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Trailing twelve-month report

Posted on 2013-01-31
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Last Modified: 2013-02-13
I have an Excel file that calculates sales reports and compensation. There is a data worksheet that is updated monthly. The worksheet needs to calculate each month's results with a twelve-month look-back.that data.

Ideally, each new month would be added automatically, dropping off the 13th prior month so that the calculation worksheet always displays 12 months (although the data worksheet will "grow."  If the old calculation rows became "Hidden" when a new row was added, it would theoretically be possible to run the report for any period.

I know it is possible to use an Offset function (command) to get the calculation (although I don't really know how to do that). But I don't know how to add rows (copy, paste/insert, ??)

I know enough about Excel and VBA to be dangerous but not enough to be able to do what I want to do.

Can anyone help?
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Question by:T4Pam
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Expert Comment

by:David Johnson, CD, MVP
ID: 38841383
Personally I'd store the data in a database and then pull the required data into excel. that or just sql reporting features to generate the report.
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Expert Comment

by:Patrick Matthews
ID: 38842165
A sample file would be helpful :)
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Accepted Solution

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T4Pam earned 0 total points
ID: 38866463
I tried to attach a file but the system just spun and jammed.  Thought the file was too big so I tried to skin out all non-essentials. As I was doing that I ran across a file with an Offset formula that seemed to do what I was trying to do. =SUM(OFFSET(A6,-12,1,12,1).  
Perhaps we can attribute it to positive/supportive energy coming across the Internet?  Does that qualify for full points?  I don't know how to award something less.
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Author Closing Comment

by:T4Pam
ID: 38883783
First response was not an answer. As alternative advice, it was insufficient to even move the conversation forward.

The second response indicated willingness/ability to help but my explanation was obviously not clear enough. Asked me to provide a sample file.  I tried but the operation failed.  I stripped out some non-essential data and tried again to upload.  No success.

Need parameters for file upload.

While trying to get the file smaller and less complex, I ran across what appeared to be an answer.  Still need to build it out and may need more/different help but, for now, I have what I need.
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