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Summary of values from a date range

  1. #1
    Redsmartie
    Guest

    Summary of values from a date range

    I have a sheet where I enter invoices raised. Can I automatically get a
    formula to look at the extent of a range of dates and provide a monthly
    total.

    The problem is that there is going to be a different amount of entries
    per month so the formula must be able to select all Jan 05, Feb 05, Mar
    05 values, etc from a list.


  2. #2
    Guest

    Re: Summary of values from a date range

    Hi
    This sounds like a job for Data/Pivot Table, which is a fantastic tool for
    summarising data. Here's an intro:
    http://www.cpearson.com/excel/pivots.htm

    --
    Andy.


    "Redsmartie" <[email protected]> wrote in
    message news:[email protected]...
    >I have a sheet where I enter invoices raised. Can I automatically get a
    >formula to look at the extent of a range of dates and provide a monthly
    >total.
    >
    > The problem is that there is going to be a different amount of entries per
    > month so the formula must be able to select all Jan 05, Feb 05, Mar 05
    > values, etc from a list.
    >




  3. #3
    JulieD
    Guest

    Re: Summary of values from a date range

    Hi

    you can use the SUMPRODUCT function for this, e.g.
    with your dates in column A and the amounts in column C
    (this will give you the value of invoices for Jan 2005
    =SUMPRODUCT(--(MONTH(A2:A500)=1),--(YEAR(A2:A500)=2005),C2:C500)

    or you can use a pivot table,

    click in your list of invoices
    choose data / pivot table and pivot chart report
    choose next
    check the range and choose next
    choose new worksheet and finish

    now drag the dates to the where it says row
    drag the values to where it says data
    right mouse click on the dates and choose group and show detail
    choose group
    select both month & year
    click OK

    --
    Cheers
    JulieD
    check out www.hcts.net.au/tipsandtricks.htm
    ....well i'm working on it anyway
    "Redsmartie" <[email protected]> wrote in
    message news:[email protected]...
    >I have a sheet where I enter invoices raised. Can I automatically get a
    >formula to look at the extent of a range of dates and provide a monthly
    >total.
    >
    > The problem is that there is going to be a different amount of entries per
    > month so the formula must be able to select all Jan 05, Feb 05, Mar 05
    > values, etc from a list.
    >




  4. #4
    Redsmartie
    Guest

    Re: Summary of values from a date range

    Thanks,

    I'll give that a try

    On 2005-04-01 17:24:56 +0100, "JulieD" <[email protected]> said:

    > Hi
    >
    > you can use the SUMPRODUCT function for this, e.g.
    > with your dates in column A and the amounts in column C
    > (this will give you the value of invoices for Jan 2005
    > =SUMPRODUCT(--(MONTH(A2:A500)=1),--(YEAR(A2:A500)=2005),C2:C500)
    >
    > or you can use a pivot table,
    >
    > click in your list of invoices
    > choose data / pivot table and pivot chart report
    > choose next
    > check the range and choose next
    > choose new worksheet and finish
    >
    > now drag the dates to the where it says row
    > drag the values to where it says data
    > right mouse click on the dates and choose group and show detail
    > choose group
    > select both month & year
    > click OK



  5. #5
    JulieD
    Guest

    Re: Summary of values from a date range

    let us know how you go

    "Redsmartie" <[email protected]> wrote in
    message news:[email protected]...
    > Thanks,
    >
    > I'll give that a try
    >
    > On 2005-04-01 17:24:56 +0100, "JulieD" <[email protected]>
    > said:
    >
    >> Hi
    >>
    >> you can use the SUMPRODUCT function for this, e.g.
    >> with your dates in column A and the amounts in column C
    >> (this will give you the value of invoices for Jan 2005
    >> =SUMPRODUCT(--(MONTH(A2:A500)=1),--(YEAR(A2:A500)=2005),C2:C500)
    >>
    >> or you can use a pivot table,
    >>
    >> click in your list of invoices
    >> choose data / pivot table and pivot chart report
    >> choose next
    >> check the range and choose next
    >> choose new worksheet and finish
    >>
    >> now drag the dates to the where it says row
    >> drag the values to where it says data
    >> right mouse click on the dates and choose group and show detail
    >> choose group
    >> select both month & year
    >> click OK

    >




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