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Rows of records, each w/ start & end date. Need to compile and summarize month by month

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    Rows of records, each w/ start & end date. Need to compile and summarize month by month

    Screen Shot 2013-02-28 at 5.55.44 PM.png

    Above I have a list of projects, each on a new row, each with a start and end date. I need to take this information and organize it into a month by month forecast, the outline of which should look something like this:

    Screen Shot 2013-02-28 at 6.00.11 PM.png

    Is this possible or reasonable to do? I've looked into vlookup(), match() and offset()—it seems these functions may hold the key but it's a very complex task and I'm not really sure where to start. Is there a function (or set of functions) that's better suited for this kind of work? How would you tackle it?

    Thanks,
    James

    (Excel 2013 / Windows 8)

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    Re: Rows of records, each w/ start & end date. Need to compile and summarize month by mont

    Why upload png when you can upload an excel file?

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    Re: Rows of records, each w/ start & end date. Need to compile and summarize month by mont

    Thanks! It's attached below. I'll give you an example of what I'm looking to do. Let's say I need a forecast for the month of May 2013... If I go on the 'month by month' worksheet, on the May row, I need it to look through the list of projects, pick which ones are ongoing during that month (based on the start/end date of each project), then put together the forecasts. The Baseline forecast is simply the number of units Closed plus the number of units Committed to in the given month. The Optimal and Best Case forecasts incorporate the number of units in the pipeline, just with a different threshold for 'health' (the likelihood of success). I hope that makes sense.

    DummyForecastFY2014.xlsx

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    Re: Rows of records, each w/ start & end date. Need to compile and summarize month by mont

    yea it can be done. Since not all the information you put on pic 1 exist in pic 2, i have to guess what you might be able to do from pic 1 to pic 2. I picked the end date as the month to count. you can use start data as your counting month if you want. use the same text formula, change ref cell.

    Forecast.JPG

    i attached the spreadsheet, tab 2 is a copy of pic 1.
    Attached Files Attached Files

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    Re: Rows of records, each w/ start & end date. Need to compile and summarize month by mont

    one more advise after reading your spreadsheet. When you create a forecast table, populate all the cell at the year column. Sometimes you might have June in both 2012 and 2013, the sumifs statement will double count them if you don't indicate the year to separate the data.

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    Re: Rows of records, each w/ start & end date. Need to compile and summarize month by mont

    Thank-you for this! I'll play with it a little bit and report back.

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    Re: Rows of records, each w/ start & end date. Need to compile and summarize month by mont

    The SUMIFS did the trick! It works like a charm thank-you!

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