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Calculating payments in a month

  1. #1
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    Calculating payments in a month

    The situation I have is that I have a summary sheet with a specfic date (today) and I am trying to calculate the sum of the payments on a separate sheet that were made in the same month as that on the summary sheet.

    That is, I am trying to create a formula that sums the expenditure this month. I know that is easy enough, however I would like the summary page to automatically update the monthly expenditure when I change the date.

    Please help, it's doing my head in!!

    Cheers
    Blairy

  2. #2
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    hi blairy,
    welcome to the forum,

    would it not be better to use a pivot table

    steve

  3. #3
    Forum Contributor Portuga's Avatar
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    Quote Originally Posted by blairy
    The situation I have is that I have a summary sheet with a specfic date (today) and I am trying to calculate the sum of the payments on a separate sheet that were made in the same month as that on the summary sheet.

    That is, I am trying to create a formula that sums the expenditure this month. I know that is easy enough, however I would like the summary page to automatically update the monthly expenditure when I change the date.

    Please help, it's doing my head in!!

    Cheers
    Blairy
    Sounds like you could use a pivot table.

    http://www.exceltip.com/st/Creating_...eport/283.html

  4. #4
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    hi,

    if you can filter the date then put this in any cell

    =SUBTOTAL(9,sheet1!A:A)
    this looks at the values in column a alter it to suit

    steve

    let me know which one you fits your needs

    steve
    Last edited by stevekirk; 02-20-2008 at 11:44 PM.

  5. #5
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    Steve,

    Thanks for your help. The problem with either of these 2 methods is that the cost report is in a set format and I have multiple cells that require this formula. I'm the first to admit I'm a novice and know very little about excel, however I was hoping it would be as simple as a sumif formula where it looks up a cell range, finds all the entries that share the same month as a date on the summary and then sums all the payments in that month.

    =sumif(range,this month=that month,range)
    Cheers
    Paul

  6. #6
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    hi paul

    have a look at this

    steve
    Attached Files Attached Files

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