Hi, I have a pretty difficult situation that I need help solving.
I have a large data table with several companies and different metrics per quarter like net sales, EBITDA, EPS, etc. There is a column for company, fiscal year, fiscal quarter, calendar ending date, metric name, and value. There are more columns, but I believe these will be the only ones relevant for now. Not every company follows the calendar year for their fiscal year, and not every company follows the same fiscal year as my company does. I need a formula that will show the value of three summed months for a metric (EPS, for example) that will follow the quarter for a specific company.
So, I believe that the calendar ending date will come into play. Depending on the month listed in this cell, the formula will count back to include the three previous months. It will use that time frame to look up the values for those three months in my company and add them together. (This will either come from a separate file or a separate worksheet.) Then it will return that summation of those three months values in the new column.
Any ideas are how I can get this started?
Very appreciated.
Note: I will be unable to share my files. I suppose if this is absolutely necessary, I could create a very small sample to give a visual of what was already put in words. I do not believe this should be necessary, however.
Bookmarks