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Need assistance adding data based on date range

  1. #1
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    Need assistance adding data based on date range

    I'm trying to calculate the following from the attached sample:
    Current Month Sent
    Previous Month Sent
    YTD Sent
    Attached Files Attached Files

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    Forum Guru Jonmo1's Avatar
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    Re: Need assistance adding data based on date range

    Current month
    =SUMIFS(Sheet1!$C2:$CQ2,Sheet1!$C$1:$CQ$1,">"&EOMONTH(TODAY(),-1),Sheet1!$C$1:$CQ$1,"<="&EOMONTH(TODAY(),0))

    Previous month
    =SUMIFS(Sheet1!$C2:$CQ2,Sheet1!$C$1:$CQ$1,">"&EOMONTH(TODAY(),-2),Sheet1!$C$1:$CQ$1,"<="&EOMONTH(TODAY(),-1))

    YTD (assuming ALL data on Sheet1 is YTD..)
    =SUM(Sheet1!$C2:$CQ2)

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    Re: Need assistance adding data based on date range

    How would I add these formulas into the list on sheet2? My actual data has over 700 accounts with data going back to beginning of 2016. I can tweek the formulas to adjust for the full data set, just confused on incorporating into list of accts on sheet2. Thanks

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    Re: Need assistance adding data based on date range

    With VBA code to rearange the data.

    After that a pivot table (and add the month in the table).

    See the attached file.
    Notice my main language is not English.

    I appreciate it, if you reply on my solution.

    If you are satisfied with the solution, please mark the question solved.

    You can add reputation by clicking on the star * add reputation.

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    Re: Need assistance adding data based on date range

    Unfortunately, I am not familiar with the use of Pivot tables and am unsure how to go about setting up.

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    Re: Need assistance adding data based on date range

    Then learn about pivot table, since it is a very powerfull tools which is expanded every new version of Excel.

    I suppose that is the way Microsoft tells us, that is the way to go.

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