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
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:
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Note that on the Dashboard sheet conditional formatting is used to hide zero values.
Let us know if you have any questions.
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This is perfect, thank you so much for your help!!
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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