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Summing by date criteria

  1. #1
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    Summing by date criteria

    Okay -- I'm prepared for someone saying I have to start over -- that I've made it all more complicated than it needs to be. I'm equally prepared to get an answer that will result in my exclaiming, "I knew that!" (While hitting my forehead against my keyboard . . . repeatedly). I'm pasting in the data sets below for a visual reference.

    1) I created a VLOOKUP for filtering out each sales agents commissions.
    2) A second VLOOKUP filtered the types of commissions
    3) From the second VLOOKUP I sorted the profits in order to work out the commissions for each type (different kinds of commissions = different %).
    4) Finally, the breakdown & sum up of the commissions for each week's pay out to the sales agent.

    -- and here's where the problem comes in. The sorting will be on-going; items from previous weeks, from the current week and future weeks. (Has to be; the original data comes from the sales records and that is an annual record.) But, I need to have a pay-out total for the current week. So, I tried entering the date range above the pay-out data and added dates to the profit information sort and VLOOKUP -- hoping to do a SUMIFS. It didn't work -- keep getting the VALUE#.

    So, what should I do/should have done? Be kind.

    Excel Sum.png

  2. #2
    Forum Expert Tony Valko's Avatar
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    Re: Summing by date criteria

    Many members are unable to see images in the *.png format due to forum compatibility issues with some browsers.

    If you need to post an image post it in the *.jpg format.

    Even better than posting images... post a SMALL sample file. That way we can test solutions directly in the file with the relevant data.
    Biff
    Microsoft MVP Excel
    Keep It Simple Stupid

    Let's Go Pens. We Want The Cup.

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    Re: Summing by date criteria

    I have tried to add a sample file -- even in the post before this one. When I click on the Attachment icon, all I get is this very small, narrow "window." I can't click on it, even, and it won't let me do anything.

    Here is my image in JPEG -- hope it helps! And if you have a solution for the Attachment icon, I'd love to hear that as well.

    Excel Sum reimg.jpg

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    Administrator FDibbins's Avatar
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    Re: Summing by date criteria

    To attach a file to your post,
    click advanced (next to quick post),
    scroll down until you see "manage file",
    click that and select "add files" (top right corner).
    click "select files" find your file, click "open" click "upload" click 'done" bottom right. click "submit reply"

    Once the upload is completed the file name will appear below the input boxes in this window.
    You can then close the window to return to the new post screen.
    1. Use code tags for VBA. [code] Your Code [/code] (or use the # button)
    2. If your question is resolved, mark it SOLVED using the thread tools
    3. Click on the star if you think someone helped you

    Regards
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    Administrator FDibbins's Avatar
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    Re: Summing by date criteria

    To attach a file to your post,
    click advanced (next to quick post),
    scroll down until you see "manage file",
    click that and select "add files" (top right corner).
    click "select files" find your file, click "open" click "upload" click 'done" bottom right. click "submit reply"

    Once the upload is completed the file name will appear below the input boxes in this window.
    You can then close the window to return to the new post screen.

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    Re: Summing by date criteria

    Okay. I have tried to follow your directions. I clicked on "Go Advanced." I scrolled down and the closest I could find to "Manage File" was "Manage Attachments." That page has an area for browsing my computer files. I have tried to browse; nothing shows up in the cell. Actually, there are two browse cells. I tried them both. Nothing (and, yes, I waited over 5 minutes). I even checked my Posting Permissions and I am allowed to do attachments. BTW, the area for Browse -- looks a little squished.

    Below are screen shots:

    Excel Mng.jpg

    Excel Brws.jpg

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    Re: Summing by date criteria

    Click on "Browse"==>select your library then select file. Click "Upload" and then "Close Window"

  8. #8
    Forum Expert Tony Valko's Avatar
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    Re: Summing by date criteria

    To attach a file to your post...

    Click the Reply button to open the Reply Editor
    Click the Go Advanced button
    Scroll down until you see the Manage Attachments link and click that
    Click the Browse button and select your file
    Click the Open button
    Click the Upload button
    Click the Close Window button
    Click the Submit Reply button

  9. #9
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    Re: Summing by date criteria

    Tony and John:

    I'm afraid I wasn't clear: I know how to use Browse and select a file. It won't bring the file to the browser window so that I can upload. I have used the "Contact Us" form, so hopefully, the issue can be resolved.

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