A sales export usually arrives as one long list: every line item, every rep, in whatever order the system wrote them. The question people actually ask of it - how much did each rep close - takes a pivot table or a set of formulas rebuilt each cycle. Blockform gives you the same answer by pasting the rows in and choosing the rep column. Each rep becomes a block with their own lines and a subtotal, and the sheet closes with a total across everyone.
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Paste your rows above and the formatted sheet appears here, ready to download.
Rep is the obvious grouping, but it is only one column among several. The same export usually carries territory, product line, channel and month, and each of those answers a different question from the identical paste. Regroup and download again to get a second cut - it takes seconds, and neither file is derived from the other, so there is nothing to keep in sync.
A sales export tends to carry several numeric columns that mean different things. Revenue, quantity and margin all add up sensibly per rep. Unit price and commission rate do not - a sum of unit prices is a number with no meaning, and it will sit there looking like a figure somebody could quote. Blockform selects every numeric column by default, so clear the per-unit ones before downloading. Columns written with a percent sign are already excluded: Blockform reads them as text rather than numbers, so a discount column written as 12% is never offered in the first place.
A report of this kind is usually forwarded, and often only one block of it is read - a rep sees their own lines. Repeated headers put the column names above every block, so a screenshot or a printed page makes sense on its own without the top of the sheet. That is also why the totals are written as values: the file is legible to somebody who opens it in Numbers on a phone.
Blockform groups by exactly one column, so a report broken down by rep and by month needs that combination to exist as a column before you paste. The straightforward move is to add a column in the source that joins the two - a value like "Mar / Okonkwo" - and group by that. It keeps the tool doing one job and leaves the definition of a period where you can see it.
Five kinds of row, in this order, written as values rather than formulas. Nothing you pasted is dropped. Free and unverified downloads also carry the watermark - one extra footer row naming Blockform. Paid downloads do not.
Your column names, bold on a filled background. By default they are repeated after each divider rather than appearing once at the top, which is the whole reason the file stays readable on paper: scroll or print past the first page of a flat export and the columns become anonymous numbers. Turn the repeat off if you would rather have one header row.
Your rows, unchanged, sorted into their group. Text stays text and numbers are written as numbers, so the columns that were totalled can be re-totalled by whoever opens the file without first stripping a currency symbol out of them.
One bold row at the end of each group, totalling the numeric columns for that group only. Columns that are not numeric are left blank rather than filled with a zero, because a zero in a text column reads as a real figure that happens to be nothing.
A filled row in the accent colour separating one block from the next. It carries no data. It exists because a subtotal row and a data row look alike at a glance once a sheet is long, and the eye needs somewhere to stop.
A single bold row at the foot of the sheet totalling every numeric column across all blocks. It is computed from the data rows, not by adding the subtotals, so a rounding difference between the two cannot creep in.
Not directly - grouping uses one column. Add a column to your source that combines the two values and group by that instead.
It still becomes its own block with its own subtotal, so the layout stays consistent and every rep appears.
If the values carry a percent sign, no - Blockform treats them as text and never offers them as a total, precisely because summing percentages is meaningless. If the column holds bare numbers that happen to MEAN percentages, it looks like any other number column and will be offered, so clear that one yourself.
No. It is parsed, grouped and written to .xlsx entirely in your browser, which is usually the deciding factor for commercial figures.
Paste rows, pick the column to group by, and get an Excel file with a subtotal after every group, repeated headers and a grand total. Free, in your browser.
Paste a bank or card export, group it by category, and download an .xlsx with a subtotal per category and a grand total. Nothing leaves your browser.
Paste a CSV or TSV export and download a formatted .xlsx with grouped blocks, subtotals and repeated headers - no formulas, no pivot table, no sign-up.