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Gather values using a date range to sum up profits for a single month.

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    Gather values using a date range to sum up profits for a single month.

    I have been trying to figure out how to work this with sumif, sumifs and Vlookup. I have either received errors or a $0.00 value. What I am trying to do is create a function that searches sales that are within the date range mm/dd/yyyy of a single month and sum up the total profits made for that month. Here is what my table looks like:

    B.........................O......................Total profits
    9/15/13................$265.13.................September
    9/16/13................$265.13.................October
    9/17/13................$265.13.................November

    To sum up, I want to add all of the numbers in column o into my profits table when it is in the same month.
    Last edited by Walntek; 09-15-2013 at 03:30 PM.

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    Forum Expert Ace_XL's Avatar
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    Re: Gather values using a date range to sum up profits for a single month.

    try pivot tables

    http://www.cpearson.com/excel/pivots.htm
    Life's a spreadsheet, Excel!
    Say thanks, Click *

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    Re: Gather values using a date range to sum up profits for a single month.

    Hello Walntek ! can you upload a sample work book with results expected(sensitive data removed)

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    Re: Gather values using a date range to sum up profits for a single month.

    Thank you for the information Ace, after reading that page I'm wanting something that will automatically update as I enter in new sales.

    Hemesh - I will work on getting a screenshot of the master in just a moment
    Last edited by Walntek; 09-15-2013 at 03:51 PM.

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    Forum Expert Tony Valko's Avatar
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    Re: Gather values using a date range to sum up profits for a single month.

    Are the dates all within the same year?
    Biff
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    Re: Gather values using a date range to sum up profits for a single month.

    here is the screenshot, I entered in some random numbers for reference. The date range got messed up due to zooming out for the screenshot, but I hope you get the idea from this. there is the table I want the summed numbers to be placed in the bottom right of the screenshot. the information I want it to sum in on column o

    Attachment 265470

    Tony - yes these are all within the same year. however I would hope that this could be extended to work on multiple years, if I have to manually change the year in the master every year that wouldn't be a issue either.
    Last edited by Walntek; 09-15-2013 at 04:14 PM.

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    Forum Expert Tony Valko's Avatar
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    Re: Gather values using a date range to sum up profits for a single month.

    When I click on your screencap I get this message:

    vBulletin Message
    Invalid Attachment specified. If you followed a valid link, please notify the administrator

  8. #8
    Forum Expert Tony Valko's Avatar
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    Re: Gather values using a date range to sum up profits for a single month.

    Is this what you're wanting to do:


    Data Range
    A
    B
    C
    D
    E
    1
    Date
    Sales
    -----
    Month
    Total
    2
    1/25/2013
    66
    Jan 2013
    66
    3
    2/11/2013
    2
    Feb 2013
    62
    4
    2/15/2013
    7
    Mar 2013
    190
    5
    2/23/2013
    53
    Apr 2013
    127
    6
    3/22/2013
    25
    May 2013
    117
    7
    3/27/2013
    72
    Jun 2013
    0
    8
    3/27/2013
    93
    Jul 2013
    0
    9
    4/16/2013
    35
    Aug 2013
    49
    10
    4/17/2013
    92
    Sep 2013
    89
    11
    5/11/2013
    91
    Oct 2013
    117
    12
    5/16/2013
    26
    Nov 2013
    38
    13
    8/28/2013
    49
    Dec 2013
    158
    14
    9/9/2013
    89
    15
    10/9/2013
    13
    16
    10/18/2013
    14
    17
    10/22/2013
    90
    18
    11/14/2013
    38
    19
    12/17/2013
    64
    20
    12/23/2013
    94


    D2:D13 are 1st of the month dates formatted to display as mmm yyyy.

    This formula entered in E2 and copied down:

    =SUMPRODUCT(--(TEXT(A$2:A$20,"mmm yyyy")=TEXT(D2,"mmm yyyy")),B$2:B$20)

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