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Summarise data with multiple filters

  1. #1
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    Summarise data with multiple filters

    I have a table (table1) that has date, category and £amount columns. I'm trying to create a summary table (table2) that summarises each category showing the £total (ie category, £total columns). I can do this using "sumif".

    I'd now like to refine this to total only those items within a given date range so that I can use the same table2 for different periods for financial reporting.

    I'm not sure how to capture the date range (eg one cell for the start date and another for the end date or some other way) and what function to use to pick up this date range?

    My current formula for the £total including ALL dates is =sumif(Category_range_in_table1,Category_in_table2,£mount_range_in_table1)

    Thanks
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    Last edited by mikerstevens; 02-10-2010 at 07:58 PM. Reason: Add Attachment

  2. #2
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    Re: Summarise data with multiple filters

    Use a Pivot Table.
    Palmetto

    Do you know . . . ?

    You can leave feedback and add to the reputation of all who contributed a helpful response to your solution by clicking the star icon located at the left in one of their post in this thread.

  3. #3
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    Re: Summarise data with multiple filters

    Do you have a sample workbook demonstrating some class sheets and a mockup of the output sheet you want?

    Click GO ADVANCED and use the paperclip icon to post up your workbook.

    Regards,
    Karan

  4. #4
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    Re: Summarise data with multiple filters

    Still recommend the Pivot Table - it is very efficient.

    Where:
    A1 contains the category criteria
    B1:C1 contain the start/end dates

    "Amount" is the table column (header name) to sum

    =SUMPRODUCT(--(Table1[Date]>=$B$1),--(Table1[Date]<=$C$1),--(Table1[category]=$A1),(Table1[Amount]))

  5. #5
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    Re: Summarise data with multiple filters

    Karan - I've posted the spreadsheet - could you have alook at it please? Thanks

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