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Sum Index Match Dates Between Multiple Date Criteria

  1. #1
    Forum Contributor garrett.grillo's Avatar
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    Sum Index Match Dates Between Multiple Date Criteria

    I need an Index Match formula that will Sum the Actual Cost for each Month and WBS number (E9:G11). The originating data is located in the SAP Export for each WBS (J4:J12), Posting Date (K4:K12), and Actual Cost (L4:L12). The formula constraints to arrive at the correct monthly totals (E9:G11) are based upon the WBS number (C9:C11), then within the Project (PTD) Start and End dates (C5:C6), then lastly the Monthly Actual Cost Start and End dates (E5:GG6).

    Thank you for your help and please let me know if you need any additional information.

    Sum Index Match Dates Between Multiple Date Criteria.xlsx

    Garrett

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    Re: Sum Index Match Dates Between Multiple Date Criteria

    Try this SUMPRODUCT formula instead

    =SUMPRODUCT(($J$4:$J$12=$C9)*($K$4:$K$12>=E$5)*($K$4:$K$12<=E$6),$L$4:$L$12)

    Enter into E9, copy across and down.
    Last edited by Speshul; 09-30-2014 at 05:29 PM.
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    Forum Contributor garrett.grillo's Avatar
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    Re: Sum Index Match Dates Between Multiple Date Criteria

    Hi Speshul,

    That formula works great, but the only thing is I need that formula to also work with the Project (PTD) Start (C5) and End (C6) dates as a type of primary date criteria.

    For example, if I were to change the Project (PTD) End (C6) date to 06/30/2014 the results for Jun-14/WBS 210 would be $2,000, for Jun-14/WBS 123 would be $27,000, and lastly for this column Jun-14/WBS 150 would be $0. So, because the Project (PTD) End (C6) date was changed to 06/30/2014, all the others formula cells (E9:G11) would be after that date and as a result would produce blanks.

    Would anyone here on the Excel Forum know how to modify this formula to also include the above criteria?

    Garrett
    Last edited by garrett.grillo; 09-30-2014 at 06:19 PM.

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    Re: Sum Index Match Dates Between Multiple Date Criteria

    So why not simply amend the formula with a simple "IF" function, like so:

    =IF(F8<=$C$6,SUMPRODUCT(($J$4:$J$12=$C9)*($K$4:$K$12>=F$5)*($K$4:$K$12<=F$6),$L$4:$L$12),"")

    Cheers,

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    Forum Contributor garrett.grillo's Avatar
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    Re: Sum Index Match Dates Between Multiple Date Criteria

    Hi Ursul,

    I tried the formula revision you posted above and it didn't seem to work...

    Garrett

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    Re: Sum Index Match Dates Between Multiple Date Criteria


  7. #7
    Forum Contributor garrett.grillo's Avatar
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    Re: Sum Index Match Dates Between Multiple Date Criteria

    Hi Ursul,

    My mistake, YOU HAVE DONE IT!!!

    You were precisely correct in your formula above. I was pasting it into my spreadsheet example template incorrectly, so thank you for updating my template with your working formula for me! =)

    Garrett

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