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Multiple Months and Figuring Numbers

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    Multiple Months and Figuring Numbers

    Hello,

    I am trying to get some ideas or thoughts that can help me figure out the best way to get data from a large data source that spans multiple months in some cases. I have a dataset that currently spans about 5000 rows. This dataset has (mainly) dates listed in the columns but also some other information I am needing to capture that can be dollars or numbers.

    The issue I am having is that each of the dates will probably be in a different month than the previous one. So when I am counting how many times the date appears in the month (on one pivot table) it is never correct because I am basing it off another columns month.

    The only way I have found that I can count how many times the date appears is having a pivot table per column. This means that I will end up having over 10 pivot tables which just seems like overkill and convoluted. To sum it up- I am trying to get accurate numbers, but if I use one pivot table then its basing the numbers in a month from another column and giving incorrect numbers. If I use multiple pivot tables then the numbers are more accurate but is it really necessary to create a pivot table per header?

    I know its confusing so I made a quick mock up. I didn't create 10 pivot tables but I made 4 as this should give you a glimpse of the issue am running into. I also consolidated the datasource just to make it easier on the eyes. Please correct me if this may be better in the pivot table area of this forum. I am not necessarily looking for pivot table help- just really anyway I can get the same results without making it to convoluted. Thank you all.
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    Re: Multiple Months and Figuring Numbers

    This is a case where formulas are easier....
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    Bernie Deitrick
    Excel MVP 2000-2010

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    Re: Multiple Months and Figuring Numbers

    Thank you so much. That seems to be what I am looking for. Apologies, I have never altered a formula like this one. When I tried to transpose that formula into the my workbook it keeps giving a #VALUE error. This is what it looks like altered:

    Please Login or Register  to view this content.
    I think I changed it all to match: F7 is a drop down of the name / G7 is the year only / I7 is the Month in number form (9 for September) / E9 matches the header name on the 'Source' worksheet. Do you happen to know what I may be missing? I know its hard to tell but ive been messing with it for the past 30-45 minutes and its always just a #value error.

    Thank you again!

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    Re: Multiple Months and Figuring Numbers

    I think one issue is that your headers are in row 1, and the match is looking at row 2. If your headers are in row two, the INDEXed range needs to start on row 3, or else MONTH and YEAR will throw errors.

    MATCH($E9,Source!$A$2:$AP$2,FALSE) > MATCH($E9,Source!$A$1:$AP$1,FALSE)

    You may also be using the wrong absolute/relative mix on your references - I'm guessing that your names are in a column? Maybe a picture, or another workbook?

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    Re: Multiple Months and Figuring Numbers

    Thank you again for the assistance. I tried to get it corrected but I still am running into that issue. I attached a screenshot of the top rows of the "Source" page and of the area that is showing #VALUE. I will be able to pull this up again on Monday morning.

    Thank you again. I really really appreciate it.
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    Re: Multiple Months and Figuring Numbers

    What does source look like? Can you just attach another workbook with example values - much easier than working with a picture.

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    Re: Multiple Months and Figuring Numbers

    Sure. I had to scrub some large swaths of data from the workbook. I included the frontpage just so you can get a feeling of how it flows back to the front page from the source.

    Again, thank you so much for the assistance. I am beyond grateful.
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    Re: Multiple Months and Figuring Numbers

    You are passing your headers to the MONTH and YEAR functions - since your headers are in row 2, the INDEX functions for both of MONTH and YEAR functions need to start in row 3:

    INDEX(Source!$A$3:$AP$20....
    Last edited by Bernie Deitrick; 11-16-2020 at 12:05 PM.

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    Re: Multiple Months and Figuring Numbers

    Oh wow. You are completely correct. I didnt think about the headers when figuring that. Thank you so much. This is working perfectly now. I hope you have a great week.

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    Re: Multiple Months and Figuring Numbers

    Whew! Happy to hear that you got it to work! And thanks for the rep.

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    Re: Multiple Months and Figuring Numbers

    If that takes care of your original question, please select Thread Tools from the menu link above and mark this thread as SOLVED.
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