Formula For Monthly Totals

May 20, 2009

I need to create a running monthly total formula for a worksheet. This is something i need in the data, so i can manipulate it without using a pivot table.

I think I would use the SUM, MONTH, and IF formulas, and maybe EOMONTH.

I guess where I'm stuck is figuring out how to make conditions for my SUM formula. So as the dates go down the page, I would like a running total in a column to the right, that will also restart with every new month.

Attached is my example.

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Calculating Monthly Totals

Feb 24, 2006

best formula for adding figures in a column that correspond to each month of the year?

I have a sales register with the date of sale and commission on each row but want to display the total commissions for each month of the current year on one worksheet and monthly totals for previous year on athother worksheet.

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Nov 26, 2011

Only recently have I really stumbled upon some of the more advanced functionality of excel, and I was literally blown away. I'm now trying to learn more and more about it.

[URL]

I need the Monthly totals of Apples, Oranges, Apples & Oranges.

I know how to select it by hand with the:

=SUM(, hold shift, mouse select the apples for March, and do the same for the other columns.

But how do you do it via a formula? Also, is it possible to make it dynamic? i.e. you add more transaction dates later, and the whole spread sheet gets updated automatically.

The only way I see how to do that is to write a loop that goes through all of the records. How would such a loop look like? Or is there a better way?

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Adding Weekly Totals To Monthly?

May 14, 2012

I've got data in E4:I4, Monday - Friday.

What I need to do, is add the total of those 5 figures in a total, but then clear the data in those 5 days.

Then when I input the data for the next week in to those days, I want it to add to the previos week.

So basically;
In week 1 the 'Total' is just week 1
In week 2, the 'Total' is week 1 & week 2'

I will only be going up to week 5. (only week 5 once in a 3 month period, so 2 4 weeks and a 5 week)

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Monthly Totals To Display Simultaneously

Apr 10, 2007

Spreadsheet is made up of Col A - Col AK:

Col A = Purchase Date

The info is continuous:

Row1 12/1/06
Row2 1/2/06
Row3 3/5/07

I need monthly totals to display simultaneously. Do not want to use Subtotals option.

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Daily Data Conversion To Monthly Totals

Sep 9, 2013

I have a daily rainfall data and I want to convert it to monthly totals. I tried the pivotal table but the arrangement of the data seemed to be confusing (i.e the year, month and day are in different columns).

See the attached data: Raindata_excel_forum.xlsx‎

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Summing Daily Weekly & Monthly Totals

Feb 26, 2009

I assume there's a database (or pivot table?) solution for my task, which is to detect the days, weeks and months within a very long table, and obtain the totals of the data therein.

See attached worksheet.

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Totals Based On Monthly Figures From Last Year

Jun 3, 2006

I need to make a sheet that give totals based on monthly figures from last year.
Then based on difference between the 2 it will show no increase and no bonus, or it will show an increase and bonus based on increments $75.

One month Last year the store made 31.82% on it’s money.
The bonus for anything over is $75 per 10% increments.
Ie
0.00% $400
0.10% $475
0.20% $550
0.30% $625
0.40% $700
So this month was over last months, 37.18% so the bonus was $3,975.

What formula do I use to make this calculation shown under % is nothing but anything over adds up to a relation with $75. added to a base of $400 every 10%.
This hurt my head trying to get it right and im new to this more complicated formulas.

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Average Of Monthly Totals In Pivot Table

Sep 22, 2011

How can I get a pivot table to calculate the average of the monthly totals and not the average of all the raw data.

Below is a pivot table of the data on the left. When the pivot table averages the months it calculates the average of every single record, 48.83. How can I get it to average the monthly totals:average(apr,may,Jun)= 179.05

Date cost Sum of cost Years Date
4/1/2011 -75.00 2011

2011 Average Monthly Average
4/11/2011 -58.88
Apr May Jun

[Code] ........

