 12,100

What to deliver (one under the other):

  1. Keep the outlet sheets side by side, Pune first and Kolhapur last.
  2. On Summary, use a 3D SUM across the sheets for Sales, Orders and Expenses.
  3. Add a per-outlet table with INDIRECT so the sheet name comes from a cell.
  4. Add Share of sales = outlet sales ÷ total sales.
  5. Add AOV = Sales ÷ Orders for each outlet and the total.
  6. For a long-term solution, append the four sheets with Power Query instead (Module 10).

Key formulas (row 2; copy down or let the Table fill them):

Summary!B2: =SUM(Pune:Kolhapur!B2)
Summary!B3: =SUM(Pune:Kolhapur!B3)
Per outlet (A7 = Pune): =INDIRECT("'"&$A7&"'!B2")
Share: =B7/$B$2
AOV: =ROUND(B7/C7,0)

Expected result (check your numbers):

Outlet Sales (₹) Orders Share of sales AOV (₹)
Pune 4,12,000 1,450 37.9% 284
Nashik 2,68,000 980 24.7% 273
Nagpur 2,31,000 870 21.3% 266
Kolhapur 1,76,000 640 16.2% 275
Total 10,87,000 3,940 100.0% 276

Total expenses = ₹62,800. The 3D SUM gives the same totals as adding the four sheets by hand.

Checks before you send it:

  1. All outlet sheets have exactly the same layout (same cells for the same numbers).
  2. A new outlet sheet placed between Pune and Kolhapur is included automatically.
  3. Shares add up to 100.0%.
  4. Sheet names with spaces are wrapped in single quotes inside INDIRECT.

Ravindra Bagale's Tip

A 3D SUM includes every sheet placed between the first and the last tab. Keep a blank "End" sheet as the last tab, so a new outlet dropped before it is always counted.

Loading practice tasks...

  1. Total stock units (Easy): Add up Stock units in D2:D11.
  2. Average unit cost (Easy): Average of E2:E11, rounded to 2 decimals.
  3. Rows in Antibiotic (Easy): How many rows have Category "Antibiotic"?
  4. Largest stock units (Easy): The largest value in D2:D11.
  5. Stock units for Antibiotic (Medium): Total of D2:D11 where B is "Antibiotic".
  6. Antibiotic in Dublin (Medium): Total of D2:D11 where B is "Antibiotic" and C is "Dublin".
  7. Best in Antibiotic (Medium): Largest E2:E11 value where B is "Antibiotic".
  8. Value of row 2 (Medium): D2 times E2.
  9. Look up James Carter (Medium): The Stock units for "James Carter" (use a lookup on column A).
  10. Total value (Hard): Sum of D times E for all rows.
  11. Share of Antibiotic (Hard): Share of D2:D11 that is "Antibiotic", rounded to 3 decimals.
  12. Rank of row 2 (Hard): Rank of D2 among D2:D11 (largest = 1).
  13. Above average? (Hard): "Above" if E2 is above the average of E2:E11, else "Below".