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Formula to find totals by Quarter from monthly sales

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    Formula to find totals by Quarter from monthly sales

    I have month in column A and sales values in column B. Looking for a formula to find totals by Quarter from a set of monthly sales values in B. The aim is to have the formula sum the sales value when all three months values are available. For example, Jan -10, $10, Feb-10, $20 and mar-10, $30. Quarter 1 sales value will be $60.00. If Apr-10, $10, May-10, $10 and Jun-10 value is not yet entered, the formula should return blank until the jun-10 sales value is entered.

    Sample workbook attached.

    Thanks for the help.
    Attached Files Attached Files

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    Forum Expert Pepe Le Mokko's Avatar
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    Re: Formula to find totals by Quarter from monthly sales

    Perhaps use a Pivot Table where you filter out the incomplete quarter?

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    Re: Formula to find totals by Quarter from monthly sales

    =SUMPRODUCT((MONTH($A$2:$A$13)>=IF(D3="Q1",1,IF(D3="Q2",4,IF(D3="Q3",7,10))))*(MONTH($A$2:$A$13)<=IF(D3="Q1",3,IF(D3="Q2",6,IF(D3="Q3",9,12))))*($B$2:$B$13))
    try this formula

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    Forum Guru Pete_UK's Avatar
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    Re: Formula to find totals by Quarter from monthly sales

    Put this formula in C2:

    =IF(B2="","","Q"&INT((MONTH(A2)-1)/3)+1)

    then copy down to C13.

    Then put this formula in E3:

    =IF(COUNTIF(C$2:C$13,D3)=3,SUMIF(C$2:C$13,D3,B$2:B$13),"")

    and copy down to E6.

    Hope this helps.

    Pete

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    Re: Formula to find totals by Quarter from monthly sales

    In E3 try:-
    =IF(COUNTA(B2:B4)=3, SUM(B2:B4),"")

    Adjust the formulas for E4 to E6

    Is this what you are looking for?

    Chris

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    Re: Formula to find totals by Quarter from monthly sales

    Pete_UK: The proposed formula works like a charm! Thanks for assisting.

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