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Creating rolling summary table

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    Creating rolling summary table

    Hi, all -

    I'm wanting to take a summary worksheet that takes data from other worksheets, one for each month, and create a way that the summary worksheet utilizes a "rolling" method - instead of strict calendar month, a rolling analysis for the prsent months and the 11 previous months.

    Does anyone have a great resource on showing me how to do this? I am not too advanced so the simpler the method, the better.

    Thanks.

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    Forum Moderator Glenn Kennedy's Avatar
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    Re: Creating rolling summary table

    Do you have some sample data for us to work with?

    if so, attach a sample workbook. Make sure there is just enough data to demonstrate your need. 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 shown, mock them up manually if necessary.

    Remember to desensitize the data.

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

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    Glenn




    None of us get paid for helping you... we do this for fun. So DON'T FORGET to say "Thank You" to all who have freely given some of their time to help YOU

  3. #3
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    Re: Creating rolling summary table

    Here is the file as currently used. We want to change the summary page so we get a rolling 12 month summary from the report month and the previous 11 months, as opposed to the calendar months. Master - Sample.xlsx

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