Summing A block of sequential values

[kmsalehi]

Hello ,

I have a simple data sheet attached containing monthly savings. I want to sum up the savings yearly starting from Oct till Sep the following year and repeated for all years. I tried using "Sum(Offset)". It works for the first required value but once I pull it down, the values are not correct for the remaining years. Notes on the sheets explains required data.

Thanks

[Fluff13]

How about, in L5 copied down
=SUMIFS(D:D,C:C,">="&EDATE(K5,-11),C:C,"<"&EDATE(K5,1))

[alansidman]

An alternative solution is to use Power Query. Mcode and file below

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[kmsalehi]

Done. Thanks

[Fluff13]

You're welcome & thanks for the feedback.