How To Get Dynamic Monthly Totals
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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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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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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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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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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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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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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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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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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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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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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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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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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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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Dec 9, 2005
I have a column of figures and a formula that displays the sum. My issue is that I occassionally insert more rows with more figures but obviously the sum doesn't include this new figure as the range is static. I guess I'm looking for a way to dynamically perform sums in a column.
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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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Dec 22, 2009
I have a range which will change in size & in content, & I want this to be a Named Range at whatever size it is.
Reason I want to is because I want to make a Validation List with this dynamic range. I also want a Validation list which lists the content of 2 or more dynamic ranges which may or may not be on the same worksheet - is this possible?
i.e.
First dynamic range: called "Milestones" at A11
Second dynamic range: called "Activities" at A25
& make a Validation list that will list content of both
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Jun 21, 2009
I would like to replace the blue bit of this Dynamic Named Range (DNR) with an INDIRECT formula in order to modify the starting point for the DNR: =OFFSET(DATA!$C$60,0,0,20,1). Unfortunately, I can’t seem to get my INDIRECT formula to work in order to use it to replace the blue bit above: INDIRECT("'"DATA"'!&ADDRESS(MATCH('SHEET1'!AC8,DATA_Date,0)+22,3)"). The orange bit of the formula above returns a value of 60, therefore the ADDRESS formula should return $C$60, that can then feed into the INDIRECT and act as the equivalent of DATA!$C$60. But it doesn’t.
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Jun 24, 2009
I have a question on the above but can't seem to find a solution. There are two ways that I can find for dealing with dynamic lists via data validation:-
1) Offset and match, cavet being the data must be sorted a-z
2) Have lists for each potential selection
Is there any way to get around 1 without having to do 2? E.g. Got two columns of data, unsorted, and a list from which the user can choose from. The user chooses from the list in first cell, in the second cell require the dynamic list to return all the values accordingly?
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Oct 31, 2013
I have a dynamic table which is linked to a couple of charts. The table must remain dynamic.
I needed to add two new columns to the table, "Focus Area" and "Category". I need a drop down list in the "Category" column to be dependent on the item selected from a drop down menu in "Focus Area".
I can get the first row of the dynamic table to do this.... however; subsequent rows all lock the drop down list in the "Category" column to the same choices regardless of what is chosen in the "Focus Area" list.
Is there a way to make dynamic drop downs within a dynamic table?
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Oct 9, 2008
Here's what I have...
Column A Column G
date $ Amount
my data example...
10/5/2008 $10.00
10/5/2008 $20.00
10/8/2008 $12.00
10/8/2008 $8.00
10/8/2008 $25.00
10/9/2008 $75.00
What I want the formula to do is look in Column A find all of the dates that are on the same day and then look in column G and add all of those $ amounts.
So the result would be...
10/5/2008 $30.00
10/8/2008 $45.00
10/9/2008 $75.00
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Jun 5, 2014
Here is what I have:
cell b6 =SUM(B3:B4)
cell b8 =C8*B6
cell b20 =SUM(B11:B18)
cell b29 =SUM(B22:B27)
I want to add all these cells together for the total. I used the formula =SUM(B6+B8+B20) and it works fine. However, when I try =SUM(B6+B8+B20+B29) I end up with 0.00 in cell B31
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Jun 10, 2009
I have a two column A and B at Sheet1. Col A is a Date wise column and Col B is of the Values. I need formula for getting sum monthwise in sheet2. i.e the sum of jan, feb, mar etc
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Nov 22, 2012
I'm tracking 50 food items (in column A) for 40 homes (columns B-AO) where each home gets none or varying quantities for each food item (ex: apples 7 for home B, 0 for homes C-L, 19 for home M, etc.). I can get grand totals for each item for all homes, but need to also list how many for each home receiving apples. Ex: 4 homes get apples (4, 7, 19, 1 respectively). SO I want my total sheet to have a column for each food item with the grand total "31" and the second column to show 4 + 7 + 19 + 1. The quantities change frequently so I need a formula I can use for each food item. Also I don't want "zeroes" included. What formula would I use to do this?
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Jan 2, 2014
I've been trying different combinations of "If" statements to get a sum for the total items in house or total items at outside vend.
I need something that will be able to differentiate from parts in house to parts outside vend and put the total sums into M2 and M4
Please see the attached sample : Sample Qty.xlsx‎
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Oct 9, 2008
Does Excel know week numbers? e.g. Week 40 is Sunday 10/5/2008 to Saturday 10/11/2008. Here's what I have...
Column A Column G
date $ Amount
my data example...
10/5/2008 $10.00
10/5/2008 $20.00
10/8/2008 $12.00
10/11/2008 $8.00
10/12/2008 $25.00
10/13/2008 $75.00
What I want the formula to do is look in Column A find all of the dates that are in week # whatever and then look in column G and add all of those $ amounts. So the result would be...
Week 40 $50.00
Week 41 $100.00
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Jul 9, 2009
I need help to total a column but in four cells the values are as a result of conditional formatting and the total ignores those cells. Is this difficult or am I a bit slow? This is in 2003.
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Oct 20, 2009
This problem has come at the end of a big exercise whereby I've managed to construct a spreadsheet that automates three payment processes based on various VLookups to another file. However, I've come to a stage where I need to pre-empt a payment allocation based on cumulative totals.
I'll try and explain clearly below but I've also attached a spreadsheet showing the intended result (along with a copy without the output so that someone can add in the formula - again, if it exists.
So, this all centres around a code allocated to our clients and a declaration that they complete. Say client code "Apple1" (col E) sends in instructions to pay on a position of "650,000" (col F). Within our existing spreadsheet we have an available position of "800,000" which can be seen by totalling column G for client code "Apple 1".
So that's the first requirement - for all rows on my existing spreadsheet for client code "Apple1", I want to add the cumulative total of column G ("800,000") I'd like this captured in column H, as per my example.
We can then make payment based on their declaration, up to their total available amount. However, we need to pay them in stages according to our existing allocations (col G). Therefore, taking the first example, their declaration show's an available position of 650,000, their total position is 800,000 and the available nominal amount for that row (col G) is 200,000 - so they can be paid on that full amount therefore, 200,000 should be shown in cell I3.
So now, they've got 450,000 left to be paid and cell G4 again shows a position of 200,000, so once again, cell I4 should show 200,000.
The client "Apple1" now has a payment amount remaining of 250,000 remaining but in this instance, cell G5 is for 300,000 - so because the remainder of their available payment is less than the amount in cell G5, we should post the available payment amount in that field - 250000.
Therefore, if you add up all of column I for client "Apple1" it comes to 650,000 - the amount we have on our declaration - even though the total of their available position is 800,000.
I've included another client in the mix "Sauce2" who should show 200,000 and 0 respectively in cells I6 and I7.
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Apr 20, 2009
Let me first explain what my worksheet looks like.
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