Sum Based On Month Criteria

Sep 24, 2007

I maintain a table with projects and their respective costs / revenues.

I have a formula that automatically sets the forecast and Year-to- Date periods based on the month and date.

I need to automate the year-to-date sums such that, when the date changes and a new month acquires the YTD status, that the monthly costs/revenue of the projects are updated e.g sum of Jan-Sept in the YTD column(for this month).

A sample workbook is attached.

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I have a list of ages of people who cancelled their account. I'd like to find the average age of people within each month.

So column A = age
and column B = cancel date

Let's so for January 2006 I'd like to find the average age.

Logically this is how I see it...

Average Column A (If column B >= 1/1/2006 and < 2/1/2006)

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Sep 4, 2007

I am trying to get the sum of some cells (integer varies in column G), but comparing one column content (exact) and dates in a different column.

I tried the following:

=SUM((Tony!G30:G44)*(Tony!D30:D44="Crazy")*(MONTH(Tony!E30:E44)=7))

Column E would contain a date, such as 01-07-07 or 1st July 2007.

In the D Column, keywords such as "Crazy" are concise and standard. However regarding dates, am I better off finding a formula that looks for cell content (Contains "july", as opposed to ="July"), or using a month function (but getting it to work)? How can I do this?

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I am looking sum formula to display my data with 3 criteria (display by this month, until this month & until last month) based on header column/correspondents, then in cell L3 as selected month display..

For further information, check workbook attached...

SUM 3 MODELS MONTH.xlsx‎

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see my attached workbook..

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I would like to create a monthly inventory, based on workdays (Monday - Friday)Myrna Larson has a formula that I would like to use with the workday function, but I don't know how to combine them.

=IF(A1="",A1,IF(MONTH(A1+1)=MONTH(A1),A1+1,""))+ = workday

to fit on the page, I need the dates to be from the 1st to the 15th, and 16th to the 31st. I am not sure how to write this either.

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May 24, 2014

Attached is a spreadsheet. The first worksheet is a summary of the data inputted in the second. I am trying to total the "total spend field depending on whether it is "Extra Works", "Spares & Materials" or "Other" which works fine. I would now like to sum depending also on the month that it was spent.

Order Tracker 2.xlsx‎

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Feb 11, 2010

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I solved it by using >=01-01-10 and <=31-01-10 criteria but i don't think its nice idea .... I tried to use AND(function by got failed ...........

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Feb 4, 2014

I have a Excel-spreadsheet (sheet1) which has dates in column G. I am looking for autofiltering data by year or month based on date value in column G. In my userform I have two comboboxes, one has years from 2009-2014 and another one are months from Jan-Dec. How can I write a code that shows only rows which match either year or month value based on combobox selection?

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May 22, 2007

I have 3 or 4 criteria and one data range to sum based on these criteria. If I remove date as a criteria, I can make a sumproduct formula work, and even if I include a specific month it works as well, I would like to write a formula that uses the most recent month with data as a criteria. My reasons are that some banks pay our reps monthly, some quarterly, some semi-annually, and some whenever they damn feel like it. I need to take a snapshot of what each rep has invested in each bank: So for Bank A his last Statement came in March, but Bank B sent a statement in January. Here's what I have so far:

=SUMPRODUCT(Month('2007 Data'!$F4:F$97),'2007 Data'!$G$4:$G$97=Sheet1!$A2,'2007 Data'!$B$4:$B$97=Sheet1!$G$1,'2007 Data'!$H$4:$H$97)/(month('2007 Data'!$F$4:$F$97)

I know that the Month function here is incorrect but I'm going bonkers trying to wrap my head around this.

FYI, 2007 Data is my Data page, Col F = Date Range, Col G = the Rep ID, Col B, = the Bank name, Col H = Assets Invested; Sheet1 = my results page.

I know, I KNOW, many of you will scratch your heads and say this idiot should just use a Pivot table, I know. I have. Let's just say some of the end-users are not comfortable with Pivot Tables. I've come up with a simple listbox/command button to populate the axes of the chart (Column A = Reps, Row 1 = Banks)and I need this formula inside the chart.

After seeing and learning from many of the posts on this site, I'm sure someone knows how to acheive what I'm after, I think it's just a matter of my communicating it as well as I can.

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Aug 14, 2013

I am trying to create an equations that sums up a range based on matched dates. I have considered using an array, but that turned out to be much more work than necessary.

