Monthly Total Values For Date Sorted Data

Jun 17, 2014

My excel sheet contains a set of date-marked expenditures. It's all one running list - no starting a new column for each month or anything like that.

I'd like to include a separate column/sheet showing total expenditure for each month. I've tried multiple formulae, along the lines of "Sum the B cells but only those for which the corresponding A cell is in the right value range". Or in programming terms, "for i from 1 to infinity, if x < A(i) < y, add B(i) to sum." Since other formulae on the sheet are independent of item ordering (don't require the data to be sorted chronologically), a plus would be if the solution can be, as well.

A separate thing I'd like to do (which I'm guessing has a similar solution) is to include grand (running) totals by expenditure type. A separate column of (non-numerical) expenditure codes is next to the data.

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Producing Table Of Monthly Values Based On Monthly Growth Rate And Yearly Total

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 31, 2006

I have monthly a list of 2,500 people with an allowance value for each individual shown.

Problem I got is that sometimes there is more than one allowance entry for the individual in each month. I just need the total for the individual in that month. Each month is on a separate worksheet. I have been racking my head, but I can’t figure how I can look at the list of people (who have a unique number) and just total it.

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Jun 13, 2014

I am trying to create a very basic workbook that has 2 worksheets. one is a daily input for tonnes, that then just gets cut and pasted to a different program, and the other worksheet is the running total. i.e., it adds up every time you update it.
been trying to figure out a macro so when you press the update button it then just updates the monthly total.

Colac Production.xls

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May 24, 2013

I am using the formula below to find the # of hours that staff worked.

=SUMPRODUCT(('Data 1'!$B$2:$B$601=B7)*(LEFT('Data 1'!$A$2:$A$601,2)=LEFT(C7,2))*'Data 1'!$D$2:$D$601)

B7 = Last Name
Left(C7,2) = First 2 Letters of the First Name
$D$2:$D$601 = Hours Worked

My only problem is that some staff show up in the list on "Data 1" twice as they work in 2 separate stores and I am only getting the hours worked at the first store. Is there a way to have excel add the hours for both stores? My data is sorted alphabetically so they will be one above the other.

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Aug 27, 2013

I can't seem to figure out to easily aggregate & automate a series of weekly values (ie. forecast volumes by a specific part number) into vertical monthly summaries, by product.

Here's the before picture:

column A column B column C column D column E column F
Part num 1/1/2013 1/8/2013 1/15/2013 1/22/2013 1/29/2013A
100 100 100 100 100B
150 150 150 150 150C
200 200 200 200 200D
250 250 250 250 250

The output after manually doing this would look like this:

column A column B column CPart num Date QuantityA
Jan-2013 500B Jan-2013 750C Jan-2013 1000D Jan-2013 1250

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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.


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Jan 23, 2014

I have a series of 12 monthly data values:


and also a series of the 365 days that comprise these 12 months.

I need to populate each of the 365 days within this period (1/1/1999-12/31/1999) with its corresponding value for the month, i.e. 1/21/1999 (and all days in Jan) will take 0.155375 and 5/4/1999 (and all days in May) will take 0.17128.

How I should set out my data and which formulas I need to use?

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Dec 5, 2008

I have a pivot table that summarizes expenses (cash advances, cashe remitted, etc.). The issue that I'm having is the way the data is displayed on my pivot table.

When I adjust the custom calculations to "show data as Running Total in MONTH" I get the desired outcome on my row totals, but I do not get the correct figures on the actual data within the Pivot Table. When I remove this custom calculation and just "sum by value" then the data is correct, but the row totals are not.

In a perfect world I would need the values to sum by value, while the row totals are set to "show data as running total in MONTH". I'm not smart enough to figure out how to produce both.

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Sep 10, 2013

I have a spreadsheet that has dates in column A and values in column B. Some of the dates in column A repeat: I need a total for each day in the month? Is there a formula for this?



7 ( total for 1/5/13)




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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 26, 2014

I have a workbook with each month as a tab Jan 2014- dec 2014. I have a totals page that's has total billings( the sum is adding all the totals of each month). The totals for each month are in different cells based on the number of individual invoices I enter for each month. I have entered jan- march invoices. I would like to put in a formula on my totals sheet that gives me a ytd avg without changing it. ie: d4/3 then next month april d4/4.

