Summing Total Per Customer For Each Month

Nov 4, 2009

Please see the attached example.

I am working with Office 97 and I know that if I had Office 2007 this question could be easily answered with the "SUMIFS" function. But since Office 97 doesn't have that formula I need to find another way to accomplish what i am trying to do.

In the gray boxes I need a formula that will sum the amounts for each customer for each month. For example, the total amount that shipped to customer A in October is 180.4.

I will be applying this to a much larger amount of data, so please do not provide a formula that only works for the data supplied in this example. I will be continuously adding more info to my list over time and I want the count to automaticaly include the data when I enter it.

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Total Units For Each Customer

Feb 3, 2009

I have been tasked with tracking the expected income for our Advertising Department. (I work for a newspaper.) The rate I charge an ad depends upon the total number of advertising units a customer purchases during an entire billing period. Essentially: I need to have a total of column G for when column B matches the current row. I need this in column K. The value of K should be the same when the value of B is the same.

My programing flow chart I sketched out checked to see if any row in column B that is above the current row matched the current row's data. If it did then it would use that row's value for the total number of units. If it did not it would add up the units from G when B matched the current column. I attached a document

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Subtotal Each Month For Every Customer

Dec 13, 2012

I have a worksheet that contains the following columns:

Month
Customer
Invoice
Freq.
Total

[Code]...

Now, I want to have subtotals for each customer and each month.

Right now, I have to manually insert =count & =sum functions at the appropriate rows.

Ultimately, I want to know the average sales activity per month and average sales nominal per month.

Is there a better way to achieve what I want?

I had thought of COUNTIFS and SUMIFS, but then I'll have to change the criteria at every change of month & customer.

The average sales activity & average sales will be derived manually.

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Jan 7, 2010

I have a report which has a list of customers, each customer has 24 columns which represent the payment history over 24 months. If a payment has been made for that month the date and time (formatted correctly) will be populated in this cell.

Each customer has a product name attached to it so a product can appear several times. I need is a formula that shows the total payments recieved for a particular month for a particular product. For example.

I have managed to create the following flag which works a treat, it picks up a date an account was set up but looks at 1 column.

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Jan 21, 2010

I have a spreadsheet for monthly supplies. In row 1 is Jan – Dec and in the row 2 below are empty cells where there will be a total for that month’s purchases. I want a conditional format formula to automatically bold and highlight the current month’s total and month name.

Also, when I enter February totals next month and that number is input into February’s total, I want that month and total to bold and highlight BUT I also want the previous month’s bold and highlight to vanish at the same time. Is this possible?

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Aug 14, 2012

I have a range of dates in c1:c285. I have a range of liters sold on those days in e1:e285. I want to total the liters sold per month for the 2 year period.

I was trying to use =SUM(IF(MONTH(c1:c285)=1,e1:e18,0))

However this just returns a "value" comment. I think even if this worked it would add the months together for the 2 years so both June figures would be returned as one figure.

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May 5, 2014

In the example spreadsheet I have attached/linked below contains a formula on the Cash Flow sheet in cell D4.

I have this formula working perfectly when instructing it to SUM all the ($) values for a specified month that is located on the Cash Flow sheet in cell B4 (Apr-13) and then it looks for all the matching criteria related ($) values that's located on the Trend Log sheet in column D. It then returns back the total exactly like it's supposed too.

However, when I want this same my formula that's located on the Cash Flow sheet in cell D4 to give me the SUM between the month in B4 (Apr-13) and the month in C4 (Aug-13), it won't work no matter what I try.

So I went back to the formula version I had that works with the one month in B4 (Apr-13) so you choose to you would have at least a good starting point. That is if you don't want to just delete the whole formula in favor of a better formula.

Sum Between Date Range Example.xlsm

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Nov 6, 2009

I have an Excel 2003 spreadsheet with pupil test scores and would like to automate the total. Example attached.

