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Need a formula to sum a rolling three months based on input date

  1. #1
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    Need a formula to sum a rolling three months based on input date

    "Hi there, I am trying to figure out how to create a consise formula that will sum a rolling 3 months of data based on a date input.

    I need to be able to input a date in B1 and have C4:C9 (should sum K4, I4 and G4) and D4:D9 return results for the month input in B1 and the prior two months.

    The results in C4 should = 8 and D4 should sum K3, I3, G3 divided by the result of the formula in C4.

    I have never posted to a forum, if I am not clear or have done something incorrectly please advise.

    Any assistance is much appreciated!"
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    Re: Need a formula to sum a rolling three months based on input date

    Welcome to the forum!

    Try,

    C4: =SUMIFS($F4:$O4,$F$2:$O$2,">="&EDATE($B$1,-2),$F$2:$O$2,"<"&EDATE($B$1,1))

    Best,
    berlan

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    Re: Need a formula to sum a rolling three months based on input date

    Berlan, that's awesome! works perfect... I do also need something for the 3 month % in D4 -- D4 should sum K3, I3, G3 divided by the result of the formula in C4.

    Can you assist with that ?

    Thanks,
    Diane

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    Re: Need a formula to sum a rolling three months based on input date

    Berlan,

    Thank you so much!! I works perfect and I did get the second piece figured out.

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    Re: Need a formula to sum a rolling three months based on input date

    Just out of curiosity, how did you do that?

    either =SUMIFS($F4:$O4,$F$2:$O$2,">="&EDATE($B$1,-2),$F$2:$O$2,"<"&EDATE($B$1,1))/SUMIFS($F$3:$O$3,$F$2:$O$2,">="&EDATE($B$1,-2),$F$2:$O$2,"<"&EDATE($B$1,1))
    or =SUMIFS($F4:$O4,$F$2:$O$2,">="&EDATE($B$1,-2),$F$2:$O$2,"<"&EDATE($B$1,1))/$C$3
    is what I would have used
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    Regards
    Ford

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    Re: Need a formula to sum a rolling three months based on input date

    FDibbins,
    I changed it ever so slightly and did...
    C4 =SUMIFS($E4:$O4,$E$2:$O$2,">="&EDATE($B$1,-2),$E$2:$O$2,"<"&EDATE($B$1,1))
    D3 =SUMIFS($E3:$O3,$E$2:$O$2,">="&EDATE($B$1,-2),$E$2:$O$2,"<"&EDATE($B$1,1))
    D4 =C4/D3

    I needed to sum the defects, the loan count and then come up with the % -- all to change based on the date I enter.

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    Administrator FDibbins's Avatar
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    Re: Need a formula to sum a rolling three months based on input date

    great job, thanks for sharing

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