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Jan 26, 2014

I am trying to keep a running total of cost, here is what I am doing


Date Books Pencils tax Month Books Pencils Tax Total
1/2/2014 11.50 2.50 .76 January 35.85 13.50 3.44 52.79
1/5/2014 14.50 3.85 .83 February 10.95 1.50 .68 13.13
1/6/2014 9.85 7.15 1.85
2/6/2014 10.95 1.50 .68

I only used Jan and Feb as an example. So as you see on the right side I will have all 12 months for the year and I just want all the totals for each month to auto calculate. I will have between 15 and 30 entries each month.

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Jan 25, 2014

I need to gather total dollar amounts from a column based on their date/month entered.

I have a sample attached, in cell L2 for example I would need to gather all the dollar amounts in Column G that were entered for that month in column B that correspond to the month in column K.

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Jul 3, 2009

Still i could manage with Sorting of data. Now i have following data

Name Project Artha Artha Prj Artha Artha Prj PBB ACR Seema Brew Seema SEMC Seema handset dev & testing Seema SEMC Seema handset dev & testing Shashi PRJ1 Shashi PRJ1 Surajit FLV Surajit FLV Surajit FLV
And i want to have following result using a macro
Name Project Count Artha Artha Prj 2 PBB ACR 1 Seema Brew 1 Seema handset dev & testing 2 Seema SEMC 2 Shashi PRJ1 2 Surajit FLV 3

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Mar 3, 2014

We have a weekly "On-Time" report that shows early, late, on time, or no data. Each week has a total percentage of early, late, on time, or no data deliveries. I now need a monthly total on a seperate worksheet, but for some reason I can not get the percentages to total correctly. I am attaching the spreadsheet.

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Jun 10, 2014

I am currently using a pivot to return and populate the required data but this does not refresh correctly and returns zero values every time this report is refreshed. I am therefore hoping that there is a way to calculate this using formulas .

The following applies:
The attached document has 2 tabs: Date AND Report
The Data tab feeds the report tab
The REPORT tab has 2 reports in it but doing the first one then I should be able to do the second one. If you look at the first table you will see the data that needs to be populated. I have added a highlighted (in YELLOW) row at the bottom of this table which shows you which columns populate what column

I am after something that will populate this table in a descending order - IE: the figures in the DATA tab Column BE should be sorted from highest to lowest. It must be filtered to the top 30 results only and then all the other columns must be populated.

Column H in the REPORT tab should be formatted to [h]:mm
Column F & G in the REPORT tab should be formatted to dd/mm/yyyy hh:mm

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Jul 6, 2013

I have two sheets:

Sheet one has dates, my prices on each of those days, and the fields h1 h2 h3 h4 (h1 is the closest higher number, h2 is the next closet higher number, etc.) and l1 l2 l3 l4 (l1 is the closest lower number, etc. etc.)

Sheet two has certain dates and prices of a competitor's prices.

What I'm trying to do is two things (see attached):
1) find the four closest higher and four closest lower prices (if available)
2) use only the prices that are on or before the date in question.

I've tried combinations like LARGE and OFFSET and so far it is not getting me anywhere.

Can this be done???

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Jul 20, 2014

I use this formula, but it only works if I provide the first name on the list, otherwise I get 0 in all rows, instead of the unique values in alphabetical order.


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Feb 18, 2008

I've inherited a reporting process which I need to convert to Excel but my knowledge of excel functions is fairly limited. I've attached a sample worksheet which sets out exactly what I'm trying to achieve in the comments. However to summarize here I need to add the data which meets set criteria together and display the result on a different worksheet. The problem I'm having is that the "criteria" the data needs to meet is dependent on info from other cells.

For example I only the totals of the data in column D where the date in column A is 01/01/08 and the data in column E is 1 and the result is to be displayed on a separate worksheet if that makes sense. It's difficult to describe without seeing the example workbook.

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Oct 24, 2013

I have a data series running horizontally, which gives me monthly values e.g.

Jan 10 - Feb 12 - Mar 11 etc. Imagine the months are in row 2 beginning from column 2, and the values are in column 3.

I would like a formula which adds the three values, and in row 6 column two gives me the total for the quarter (10 + 12 + 11) and displays 33.

