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Sum of Value overlap dates criteria

  1. #1
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    Sum of Value overlap dates criteria

    Dear Excel Expert,

    My problem,
    based on long term contract data with start date, end date and monthly revenue (be simplified),
    how I summarize with a choice of monthly periods (2, 3, 4, 6 months & yearly)?

    Start End Monthly
    1/4/16 31/3/20 1.000

    Criteria Option
    Start : 1/1/16, End : 31/3/16 ( 3months period) or
    Start : 1/1/16, End : 30/4/16 ( 4months period), etc..

    The following sample data attachment,

    I only figure out monthly periods

    Formula: copy to clipboard
    Please Login or Register  to view this content.


    Thank you very much in advance
    qFreud
    Attached Files Attached Files
    Last edited by qfreud; 10-17-2016 at 04:47 AM.

  2. #2
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    Re: Sum of Value overlap dates criteria

    Quote Originally Posted by qfreud View Post
    Dear Excel Expert,

    My problem,
    based on long term contract data with start date, end date and monthly revenue (be simplified),
    how I summarize with a choice of monthly periods (2, 3, 4, 6 months & yearly)?

    Start End Monthly
    1/4/16 31/3/20 1.000

    Criteria Option
    Start : 1/1/16, End : 31/3/16 ( 3months period) or
    Start : 1/1/16, End : 30/4/16 ( 4months period), etc..

    The following sample data attachment,

    I only figure out monthly periods

    Formula: copy to clipboard
    Please Login or Register  to view this content.


    Thank you very much in advance
    qFreud
    Try it:
    PHP Code: 
    E12=SUM((DATA!$A$4:$A$10=$E$4)*(DATA!$C$4:$C$10>=E$8)*(DATA!$C$4:$C$10<=E$9)*(DATA!$B$4:$B$10=$E$5)*DATA!$G$4:$G$10/$E$3*$E$2
    Ctrl + Shift + Enter!

  3. #3
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    Re: Sum of Value overlap dates criteria

    thanks for your suggestion tamthat

    but my problem :
    lets say an example
    Start date "1 Mar 2016" to End date "1 Mar 2019" with monthly revenue 2000,

    Criteria dates
    From "1 Jan 2016" to "1 Jul 2016",
    it means including Mar, Apr, & Jun revenue

    how the formula to calculate/sum with these criteria?

  4. #4
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    Re: Sum of Value overlap dates criteria

    This solution employs three helper rows, which may be hidden for aesthetic purposes, as well as modifying the formula originally in row 12. The modified formula reads:
    Formula: copy to clipboard
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    The formula for the first helper row, which counts the number of months between rows 8 and 9 is:
    Formula: copy to clipboard
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    The array entered formulas* that helps to find the number of months during that period are actually under contract are:
    Formula: copy to clipboard
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    Formula: copy to clipboard
    Please Login or Register  to view this content.
    *Array entered formulas are activated by pressing CTRL+SHIFT+ENTER to activate the array, not just ENTER. You will know the array is active when you see curly braces { } appear around your formula. If you do not CTRL+SHIFT+ENTER you will get an error or a clearly incorrect answer.
    Let me know if you have any questions.
    Consider taking the time to add to the reputation of everybody that has taken the time to respond to your query.

  5. #5
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    Re: Sum of Value overlap dates criteria

    JeteMc

    Wow
    that I was looking for

    But seems like the "sum" work only top row "user" criteria,

    Well, I need to figure out just one more step
    Last edited by qfreud; 10-17-2016 at 04:52 AM.

  6. #6
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    Re: Sum of Value overlap dates criteria

    Not sure that I understand what you mean by "Work only for top row 'user' criteria". Does this mean that you want to uses formulas to fill in the table in rows 18:23? I was under the impression that was just a table of expected values for user A2.

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