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Calculating the 12 month rolling revenues based on criterias

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    Calculating the 12 month rolling revenues based on criterias

    Hello there,

    I'm trying to generate a formula for the attached report to show the total retailing last 12 months revenues based on the data tab. Currently the formula just shows the month's revenue for the date in col b, but I am trying to look for the total 12 month revenue previous to the date provided. e.g 01/11/2018 should total revenue of 10/2018, 09/2018, 08/2018, etc (12 months).

    I'd appreciate any help on this.

    Many thanks again.
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    Re: Calculating the 12 month rolling revenues based on criterias

    Try this: =IFERROR(SUMIFS(Data!$M:$M,Data!$E:$E,Summary!G$5,Data!$F:$F,IF(Summary!$B$2="","*",Summary!$B$2),Data!$L:$L,"<="&IF(B7="","*",B7),Data!$L:$L,">="&IF(B7="","*",DATE(YEAR(B7),MONTH(B7)-12,1))),0)
    Click the * to say thanks.

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    Re: Calculating the 12 month rolling revenues based on criterias

    Fantastic!!!! thanks PaulM100.*

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    Re: Calculating the 12 month rolling revenues based on criterias

    I think the formula may need tweeking although Paul is virtually there and has done the hard work

    =IFERROR(SUMIFS(Data!$M:$M,Data!$E:$E,Summary!G$5,Data!$F:$F,IF(Summary!$B$2="","*",Summary!$B$2),Data!$L:$L,"<="&IF(B7="","*",B7),Data!$L:$L,">="&IF(B7="","*",DATE(YEAR(B7),MONTH(B7)-12,1))),0)

    I believe this is 13 months, one of the highlighted conditions wants to lose the = probably the >= want to become >

    I may be wrong!

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