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Consolidating Data Based on Date

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  1. #1
    Registered User
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    03-15-2012
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    NM, USA
    MS-Off Ver
    Excel 2007
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    8

    Consolidating Data Based on Date

    Hi everybody, I'm currently working on a research project that I desperately need help with. What I have is a list of companies, the date that they issued a dividend, and the amount of the dividend that they issued. I'm trying to consolidate the data down from being listed daily, to being listed quarterly. The problem though is that even though the dates are listed chronologically for each specific company, the dates and amounts are all random from company to company. There is 25 years of data for 720 companies, so manually sorting it would be too time consuming. So how do I get excel to consolidate down the data automatically based on a specific date range? I want it to take any dividends that were issued between Jan 1 and Mar 31 and put their total sum value into Quarter 1 for that specific year, for each company. I want quarter 2 to be defined as any dividends issued between Apr 1 and June 30, quarter 3 to be any dividends issued between July 1 and Sep 30, and quarter 4 to be defined as any dividends issued between Oct 1 and Dec 31. If there were no dividends issued in a given quarter, than I want excel to assign that quarter a value of 0. The daily dividend amounts for each company are shown on the dividend payout worksheet, and I'm trying to consolidate those values on the Quarterly Dividend worksheet. I was thinking maybe it could be done with a sumif function? Several people told me that it could be done with a macro, but I have absolutely no idea how to write macros. Any help would be very greatly appreciated!
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    Last edited by Acem13; 03-17-2012 at 08:20 PM.

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