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how to sum data only from the previous (or the current) quarter?

Posted on 2011-09-19
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Last Modified: 2012-05-12
In a related column, we need to track data based on a sum of points one fiscal quarter at a time, so I need to know a total from 1/1-3/31, a total from 4/1 - 6/30, a total from 7/1-9/30, and a total from 10/1 - 12/31.  What formula do I need to create that will only show that sum of points occuring during the most recent quarter?
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Question by:mainelytrusses
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7 Comments
 
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Expert Comment

by:barry houdini
ID: 36562696
Which version of Excel are you using?

regards, barry
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Author Comment

by:mainelytrusses
ID: 36562706
2007
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Expert Comment

by:barry houdini
ID: 36562796
The simplest way to sum  between 2 dates is to use SUMIFS in Excel 2007 - so if C2 and D2 contain the quarter start and end dates you can use this formula in E2 to sum between those dates (inclusive)

=SUMIFS(B:B,A:A,">="&C2,A:A,"<="&D2)

Now you can get the current quarter dates in C2 and D2 with these formulas in C2

=DATE(YEAR(TODAY()),CEILING(MONTH(TODAY()),1)-2,1)

and D2

=EDATE(C2,3)-1

for previous quarters put this formula in C3

=EDATE(C2,-3)

and then copy that formula down the column as well as the D2 formula

regards, barry
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barry houdini earned 2000 total points
ID: 36562874
See the attached sample with Dates from 1/1/2010 in column A and random amounts in column B.

I shifted the other formulas over 1 column and used this formula in H1

=TODAY()

Now the quarters are based on H1 - you can experiment with changing H1 date to see that the quarters change as you expect, e.g. change the date in H1 to 3/3/2011 and you'll see the current quarter dates change accordingly, i.e. 1/1/2011 to 31/3/2011

regards, barry
27316103.xlsx
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Author Closing Comment

by:mainelytrusses
ID: 36562944
I don't understand all that you've entered here, but it works, so I'll use it.  Thank you!
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Expert Comment

by:barry houdini
ID: 36563036
>I don't understand all that you've entered here

I'm quite happy to explain anything you don't understand - fire away!

barry
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Author Comment

by:mainelytrusses
ID: 36563068
I just don't clearly understand the functions entered under beginning and end dates.  For example, I want to have this work for many quarters to come.  I went to expand your range, and it didn't work.  I've now locked the =today() cell with dollar signs, and it still doesn't work when I drag it up.  I still need to dig further into what you have done.  Unfortunately, it's time to go, but you can explain how to better do this (to add future quarter dates) I'll look forward to looking into this more tomorrow.  Thank you!
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