+ Reply to Thread
Results 1 to 5 of 5

Sum Monthly totals by date

  1. #1
    Registered User
    Join Date
    01-24-2008
    Posts
    3

    Sum Monthly totals by date

    Here is the setup - The first column has various locations (location A, location B etc) the next column has the actual deliverables for January, the next column has the planned deliverables for January. It continues on like that through to December.

    After that I have a couple of columns for year to date totals. The YTD "actual" is easy, I can just sum the cells for all the months since future actuals are 0. What I'm trying to do is set up the YTD "Plan", I can't sum all the cells as the plan is populated through to December so I have to add to the formula each month.

    Is there a way to set it up so it will add in the additional column based on the date? IE: if todays date falls in February it will add the cell from the Jan & Feb column. If it falls in March it will add Jan, Feb, Mar. Etc.

    Does that make sense?

  2. #2
    Registered User
    Join Date
    04-02-2007
    Posts
    35

    extra column

    if you put in an extra colum that details the numeric representation of the month
    =month('cell taht contains Date')

    section of the date you can then use a sumif <= month of current date. youc an have a cell somewhere in your workbook that uses =Today() to get the date on opening the workbook.

    hope that helps

  3. #3
    Registered User
    Join Date
    01-24-2008
    Posts
    3

    extra column

    Not sure I follow correctly - I've attached a simple version of the spreadsheet, can you show me on there?
    Attached Files Attached Files

  4. #4
    Registered User
    Join Date
    04-02-2007
    Posts
    35

    Sample

    If you enter the formula below in the Plan column of your sheet it should work

    =SUMIF($B$2:$I$2,"<="&MONTH(TODAY()),B7:I7)

    what it is doing / how it works ......

    If you add an extra row in at Row 2 and populate it with the month number only in the Plan columns then the formula uses the month part of the today function .... 30/01/2008 ... 01 ... 1 in the sumif. so it sums up the paln figures for the location row you are in if the month number you entered in row 2 is less than or equal to the month your present date is in.
    Attached Files Attached Files

  5. #5
    Registered User
    Join Date
    01-24-2008
    Posts
    3

    Thanks!

    That makes sense now that I see it, that is exactly what I needed.

    Thanks a lot!!

+ Reply to Thread

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts

Search Engine Friendly URLs by vBSEO 3.6.0 RC 1