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Trying to track Sales to a month,year

  1. #1
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    Trying to track Sales to a month,year

    Hi All.

    I am having trouble creating a spreadsheet that reflects sales to a month, year.

    For Example

    Column A - Sale Date
    Column B - Sale Price
    Column C - Month Number
    Column D - Result for Year 2015 in reference to the appropriate month
    Column E - Result for Year 2016 in reference to the appropriate month

    Or if you have a better way to design I would be happy to hear.

    I am using this formula which is showing the sales according to a month but cannot get it to consider the year as well. This causes both 2015 and 2016 sales to be summed and reflected in the month.
    =SUMPRODUCT((MONTH($$A2:$A$35)=C3)*($B$2:$B$35))

  2. #2
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    Re: Trying to track Sales to a month,year

    Please Login or Register  to view this content.
    for the 2015 year

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    Administrator FDibbins's Avatar
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    Re: Trying to track Sales to a month,year

    Hi, welcome to the forum

    1. You can probably do away with the Month column, we can build that into the formula.
    2. You would probably be better served using SUMIFS, rather than SP (more efficient)
    3. You may even be able to use a Pivot Table
    4. To assist you better, I suggest that you upload a small (clean) sample workbook (not a pic) of what you are working with, and what your expected outcome would look like.
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    Regards
    Ford

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    Re: Trying to track Sales to a month,year

    Hi There,

    Please see attached example
    Attached Files Attached Files

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    Re: Trying to track Sales to a month,year

    I really just want a table that shows the sum of sales in Jan - Dec separately for each year.

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    Forum Expert shukla.ankur281190's Avatar
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    Re: Trying to track Sales to a month,year

    Assuming you searching month is in L2 and year is in M2 cells

    then try

    =SUMPRODUCT((MONTH(E2:E30)=L2)*(YEAR(E2:E30)=M2)*(J2:J30))

    Check the attached file.
    Attached Files Attached Files
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    Administrator FDibbins's Avatar
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    Re: Trying to track Sales to a month,year

    Try this.

    1st, put your dates downwards in a column (Use real dates 1/1/2015, 1/2/2015 etc)...
    M
    N
    2
    1/1/2015
    0
    3
    2/1/2015
    0
    4
    3/1/2015
    0
    5
    4/1/2015
    0
    6
    5/1/2015
    0
    7
    6/1/2015
    0
    8
    7/1/2015
    0
    9
    8/1/2015
    0
    10
    9/1/2015
    0
    11
    10/1/2015
    351.53

    N2=SUMIFS($J:$J,$E:$E,">="&M2,$E:$E,"<"&EDATE(M2,1))
    copied down

    You can do the exact same thing for the year...
    P
    Q
    2
    1/1/2015
    3834.31
    3
    1/1/2016
    11916.75

    Q2=SUMIFS($J:$J,$E:$E,">="&P2,$E:$E,"<"&EDATE(P2,12))
    copied down

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    Re: Trying to track Sales to a month,year

    Thanks Ankur - Worked Perfectly. The only thing that didn't tho is I am unable to drag this down a column as the E and J also creep ie E3:E31 ; E4:E32 etc etc.

    Is there a way to stop this so only the month L and year M creep?

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