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Offset sum

Posted on 2014-12-02
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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
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Question by:Seamus2626
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12 Comments
 
LVL 51

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Rgonzo1971 earned 167 total points
ID: 40475400
Could you send a dummy?
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Assisted Solution

by:Hakan Yılmaz
Hakan Yılmaz earned 167 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
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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)
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Author Comment

by:Seamus2626
ID: 40475417
Attached
EE.xlsx
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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
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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
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LVL 18

Assisted Solution

by:Simon
Simon earned 83 total points
ID: 40475445
Please see attached solution.
EE-SumToPrevMonth.xlsx
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LVL 5

Assisted Solution

by:Hakan Yılmaz
Hakan Yılmaz earned 167 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.
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LVL 51

Assisted Solution

by:Rgonzo1971
Rgonzo1971 earned 167 total points
ID: 40475482
HI,

pls try

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

Regards
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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
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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
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LVL 33

Assisted Solution

by:Rob Henson
Rob Henson earned 83 total points
ID: 40475782
Alternative to get last day of previous month:

=EOMONTH(TODAY(),-1)

Thanks
Rob H
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