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Index Match

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    Index Match

    Hello,

    I'm trying to build a formula that searches a list of expenses by date and returns only the sum of values that occurred during that month.

    Column C holds the dates and Column E holds their respective expense. The months tab is where I would like to display the summary of expenses. Is there a way to write an Index / match formula without building a date range for each month?

    I was able to write an if then formula that solved my problem however manipulating it for each month and each expense was annoying.
    Attached Files Attached Files

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    Re: Index Match

    In B3

    =SUMPRODUCT((Expenses!$E$4:$E$17)*(MONTH(Expenses!$C$4:$C$17)=MONTH(Months!B$2&0)))

    Copy across

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    Re: Index Match

    Hi jshutts,

    Your problem looks like it needs a Pivot Table, where you don't need a formula. See the attached where I've done one for you. You can expand or collapse the date rows. You can also add the expense type as a column in the PT which you might like. Also you can set a filter for any vendor or expense type. Time to learn more about Pivot Tables?

    Expense Log PT.xlsx

    https://www.bing.com/videos/search?q...F823&FORM=VIRE
    One test is worth a thousand opinions.
    Click the * Add Reputation below to say thanks.

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    Re: Index Match

    thank you for the help

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    Re: Index Match

    thank you !

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    Re: Index Match

    If that takes care of your original question, please select Thread Tools from the menu link above and mark this thread as SOLVED. Thanks.

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