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Sum weekly & monthly totals

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    Sum weekly & monthly totals

    I have a table col A has the date, col F has the daily total that I have earnt.( see sample attachment)
    I would like a formula that can be used in col G to show my weekly totals - with weekday starting on a sunday (The week can roll over into the new month if that happens to occur )
    and a formula in col H to show my monthly totals (Starting on the first date of that month and ending on the last date of that month.)
    NOTE: In the sample I have just used a basic sum just to show you how I would prefer it to be results to be displayed. Wondering what formula I can use to do this all automatically instead of making a bunch of simple sums here and there.
    If I have to make a new table for the weekly/monthly totals that's ok just not prefered.
    Any help with some correct formulas for this would be greatfully appreciated.
    Attached Files Attached Files

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    Administrator FDibbins's Avatar
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    Re: Sum weekly & monthly totals

    Are your days always mixed around like that, such that you dont always have an entry on Sat or Sun?
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    Re: Sum weekly & monthly totals

    Yes the dates are mixed. I don't have entries for every day/ weekend. There will be gaps between dates,(no blank cells though in date column or daily total column). The dates will run in numerical order.

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    Forum Guru MarvinP's Avatar
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    Re: Sum weekly & monthly totals

    Hi jojo,

    I've added two helper columns to your table that allow the answers to be like you want. See the Week Num and Month Num columns added and see their formulas. Then look at the weekly totals and monthly totals formulas and confirm they are correct.
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    Administrator FDibbins's Avatar
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    Re: Sum weekly & monthly totals

    Thanks for the assist Marvin

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    Forum Expert Crooza's Avatar
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    Re: Sum weekly & monthly totals

    Sample%20weekly%20totals(1).xlsx

    Looks Like I did the same as Marvin. Haven't check our results are the same - just noticed you used two helpers columns too
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    Re: Sum weekly & monthly totals

    Thanks guys for your assistance. Works great. Just what I needed.

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    Re: Sum weekly & monthly totals

    Throwing this one in here as an after thought -

    When you are building out logs of data like it appears you are doing... I highly recommend doing so as an individual record and then making reports based off of that log instead of trying to build a Log as a report.

    Columns Date, User/Employee/Agent etc..., and Amount are the only 3 you need, Then a formula to dictate what the week number is so your log technically is never more than 4 wide. Now being that this is a time based report that you are compiling and you are looking to display a form of earning, I then would recommend going with a pivot table! In a pivot table you can group on dates to allow seamless reporting of time such as year, quarter, month, date down to time even. They don't build in week which is why I still would add that to your log... Then throw it into that pivot table. You are in 2010 Excel so you can also take advantage of Slicers! Basically a fancy filter that visually will help you navigate through the layers of data you are producing. Here is a sample out of your data of what I mean...

    Data.xlsx

    Cheers!
    -If you think you are done, Start over - ELeGault

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