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Hi,
I manually entered the amounts for November on the Dashboard sheet from the Actual Amounts sheet.
Can this be done with formulas matching the month and Category?
Thank you for your help
Hi,
I manually entered the amounts for November on the Dashboard sheet from the Actual Amounts sheet.
Can this be done with formulas matching the month and Category?
Thank you for your help
Why have you opened a new thread on this?
Ali
Enthusiastic self-taught user of MS Excel who's always learning!
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It's for a different sheet.
Yet again, you have used TEXT dates: if you used Excel dates, you could use ( I am sure) the formula Hans provided in your last post:
in F5:
=IFERROR(SUM(FILTER(Register_T[Deposit],(EOMONTH(--Register_T[Date],0)=F$4)*(Register_T[Category]=$D5))),"")
Change F$4 to a cell with an Excel Date.
in K2
e.gFormula:
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so replace F$4 with $K$2
Untested as I don't have 365
If that takes care of your original question, please select Thread Tools from the menu link above and mark this thread as SOLVED.
I am sorry for my poor request.
I need the formulas in the Dashboard sheet please.
There is a scroll for Month and one for Year.
I have cell H2 on Dashboard as a date for reference now.
Last edited by billy60; 11-29-2023 at 03:51 PM.
The example I gave WAS for "Dashboard" F5 as a test: if it works then you can use Hans' formulas given in your last post as "Dashboard" is simply a single monthly selection from the "Actual Accounts" sheet.I need the formulas in the Dashboard sheet please
Use $H$2 in place of F$4
Last edited by JohnTopley; 11-29-2023 at 03:59 PM.
Okay the formula works thanks. But I do not know how to scroll for different months and years that still allows the formulas to function properly.
STOP changing your form every post:
see attached with date in K2 (you can hide if required) which changes as you scroll through month and/or year.
I apologize for changing but I am trying to learn the best way.
#8 post solution works great thank you.
The Budget amounts are different on the Dashboard. These will come from the Budget Amounts sheet not the Register.
I tried this formula in E5 but it gets #N/A:
=INDEX('Budget Amounts'!F5:Q8,MATCH(D5,'Budget Amounts'!D5:D8,0),MATCH(L2,'Budget Amounts'!F3:Q3,0))
Last edited by billy60; 11-29-2023 at 06:06 PM.
Why not "standardise" and get your data from "Budget Amounts" and "Actual Amounts"?
These would use same formula with different table reference.
I totally agree that the actuals sheet should get data from register.
Then the dashboard gets from budget and actuals sheets.
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