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Sum all data entries based on name & calendar month

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    Sum all data entries based on name & calendar month

    Hello,

    I attached a sample of what I am looking to do.

    On the first sheet there is a list of customer names in column A.

    Row 2 of these sheet there are months.


    On the second sheet there is a data entry with customer names in column A.

    Dates in Column B.

    Amounts in Column C.


    I need to gather sums based on the Customer name on the first sheet that fall into the date range.

    This is a bit complicated for me lol, I appreciate any help.

    Nick
    Attached Files Attached Files

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    Forum Guru TMS's Avatar
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    Re: Sum all data entries based on name & calendar month

    You could use SUMIFS. Or you could insert a Pivot Table, sum the values and group by month.
    Trevor Shuttleworth - Retired Excel/VBA Consultant

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    Re: Sum all data entries based on name & calendar month

    I was able create the following that worked:
    =SUMIFS(DATA!$D$3:$D$10000, DATA!$E$3:$E$10000, ">="&F$2, DATA!$E$3:$E$10000, "<"&(EOMONTH(F$2,0)+1),DATA!$A$3:$A$10000, "="&$A3)

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    Re: Sum all data entries based on name & calendar month

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