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want to get amounts by month from a cohorted data

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    Question want to get amounts by month from a cohorted data

    Hello team, I have thousands of rows of customer data in a monthly format for a given year.
    Now It is not one year that I have to work on but multiple years.
    If you filter on column C for Jan-18 & Feb -18 it will illustrate what I am looking for in columns Q-AB
    Essentially when I select Mar-18 I want a formula to know that it is Mar-18 in Column C and should start picking up values from Column D and should paste/link Mar-18 values starting in column S.
    So far I am out of my wits and hence reaching to this forum on how can I get the data using a formula.
    Please help, thanks a lot in advance.
    Also, attached is a sample spreadsheet.
    Attached Files Attached Files

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    Re: want to get amounts by month from a cohorted data

    Hello team, I have thousands of rows of customer data in a monthly format for a given year.
    Now It is not one year that I have to work on but multiple years.
    If you filter on column C for Jan-18 & Feb -18 it will illustrate what I am looking for in columns Q-AB
    Essentially when I select Mar-18 I want a formula to know that it is Mar-18 in Column C and should start picking up values from Column D and should paste/link Mar-18 values starting in column S.
    So far I am out of my wits and hence reaching to this forum on how can I get the data using a formula.
    Please help, thanks a lot in advance.
    Also, attached is a sample spreadsheet.

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    Re: want to get amounts by month from a cohorted data

    From Q4:Q8 you have 100 hard coded with no explanation for why/where they come from
    Ben Van Johnson

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    Re: want to get amounts by month from a cohorted data

    Yes that is the original data set.

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    Re: want to get amounts by month from a cohorted data

    My Apologies, I looked at the data and it changed for some reason. reattaching file again here.
    Columns B-O is the original Data SET.
    Attached Files Attached Files

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    Re: want to get amounts by month from a cohorted data

    I just realized your version says 2013. Is that still your version? If so, please ignore below. If you have upgraded to MS365, please see below:

    I'm not sure I fully understand, but maybe try this in Q3 and copy across:

    =FILTER(D3:D303,$C3:$C303=Q$2)

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    Re: want to get amounts by month from a cohorted data

    Unfortunately this did not work. Thank you.

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    Re: want to get amounts by month from a cohorted data

    Well, that doesn't help much. Can you be more specific?

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    Re: want to get amounts by month from a cohorted data

    Apologies.
    Per the data set in Columns D-O they are monthly information.
    For Eg: Row 3 Jan-18 in column C corresponds to Month 1 in Column D i.e 95 for Jan, 257 for Feb, 241 for Mar and so on.

    Now what I want is Columns Q-AB is as follows:

    For Jan-18 its straight forward take from Row D i.e Invoice #1 and pull it to the right the tricky part is in Feb and later months.


    For Feb-18 ie Row 9 - Month 1 is column D. So essentially Month 1 information from Column D should be in Column R and not in Column Q i.e +1 column to the right vs. Jan

    Hope this helps and thanks for your time.

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    Re: want to get amounts by month from a cohorted data

    So are you saying the value in D9 (Row 9, month 1 column D) so be in cell R3? If so, why does your sample show 257 in that cell?
    Is your sample showing the correct results? and how should your results look different from your sample?

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    Re: want to get amounts by month from a cohorted data

    Your first interpretation is correct. I would like values in D9 to reflect in Row 9 (I.e No change in Rows) But since Row #9 is Feb-18 I would want the value to reflect starting Column R and beyond.
    So if you look D9 = 95 and that same value is reflecting in R9 = 95. The results in my sample should look exactly the same but with a formula like I mentioned right now I am just linking the cells on the left to the right but by using a filter everytime for each month.
    Please refer the revised file attached a few threads above.
    Thank you

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    Re: want to get amounts by month from a cohorted data

    I'm having a hard time understanding what you are looking for here.

    Can you explain the logic of the tables a bit more, please?

    Columns D-O are labelled 1-12 and there are separate invoices by month in each of the 1-12 columns.

    However, when you link them to the second table, the 1-12 become Jan -Dec. For instance, H7 is Jan-18 invoice in column 5 but in the second table it is in the May-2018 column.

    What does this mean? Why the different dates in the two tables?

    Thanks,

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    Re: want to get amounts by month from a cohorted data

    Hi,

    @geneticsmeister

    If I'm not misinterpreting,
    Please review the attached document.

    Formula in cell Q3
    Formula: copy to clipboard
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    Edit :
    If your list includes years that are different from 2018
    You can use the formula below.

    Formula: copy to clipboard
    Please Login or Register  to view this content.


    In the formula,
    which has been defined
    a, C3:C303
    and
    c, D3:O303
    it will be enough to change the cell ranges by typing the cell ranges in your list.
    Attached Files Attached Files
    Last edited by 52779; 11-09-2022 at 01:50 PM.

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