I have never used the SUMIFS before and having trouble, here is the equation I'm using.

=SUMIFS($F$2:$F$204238,MONTH(E2:E204238),"=month(referenced_range)")

*F2:F204238 is the range that needs to be summed up
*the month(referenced range) is in date form
*I was able to pull and evaluate all the data on it's own, but when using it in the sumif equation it gave me zero result so it must be a syntax error.

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Dec 23, 2008

I m trying to write a formula for my financial model. If anyone can take a stab at a solution. I'm trying to write a formula that will equally distribute revenue either over the next 1 month, 2 month or 3 month period depending on size of the deal.

Details:
Sales will fit in 1 of 3 categories. Less than 25k; between 25k & 100k; greater than 100k.

- if under $25K, recognize in next month (month N+ 1)
- $25K-100K, recognize in two equal parts in months N + 1 and N + 2
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N + 1, N + 2, N + 3 ...

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Feb 25, 2013

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I have three columns; Date, Company name and Payment mode.

Date ranges from 1 jan 2010 to 31 dec 2012. Cell A2 to A234

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Feb 5, 2008

I have attached a small copy of the worksheet.

I need to count when the following set of 3 criteria criteria are met:

1: The Assessor Initials = DS

2: the month = Mar

3: Check 4 Ranges = columns I, K, M, O

I've tried using sumproduct (sucessful for other data) but not able to get it to work with dates.

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May 23, 2008

need a formula to calculate the total number of x's in one column (column B, C, E are training types= x) where the corresponding column date falls within a date range. It’s to total each type of training done for each month. I have 3 training type columns and a cell that calculates the total number of trainings for the each month:=COUNTIF(F2:F100,">="&DATE(2008,2,1))-COUNTIF(F3:F200,">="&DATE(2008,2,31)).
So now I just need it broken down by training type per month. How many x's in each column for February as an example.

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Mar 4, 2008

i m trying to use the sumproduct formula, and OR but i cannot seem to get this right! =Sumproduct(--(A1:A10="Yes"),--(OR(B1:B10="Yes",B1:B10="Mayby")),C1:C10)

I have also tried Array Formula as follows; {=SUM(IF(A1:A10="Yes",IF(OR(B1:B10="Yes",B1:B10="Mayby"),C1:C10)))}

I have also used UDF to for the sumproduct, but cannot make that work! keep giving me value message

Function
Function Customer(Service as Range, Outcome as String, Service2 as Range, Outcome2 as String)

Customer = Sumproduct(--(Service = Outcome),--(Service2 = Outcome2), Result)

-Didnt get thru this bit to start building on the Function! keep giving me #Value!

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Dec 16, 2013

Below is my function. I use it to count the number of times a value in A9 appears in Sheet2. I would like to edit my function to count the value in A9 that appeared in a given month in U6.(U6 is 12 for decemeber)

=IF(LEN(A9),COUNTIF(Sheet2!A:A,"*"&A9),"")

This is what I thought it would have been but I think I'm wrong because the function is not counting by month.

=IF(LEN(A9),COUNTIF(Sheet2!A:A,"*"&A9),IF(MONTH(Sheet2!D14:D9000)=U6,"")

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I'm trying to use the SUMIF function based on a specific month. This month formula has to choose from a range of dates. Currently, the month to report (5) is the only one that works. If I have dates in June and choose 6, it doesn't work.

This is the formula I'm using right now:

=IF(MONTH('Drafting Errors'!C:C)='Error Metrics'!C1,SUMIF('Drafting Errors'!A:A,C5,'Drafting Errors'!N:N),"No data for this month")

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I have a worksheet of data I need to sum based on a monthly date range criteria onto a separate summary worksheet. Both are in the same workbook. I tried using SUMIF and SUMPRODUCT but can't seem to get the criteria correct when I add in LEFT into the argument for the date criteria "6/" or "06/". Here's where I'm at so far:
=SUMIF('2008'!E4:E149,(LEFT('2008'!E4:E149)="06/"),'2008'!I4:I149)

My table looks something like:

Log NoShip DateQty

000953/26/20085
000963/28/20081
000974/28/20081
000985/28/20082
000995/29/20081
001006/1/2008
001016/14/20084
001026/20/20083

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Now if a user inputs the month (1,2,3) number in F2, then we need to compute the sum of all the numbers from second column corresponding to the month in column 1 and display in cell F4.

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