The next quarter value, I would like in row 6 column 3, etc.

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Mar 5, 2013

I have a data set of about 600 records. I want to be able to extract the Top 10% of the records and get rid of the other 90% - the values can change over time, so I always want to start with the full 600 records.

I am aware of the conditional formatting function that will identify the Top 10%, but I was looking for VBA language (does not have to be VBA - just automated), that calculated the 10% subset and either moved it to a different sheet, OR deleted the bottom 90% - in either instance the result being just the list of the top 10% of the data set.

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I have an excel WS1 set up as DB; I want to keep this sheet for data revision. WS2,3, 4, & 5 will be data that is filtered and sorted, using WS1 as source so I want to auto copy the WS1 data. Can I just auto copy WS1 (how do I do that?) then filter and sort in each WS?

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May 22, 2012

In the attached spreadsheet I track the performance of my team. I enter the AHT for my team in the work sheet named "AHT Summary".I keep updating this data every month. automatically sort the updated data and rank the agents based on their average AHT. The person with the lowest AHT should be ranked 1. Column is highlighed in green for your reference. Based on this ranking the work sheet named "Ranking" should be updated automatically. Since I am taking a weighted average for all agents, the one who gets the lowest AHT should be ranked 1st . In the ranking work sheet the agent with ranking 1 should be given 100, the second highest ranked person should get 98,third 96,fourth 94 etc.

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Sep 20, 2013

Explaination of Data:

I have 2 Columns in the "RawData" sheet in the file attached. One says the Campaign No, and the other says the Site Code. One Campaign, will always never have duplicate Site Code.

I want to organize the data in the following fashion (as seen in the "Format" Sheet). I wish to acquire the trends of grouping of Site Codes, meaning which site (by Site code) is sold together, to understand the hottest combinations.

The idea is to see which Site Code sells more with a particular Campaign.

As you can see in the attached file, I'd like to know how many times a particular Sites (by Site Code) was sold with the other. As you can imagine, I have about 300 Campaigns, but have about 1500 different Sites codes to deal with, this activity will save me hours of time.

The sample file is uploaded on Google Docs. [URL] .........

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Aug 19, 2008

I have data in a spreadsheet that need to be re sorted. Here is the data:

Name Address Address Address Phone
XYZ 123 Main NA WI, 12345 123-123-1234
ABC 123 South NA AZ, 1111 456-456-4567

is there a way (i.e marco) that can reorder this info to look like this?

123 Main
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123 South
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Aug 22, 2013

I have data that I need to be dynamically sorted in the highlighted manner. The values on the selection criteria are dynamic.

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Mar 9, 2008

I have a matrix of mixed numbers (going across many columns and rows) in Sheet1. They are a mix of positive and negative numbers, In Sheet2 I need 2 lists to be automatically displayed, taken from the data in Sheet1.

The first list (column) is for positive numbers only, the second is for negative numbers.

There is one filter: only numbers over a specified value (for the positive list) must be used from the data, and only numbers under a specified value (for the negative list) must be used from the data. The 2 filters can be stored in any cells in Sheet2 (the worksheet where the lists will be), lets say, for ease of use, A1 and B1.

But here's the tricky part: I need the location reference of each number in the matrix displayed next to the number in the list!!! Eg: in the matrix, I have names running down the left (A2 to A25) and the same names in the same order running across the top (B1 to Y1) - just like any basic matrix! If A6 is called "John" and L1 is called "Pete" and their value (at cell L6) is 10, then I need them to be displayed in the "positive list" amongst the others (sorted automatically into numerical order) with the words "John" in the cell to the right of the score, and "Pete" in the one after that to the right: so it will look like:

A2 B2 C2
10 John Pete

(remember that these 2 lists are on Sheet2, not on the matrix worsheet! A1 and B1 contain the 2 filters for the positive and negative lists).

Of course, this must only happen if the filter in A1 (the positive filter) is 10 or under. If it was anything above 10, then this one would not make the list.

As for duplicates in the matrix coming up twice in the lists, that's not a problem this wont matter! It's ok for the lists to have constant duplicates displayed eg: 10 John Pete will also have next to it 10 Pete John.

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How do I split a worksheet by sorted ranges and then save each range as a new workbook?

For example:

How would I split the data on the left into the ranges on the right of the image below?

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