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Sum on a pivot table column with multiple criteria - match person, between two dates

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    Sum on a pivot table column with multiple criteria - match person, between two dates

    Hello,
    I have a sample spreadsheet attached, where under the sequence of months, I am trying to write a formula to sum all allocation % values based on the following criteria (all found in the pivot table):
    1. Match the specific person named in a column (to the left of the months row).
    2. Only match where the person is named AND the month column is between the Start Date field and End Date field.

    I hope that was clear. Thank you for taking the time to read.

    jcyr55
    Attached Files Attached Files

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    Re: Sum on a pivot table column with multiple criteria - match person, between two dates

    Hello jcyr55 and Welcome to Excel Forum.
    I feel that it is going to be difficult to get the values from the pivot table, however I do see a couple of options.
    1. Produce another pivot table such as the one modeled on Sheet 1
    2. Produce a matrix (modeled on the Dashboard sheet) that references the Data sheet using:
    Formula: copy to clipboard
    Please Login or Register  to view this content.

    Note that on the Dashboard sheet conditional formatting is used to hide zero values.
    Let us know if you have any questions.
    Consider taking the time to add to the reputation of everybody that has taken the time to respond to your query.

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    Re: Sum on a pivot table column with multiple criteria - match person, between two dates

    This is perfect, thank you so much for your help!!

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    Re: Sum on a pivot table column with multiple criteria - match person, between two dates

    You're Welcome and thank you for the feedback. Please take a moment to mark the thread as 'Solved' using the thread tools menu above your first post. I hope that you have a blessed day.

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