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Summarise data based on date

  1. #1
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    Summarise data based on date

    Hi There,

    I have a set of data in excel that looks like this:

    Project Name alpha date alpha price beta date beta price final date final price
    Project a 1/01/2013 $123.00 2/02/2013 $324.00 5/02/2013 $222.00
    Project b 2/01/2013 $432.00 9/03/2013 $111.00 30/03/2013 $321.00
    project c 2/02/2013 $4,431.00 8/03/2013 $231.00 7/04/2013 $343.00
    project d 3/04/2013 $1,232.00 30/01/1906 $3,122.00 6/07/2013 $666.00

    I need to generate a sum for each month/year across all projects and phases of the project. IE:
    Jan 2013 $555
    Feb 2013 $4,977

    What's the best way of going about this?

  2. #2
    Forum Moderator alansidman's Avatar
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    Re: Summarise data based on date

    This would be easier to understand with a sample workbook.

    Attach a sample workbook. Make sure there is just enough data to make it clear what is needed. Include a BEFORE sheet and an AFTER sheet in the workbook if needed to show the process you're trying to complete or automate. Make sure your desired results are demonstrated, mock them up manually if needed. Remember to desensitize the data.

    Click on GO ADVANCED and use the paperclip icon to open the upload window.

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    Re: Summarise data based on date

    Sample Data.xlsx
    here is an example of what I'm trying to achieve (calculations done manually)

  4. #4
    Forum Moderator alansidman's Avatar
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    Re: Summarise data based on date

    Attached is a solution using array requiring the formula to be entered using Ctl + Shift + Enter to obtain the results.
    Attached Files Attached Files

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    Re: Summarise data based on date

    For Alpha:

    =SUMPRODUCT((TEXT($B$5:$B$10,"MMMM")=TEXT(K$4,"MMMM"))*$C$5:$C$10)

    For Beta:

    =SUMPRODUCT((TEXT($D$5:$D$10,"MMMM")=TEXT(K$4,"MMMM"))*$E$5:$E$10)

    For Final:

    =SUMPRODUCT((TEXT($F$5:$F$10,"MMMM")=TEXT(K$4,"MMMM"))*$G$5:$G$10)

    Drag each formula across
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    Re: Summarise data based on date

    Quote Originally Posted by AlKey View Post
    For Alpha:

    =SUMPRODUCT((TEXT($B$5:$B$10,"MMMM")=TEXT(K$4,"MMMM"))*$C$5:$C$10)
    This worked perfectly! Thanks!

    Now to add another layer of complexity...

    v2 Sample Data.xlsx

    In this file I have 'forecast alpha price' and 'alpha price'

    I need to do a formula so as IF 'alpha price' is blank, use 'forecast alpha price' else, use the value in 'alpha price'. (and likewise for beta and final)... thoughts?

  7. #7
    Forum Guru AlKey's Avatar
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    Re: Summarise data based on date

    I have created additional columns to unify prices for each category and adjusted formulas accordingly. Please see attached file. If you don't want these columns to be visible you can simply hide them.
    Attached Files Attached Files

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