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Monthly Totals *without* Pivot-table Grouping

May 20, 2008

I have an expense ledger that looks essentially like this but spans seven months and counting:

HTML 18-Apr-08pizza$10.00Food
14-Apr-08book$12.50School
13-Apr-08milk $3.99Food
13-Apr-08soap $3.99Grooming
I have been using pivot tables with great success to summarize my data according to categories, payment methods, etc. But now that I want to track monthly spending for each category, it is not working out. Grouping the date fields doesn't work for me for the following reasons:
1. After grouping, the pivot table treats Jan as the oldest month for sorting purposes even though it isn't so in my data set.
2. Based on #1, I believe that the pivot table’s monthly grouping works like the month() function, which returns the month without the year attached. This will not work for my data, which will likely span more than a year eventually.
3. When I choose to group the date fields in one pivot table, they also get grouped in other tables where such grouping is undesirable.
Can I use sumif() or sumproduct() in conjunction with a pivot table or some other way to tabulate my monthly totals?

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Automatically Create Monthly Totals From Daily Data

May 20, 2014

I am trying to do an automatic input with my daily total sales.. i did it in total but my problem is i don't know how to make the date change.

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Automatically Create Monthly Totals From Daily Data

Jan 2, 2009

In column A I have dates, in column B I have data.

What I am trying to do is get the monthly totals from the data so instead of:

01/02/08 - 52
06/02/08 - 87
14/03/08 - 23
12/13/08 - 12

I would get:

Feb 08 - 129
Mar 08 - 33

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Automatically Split Weekly Data Into Monthly Totals

Mar 13, 2012

I have the following setup:

52 weeks of 2010 cost with the following structure:

week number | wk1 | wk2 | wk3
week ending | 1/10/2010 | 1/17/2010 | 1/24/2010
weekly cost | 57,000 | 35,000 | 42,000

I want to be able to use the above data to present a summary, but instead of weekly, list the data on a monthly basis:

month | Jan | Feb | Mar
monthly cost | wk1-4 | wk5-8 | wk9-12+3days wk13

Any way to set this up automatically instead of having to split the weekly data as many months share the same weeks?

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Date And Time Differences With Blank Cells And Monthly Totals?

Jan 30, 2014

see the attached workbook with two different sheets (same data) using different formulas. Each has problems (red text) preventing me from moving forward.

I need to calculate time in level 1, time in level 2 and total time for each row and then be able to sum for the month. Unfortunately, sometimes there is missing data, but I still need to calculate everything possible using a consistent formula that can be applied to the column/row universally.

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Mar 6, 2013

I have a table of yearly totals for the amount spent by x. I also have a growth rate for each month so for example in 2001 in jan the growth rate might have been 0.3% and feb 0.5% What I want to do is for each month based on the growth rate and the total produce a value for each month which sum to the total amount. It's also important to note that it restarts each year.

Link for excel file is here: [URL] ...........

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Aug 3, 2009

I’m currently pulling data into two columns labeled “Monthly” & “Non-Monthly” respectively. They indicate work orders with a frequency of “Monthly” or “Non-Monthly”

The Monthly data is obtained using the following formula:....

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Mar 20, 2008

I have two (very large) data tables, one with unit costing, and another with counts, similar to the following:

Table - Unit Costing
........A......B........C........D
1..ITEM..TYPE1..TYPE2..TYPE3
2..widget..$5.....$10.......$20
3..gadget..$2.....$3.........$4
4..thingy...$3.....$5.........$7
5..dobop...$8.....$9........$10

Table - Counts:
.........A.......B........C.........D
9.....ITEM..PROD1..PROD2..PROD3
10..widget....0.........1.........3
11..thingy.....3........5.........1
12..dobop.....2.........0.........8

and this is what i'm looking to do with it...
result table:
..........A.......B........C........D
...............TYPE1..TYPE2..TYPE3
15..PROD1
16..PROD2
17..PROD3

so in cell B15 I put:
{=sum(vlookup(A10:A12,A1:D5,2,FALSE)*B10:B12)}

I'm expecting $25, but I'm getting 0

It looks to me like vlookup (specifically the lookup value array) can't be used like i'm trying to use it here...

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Formula For Getting Monthly Total

Aug 14, 2014

Find the attached excel sheet.

I have, every month data like for one Year, every day in a month we will update the sales information in to excel sheets like jan, feb, march, ...December

In the Main sheet i want total, i have bunch of data and wide range of items, how to get monthly consumption into main sheet.

excel.xls.xlsx‎

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Mar 5, 2009

I am looking for a formula to sort out a budget problem I am currently working on... I am guessing that the formula is pretty simple but my mind is blank...

