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Automatic Month Totals

  1. #1
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    Automatic Month Totals

    Hi,
    Can someone please assist me in determining the best way to do this. I have a sheet with every day of 2012 on it and values per account in each cell. Worksheet example.xlsx I want to be able to quickly total each month per account. So some sort of table that shows account name in column 1 and then 12 months in each column with the totaled values for that month. What is the quickest way to do this? Can I use a pivot table for this?

  2. #2
    Forum Expert Ace_XL's Avatar
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    Re: Automatic Month Totals

    maybe like this..
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  3. #3
    Administrator FDibbins's Avatar
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    Re: Automatic Month Totals

    1st of all, your dates are not actually dates, they are text that looks like a date. I fixed that by, in a helper column, adding 0 (zero) to each date cell, and then copy/paste values back over the dates.

    Then I created your table using sumifs(), see attached.

    Also, I think it would be easier for you if you swapped your table around, so that the dates go downwards and the accounts go across the top. I always take the approach that I make my tables grow downwards, not sideways, if I can. So, in your case, the table will grow downwards as new dates are added. (you have far more rows than columns (over a million rows combapred to just a few thousand columns)

    I swapped your table for you on sheet 2, so you can see what it looks like, and I have given you that same table both ways
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    Regards
    Ford

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