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Sum data by month

  1. #1
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    Sum data by month

    Hi,

    Need some help with the following scenario.

    I got a resource plan and want to summaries the report by Month. So a breakdown of total value for each month.
    What would be the best way to approach this?

    Capture.PNG


    Thanks
    Attached Images Attached Images
    Last edited by Richard Buttrey; 06-23-2016 at 08:48 PM.

  2. #2
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    Re: Need Some help with Formula?logic

    Hi and welcome to the forum. Unfortunately your post does not comply with Rule 1 of our Forum RULES. Your post title should accurately and concisely describe your problem.

    Use terms appropriate to a Google search. Poor thread titles, like Please Help, Urgent, Need Help, Formula Problem, Code Problem, and Need Advice will be addressed according to the OP's experience in the forum: If you have less than 10 posts, expect (and respond to) a request to change your thread title. If you have 10 or more posts, expect your post to be locked, so you can start a new thread with an appropriate title.

    I'll change it for you on this occasion but note for the next time.

    The short answer is to change the way you record data and have a column for dates and a column for the values, then use a Pivot Table.
    Richard Buttrey

    RIP - d. 06/10/2022

    If any of the responses have helped then please consider rating them by clicking the small star icon below the post.

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    Re: Need Some help with Formula?logic

    Hey Richard,

    Sorry about the title.

    Could have used the pivot if the dates were in column, but i can't really fiddle around with the format.
    Would SUMIF work in this case?

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    Re: Sum data by month

    Hi azmat119,

    It would help if you would upload an example Excel workbook. Many of us cannot download / read pictures. I also saves having to retype your data.

    If necessary hand type enough data to get the idea across and the layout you envision with expected results. Include any additional details in the workbook.

    In the end it helps us to help you. Please be sure to de-sensitize the data.
    Dave

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    Re: Sum data by month

    Here you go guys.

    Smaple Data.xlsx

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    Re: Sum data by month

    I notice you've included 7/3/2016 in the June section. Any chance this is a typo?

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    Re: Sum data by month

    oops my bad. that should have been included in july :/

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    Re: Sum data by month

    azmat119,

    OK. I reset the grou

    I took the liberty of adding a helper row above the merged cells of months. Merged cells in the data source often cause havoc for formulas. The helper row is a way out. In I2:V2 this is the helper row formula. It also converts the month names to month numbers.
    Formula: copy to clipboard
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    Not sure how you envisioned the output format so I made one up.

    Then in E14 filled down and across
    Formula: copy to clipboard
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    Attached Files Attached Files

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    Re: Sum data by month

    Wow that's awesome. You're a legend mate

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    Re: Sum data by month

    Glad to help.

    If that answers the questions please click 'Thread tools' just above and to the right of your first post and mark this [SOLVED].

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    Re: Sum data by month

    Try this one. It's doesn't required any helper row.

    E14: =SUMPRODUCT(($E$5:$E$8=$D14)*(TEXT($I$4:$V$4,"mmmm")=E$13)*($I$5:$V$8)*$F$5:$F$8)


    This formula base on "FlameRetired" table


    Copy down and across

  12. #12
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    Re: Sum data by month

    @ Teethless mama,

    Good catch.

    Yes. That helper was to resolve the merged cells. When the typo was corrected the helper row was no longer needed. I forgot to clean up after myself and let it ride.

    Thanks for the back-up.

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