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Formula for working out and populating a table using the previous month totals

  1. #1
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    Formula for working out and populating a table using the previous month totals

    Good Day,

    I have an issue whereby I have thousands of lines of data. I need to bring back the "previous month" worth of data (along with some additional information) but not sure how to go about this.

    The attached shows the example file. I need the following please:
    1. Take the data to populate the "Populate" tab
    2. Using Column F (Invoice Date Created) to only bring back the "previous month data" - in this case it would be May 2014
    3. The following formula is what I have currently for Column B of the "Populate" tab: =SUMPRODUCT(SUMIFS('Data'!$N:$N, 'Data'!$M:$M, "Invoice Payment Processed", 'Data'!$A:$A, A2))
    4. The above formula brings back all the values - I only want the previous month.
    5. I am then not sure how to calculate Column C - which is a count of the amount of invoices that make up the total

    Is the above a possibility?

    Thank you for any help or direction.

    Take care,
    Andrew
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    Forum Expert cbatrody's Avatar
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    Re: Formula for working out and populating a table using the previous month totals

    Hi,

    I could do this with the help of 2 supporting columns and a Pivot Table . Please see if this suits your requirement (file attached).

    Regards,
    Chandra
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  3. #3
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    Re: Formula for working out and populating a table using the previous month totals

    Hi Chandra

    Thank you so much Chandra - this is very useful.

    Much appreciated.

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    Forum Expert cbatrody's Avatar
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    Re: Formula for working out and populating a table using the previous month totals

    You can even thank me by clicking on "* Add Reputation" at the bottom left of my post...

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