There are N tabs (one for each class; there is one or more class in each year group) of raw data; all the scores are numerical but some entries may be blank. After entering the raw data I would like to press a button on each “Total” tab to collate the data.

Total A presents the data in class order; the column marked Class should just say A1, A2, B, etc. If there are multiple classes in a year group then they should appear in order, that is, A1 followed by A2 followed by B, so on.

Total B presents all the data in ascending surname order.

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Nov 29, 2013

A
B
C
D
E
F

1
DATE
MANIFEST
P'work lbs
Scale lbs
over/short

2
1/1/2001
1
1000
1001
1 (formula)

[Code] ..........

I would like a formula to put in column F that will total the daily over/short.

I would like to place this formula in every row in Column F, but return empty "" if the next row is not empty, if however the next row is empty total the over/short column for the day. Keep in mind that a zero value in column E is not empty.

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Jul 27, 2009

is there a formula I could use to total for each month all of the e.g. C3303, for each of these categories as detailed in the table at the bottom

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Oct 1, 2009

I have a spreadsheet with a year’s worth of data in. The columns are months (Jan, Feb, Mar etc) and the rows are people (A, B, C etc). There is a YTD column at the right.

I will be updating a cell at the top with the current month.

I want to be able to sum the YTD figures depending upon the date at the top. For example, the date at the top is Aug, so I want to sum Jan to Aug, if I change the date to Sep then I want to sum Jan to Sept. This way I will be able to automatically calculate YTD on a pre-populated spreadsheet, just by changing the date each month.

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Jan 23, 2007

I have a weekly forecast for what will be sold for the upcoming year and want to sum the quantity by months. For example, 1/6/07 sell 351 units, 1/13/07 sell 315, 1/20/07 sell 1,165, and 1/27/07 sell 328 units so Jan would return 2,159. To avoid future user error, I'd like to sum by month without the basic sum( range) formula and have tried the following SUMIF statement:

=SUMIF(Weeks,"=Jan*",Widget_Qty)

That returned zero. I formated my Weeks to look like "6-Jan-07" so I thought that the month name could be used as a text but this was also wrong. I also tried changing the month value from text, i.e. Jan to a date value displayed as a "mmm" but failed again.

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Dec 17, 2009

In attached sheet, I am trying to find total cost by month only for year 2009. Currently formula I have in Cell c24, is {=SUM(IF(MONTH(B2:B9)=1,D2:D9,0))} But this calculates for all years, not just 2009. How do I modify above formula, so for each month, it shows total cost but only for 2009?

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Mar 31, 2014

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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Jun 17, 2008

The aim is to find those combinations of variable values which generate highest total gain. I attached the spreadsheet which shows the variables (A through K) and a Gain column. I created 5 additional tabs which show all possible 2,3,4 and 5-member combinations of the variables. These tabs are like coordinates of which variable combinations should be examined. As an example I used the first combination from the second tab = A and B. If you look at these two columns on the EXAMPLE CALCULATION tab you will see 7,7 in the Number combination which is the first number pair for these two variables. The headings of the red and the yellow columns calculate the total count for this number pair and the total gain. These were recorded on a separate EXAMPLE RESULTS tab along with some other pairs which appear afterwards (these were recorded only from the first 39 rows of the AB data). I need a macro which will cycle through each variable pair (only using the combinations from the tab 2 for now, annd later from 3,4 and 5 tabs) collecting statistics for each unique number combination it encounters (printing to a separate sheet one after one), such as shown on the EXAMPLE RESULTS.

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Aug 20, 2013

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The problem I'm running into is in automating the this month sales for mid-month exports. I can do it individually but I can't find a formula that will do it. Data is in one cell per month, so ex. 130 sales this month so far. I need to have it convert that to projected sales for total month based on what day it currently is.

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Jan 14, 2013

I got individual dates in Column A. The format is 01/04/2012, 02/04/2012, 03/04/2012 and so on.