What I am trying to do is:

Cell A1 is my cash budget
Cell A3 is actual cash used
Cell A5 is The Difference between A1 & A3 (sum A1-A3)

What I want in Cell A7 is a formula to tell me if my Budget is over 50% either way..

For instance if A1 = 100 and A3 = 155 then I am 55% over and would like a note to appear saying "Explanation required".
If A1 = 100 and A3 = 45 then I am 55% under my Budget and would like a note to appear saying "Explanation required".

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Jun 27, 2014

I've tried the formula:

[Code] .....

But it doesn't seem to be working?

I have cells that have added up totals on each sheet and I would like to have a "total of the totals" if that's at all possible?

It just becomes confusing when there's 15+ worksheets!!!!

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I am trying to write a formula for my account statement its got a list of dates of invoices descriptions then the value of invoice.

I want to check the dates of invoice to the date of statement if less the 1 day invoice total to go in a box called current, if between 2 and 30 days to invoice value to go into 1 to 30 days past due, if between 31 and 60 days invoice values to go into a box called 31 to 60 days past due, and then if dates are between 61 days or more then invoice totals go in to a over 61 days over due box.

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January 31, 1900March 2, 1900April 2, 1900259555357March 2, 1900

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MY data is an extract with names, individual dates (Ie, 01/05/08, 02/05/08, etc) and costs per day. What i want to do is show a total for the month using the start and end date of that month to add up all the costs within.

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I believe there is a way to summarize monthly data with the month in rows and the heading across columns. The goal is to have a formula summarize the data with Q1 through Q4 in rows and headings across columns and vice versa. Sample data attached.

Sample.qrt.data.jpg

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mockup.xlsx

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I'm trying to make a worksheet that calculates monthly residuals. For example, if I have income of $275 in the first month and then the next month I have the first $275 and an additional $275, and so on. I've created the following formula

=RC[-1]+(RC[-1]*2)+(RC[-1]*3)+(RC[-1]*4)+(RC[-1]*5)+(RC[-1]*6)+(RC[-1]*7)+(RC[-1]*8)+(RC[-1]*9)+(RC[-1]*10)+(RC[-1]*11)+(RC[-1]*12)

where RC[-1] is the base amount that adds on every month. This gives me the number I am looking for. However, I am wondering if there is an easier way to do this.

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I also need it to be most current, so when I am in September, it will take the 3 previous months and average them and same with the 6 month. Then when I move into October, it would take its 3 previous months, i.e. - July,August, September.

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Jan 30, 2013

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I'm paying back £200 on 28th of every month starting 28th Feb and was hoping that a formula could keep track of this...

A
B
C
D

1
£1,300.00
=TODAY ()

2
-£200.00
28/02/13
FUNCTION

How to do it but basically I'm trying to put a formula in D2 as follows:

If Today's date (C1) equals C2 I need B1 to reduce by the amount in B2

How to continue it calculating reductions per month by duplicating the formula...

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I have the store goal and Johns goal in separate cells to reference against. The actual sales cell is formula based.

This is basically what i'm trying to do:
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I have an issue whereby I have thousands of lines of data. I need to bring back the "previous month" worth of data (along with some additional information) but not sure how to go about this.

The attached shows the example file. I need the following :
1. Take the data to populate the "Populate" tab
2. Using Column F (Invoice Date Created) to only bring back the "previous month data" - in this case it would be May 2014
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5. I am then not sure how to calculate Column C - which is a count of the amount of invoices that make up the total

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Need the formula to multiply monthly values with a maximum value in any one period? The sample file attached explains it better.

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table1.jpg

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2) In column "G", sum up all the values in "F" that go with the matching values in column "A"
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writing a formula to evaluate over 360 periods.

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Furthermore, one file may have a few source files so the column may differ also.

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I have 12 observations per variable over 2013. At the end of each month I gathered the average value of X of said month. What I want to do is convert these observations to a list of weekly observations, where each week in January gets the value of the January observation

Example:

Month123456789101112
Value 2345678910111213

And get it like:

Week Value
1 2
2 2
3 2
4 2
5 2
6 3
7 3

and so on.

Since I've got a lot of variables I'd like to use some kind of formula.

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