?
Solved

Offset sum

Posted on 2014-12-02
12
Medium Priority
?
122 Views
Last Modified: 2014-12-02
So I have to sum a column with dates Jan-Dec.

But I only sum to the last month, so today I would sum all the numbers in rows Jan-Nov - there is data in all cells Jan-Dec

Currently we manually adjust the formula, is there any way I could automatically sum the correct range by using offset or by instructing of the current month?

Thanks
0
Comment
Question by:Seamus2626
[X]
Welcome to Experts Exchange

Add your voice to the tech community where 5M+ people just like you are talking about what matters.

  • Help others & share knowledge
  • Earn cash & points
  • Learn & ask questions
  • 4
  • 3
  • 2
  • +2
12 Comments
 
LVL 52

Accepted Solution

by:
Rgonzo1971 earned 668 total points
ID: 40475400
Could you send a dummy?
0
 
LVL 5

Assisted Solution

by:Hakan Yılmaz
Hakan Yılmaz earned 668 total points
ID: 40475403
You can use SumIf formula like this.
=SumIf(DateRange,"<="&Today(),SumRange)
You can change "Today()" with a fixed cell refence which has the latest date you want to sum.

I don't suggest but you can use whole columns while defining DateRange and SumRange.
Like =SumIf(A:A,"<"&Today(),B:B).

It is better to define a table, and use table columns as reference ranges. It will be a lot faster.
You can look here for information about creating and deleting tables
0
 
LVL 18

Expert Comment

by:Simon
ID: 40475410
To sum a column of figures in B with dates in A up to the last day of the previous month...

=SUMIF(A:A,"<" & TODAY()-DAY(NOW()),B:B)
0
Independent Software Vendors: We Want Your Opinion

We value your feedback.

Take our survey and automatically be enter to win anyone of the following:
Yeti Cooler, Amazon eGift Card, and Movie eGift Card!

 

Author Comment

by:Seamus2626
ID: 40475417
Attached
EE.xlsx
0
 
LVL 5

Expert Comment

by:Hakan Yılmaz
ID: 40475440
I changed formulas in your sheet in the file attached.

I suggest you to define a table and record values only from top to bottom. And then you can use pivot tables to see reports easily.
EE.xlsx
0
 

Author Comment

by:Seamus2626
ID: 40475442
My sum needs to be in the same column, so I am summing k4-k15 in k17

I have a reference cell which gives the correct reporting month - so in k20 I have today()-31 which gives me Nov-14

So =SUMIF(A:A,"<" & TODAY()-DAY(NOW()),B:B)  is turned to =SUMIF(J4:J15,"=" & J20,K4:K15)

Where J20 = Nov-14
J4-J15 is Jan-Dec & K4-K15 are the numbers

Thanks
0
 
LVL 18

Assisted Solution

by:Simon
Simon earned 332 total points
ID: 40475445
Please see attached solution.
EE-SumToPrevMonth.xlsx
0
 
LVL 5

Assisted Solution

by:Hakan Yılmaz
Hakan Yılmaz earned 668 total points
ID: 40475453
Excel doesn't keeps dates as months in cell values. It treats all dates as "days". So you have exactly defined 1 day in cell J20 which is 31 days ago. If you want the latest day of past month, it is =DATE(YEAR(TODAY());MONTH(TODAY());0). The file i sent was summing in the same column with data.
0
 
LVL 52

Assisted Solution

by:Rgonzo1971
Rgonzo1971 earned 668 total points
ID: 40475482
HI,

pls try

=SUM(OFFSET(B2,0,0,MONTH($B$16),1))

Regards
0
 

Author Comment

by:Seamus2626
ID: 40475533
Have look at the attached guys, doesn't seem to work for me - K16 is not calculating
Copy-of-EE-SumToPrevMonth.xlsx
0
 
LVL 5

Expert Comment

by:Hakan Yılmaz
ID: 40475570
Corrected months column. This column should have actual date values and be formatted same as reporting month.
Copy-of-EE-SumToPrevMonth-rev.xlsx
0
 
LVL 33

Assisted Solution

by:Rob Henson
Rob Henson earned 332 total points
ID: 40475782
Alternative to get last day of previous month:

=EOMONTH(TODAY(),-1)

Thanks
Rob H
0

Featured Post

On Demand Webinar: Networking for the Cloud Era

Did you know SD-WANs can improve network connectivity? Check out this webinar to learn how an SD-WAN simplified, one-click tool can help you migrate and manage data in the cloud.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

In Part II of this series, I will discuss how to identify all open instances of Excel and enumerate the workbooks, spreadsheets, and named ranges within each of those instances.
If you need to forecast numbers -- typically for finance -- the Windows and Mac versions of Excel 2016 have a basket of tools to get the job done.
This Micro Tutorial demonstrate the bugs in Microsoft Excel for Mac with Pivot Charts.
This Micro Tutorial demonstrates using Microsoft Excel pivot tables, how to reverse engineer competitors' marketing strategies through backlinks.

800 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question