The person enters sales everyday. Now I want to make a new sheet which should sum up the sales month wise.

So in the new sheet I will have

Column A- Products
Column B- Sum of days in April 2012
Column C- Sum of Days in May 2012
Column D- Sum of Days June 2012
And so on

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May 26, 2007

I need to total how many '1's or '2's in column A by each month ( Date Format 01.04.07) in column B.

Have tried to use the following formula to count all the '1's in May, but I cannot get it to work.

=SUMPRODUCT(MONTH(A1:A100)=05)*(B1:B100=1))

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Apr 25, 2008

I have a list of daily sales which I would like to have a cumulative total by month. Once the next month is encountered, the cumulative total will reset for that month again.

E.g. (please see attached file)
Column C is my cumulative total. The cumulative sum will reset when the month changes from Jan to Feb.

I can achieve the results using VBA but I need to distribute my report to parties whose VBA environment is disabled. So, I need to work around this with a formula.

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Jun 19, 2014

I am trying to create a simple dash board using only Excel. What I am trying to do is I want to create sum of shift total of whole month.

Output
Total
Total "A"
Total "B"
Total "C"

from Below table

DateShiftJob DescriptionProd AProd BProd C
1-Jul A
1-Jul B
1-Jul C

2-Jul A
2-Jul B
2-Jul C

TILL...End of month

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Apr 11, 2008

the total consecutive days at the end of the month that a particular person appears?

Here's the sample:
April 1: A
April 1: B
April 1: C
April 2: A
April 2: D
April 2: E
April 3: A
April 3: C
April 3: E

Based on the sample above, the result should be 5 (as A=3 and E=2).

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Oct 29, 2008

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example

___John
Jan__0
Feb__19
Mar__50

___Bob
Jan__4
Feb__56
Mar__12

Right now i have a way i am summing up the total work for all the employees
"=SUMPRODUCT(B21:B512,--(A21:A512=A4))" <------'A4=Jan in the formula'

How could i change this to reflect count the employees and not sum the total? The idea is a need to know how many employees had a number greater then 0 for the month of Oct.

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Jan 22, 2009

I'm trying to figure out what is wrong with this formula. =(SUMIF(Q14:Q4995, "<="&EOMONTH(TODAY(),0),W14:W4995))-(SUMIF(Q14:Q4995, "<="&EOMONTH(TODAY(),-1)+1,W14:W4995)). I've got a cell that adds Total hours worked which pulls from the same column of entered data as the formula above and that cell works. My hours for the month however just shows up as zero. If I try and edit the formula or even just highlight it to copy it and then tab out of the cell this shows up...

1/0/00

If I undo the highlight and tab it will go back to showing zero. I've checked my dates that I entered and they are correct. I'm at a loss as to how to fix this formula.

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I have been a long time lurker of MrExcel, but have always been able to find the answer to my question within the forums. However, I am stumped. I am trying to create a pivot table that will show incremental goals by week, when I have a set goal for the month already. However, I don't want to do a straight average across all the weeks in a month. I would like to see it continually grow during the month. How can i mathmatically do that in Excel?

For example:

Jim had 191 sales leads in the last week of the month in December. Of those 191, he closed 29 of them, for a 15.2% close rate. I want to see him raise that by 6% by next December, so (6%/12 (# months) = .5%). He will need to increase his close rate to 15.7% by the end of January. So, for the month of January, we expect 955 sales leads (5*191) and 149.935 (15.7% of 955) closed. However, I don't want to say Week 1, 2, 3, 4, and 5 in January should all have 29.987 closes, I would like to be able to say week 1 = 25, week 2 = 27 week 3 = 30 week 4 = 32 and week 5 = 34, but have that incremental increase to total 149.935.

There is (sadly) no changing the percents, or the closed leads number. These have already been submitted and aproved. I just have to be able to let people see the goals by week now, but if they want to see the monthly goal, it must equal what has been approved.

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