+ Reply to Thread
Results 1 to 5 of 5

Sum by Quarter based on date

  1. #1
    Forum Contributor day92's Avatar
    Join Date
    04-20-2010
    Location
    Los Angeles
    MS-Off Ver
    Excel 360
    Posts
    600

    Sum by Quarter based on date

    I have a spreadsheet im working on and need some assistance to sum up a qtr based on a specified date that is entered.

    I have a spreadsheet attached with the following columns :

    Current week - QTD Actual - QTD Budget - Variance - % of Budget

    Current week is easy I can do a simple lookup for that but I need assistance with the QTD Actual and the QTD Budget. Based on the date above I need these cell to populate with the correct date. For instance if 4/9 is entered I only need the data for 4/2 and 4/9 and so on until the 3rd Qtr.

    Any assistance would be greatly appreciated.
    Attached Files Attached Files

  2. #2
    Valued Forum Contributor mdbct's Avatar
    Join Date
    11-11-2005
    Location
    CT
    MS-Off Ver
    2003 & 2007
    Posts
    848

    Re: Excel Sum by Qrt based on a date

    This will calculate based on calendar year quarters
    For the Actual:
    Please Login or Register  to view this content.
    For the Budget
    Please Login or Register  to view this content.

  3. #3
    Forum Contributor day92's Avatar
    Join Date
    04-20-2010
    Location
    Los Angeles
    MS-Off Ver
    Excel 360
    Posts
    600

    Re: Excel Sum by Qrt based on a date

    mdbct,

    thanks for your quick reply. the formula does work but I dont think I was clear in my question.

    for instance when I type in a date I only want to get the qtr to date information.

    ex -
    4/2/10 should produce 0
    4/9/10 should produce 20127
    4/16/10 should produce 62127

    same for budget.

    I attached a new spreadsheet is this doable?

    Day92
    Attached Files Attached Files

  4. #4
    Valued Forum Contributor mdbct's Avatar
    Join Date
    11-11-2005
    Location
    CT
    MS-Off Ver
    2003 & 2007
    Posts
    848

    Re: Sum by Quarter based on date

    Try this one:
    Please Login or Register  to view this content.

  5. #5
    Forum Contributor day92's Avatar
    Join Date
    04-20-2010
    Location
    Los Angeles
    MS-Off Ver
    Excel 360
    Posts
    600

    Re: Sum by Quarter based on date

    Thanks for your help! It works.

+ Reply to Thread

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Tags for this Thread

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts

Search Engine Friendly URLs by vBSEO 3.6.0 RC 1