jana
asked on
Place a SUM to a cell based on the TYPE and MONTH in Excel 2010
We are trying to find a formula where it will read a series of values (date, type & amount) and accumulate thjem by the Type/Month.
So based on the transactions above, we are trying find the correct formula that would calculate and display:
The attached excel shows the formulas that have worked partially (SUMPRODUCT and SUMIF).
Please advice on a formula or combinations of formula that will give us the result expected.
SumByType-Month.xlsx
Date Type Amount
01/01/16 BANK $20.00
01/15/16 BANK $100.00
02/05/16 CAR $75.00
03/06/16 BANK $150.00
03/20/16 CAR $300.00
04/02/16 CAR $95.00
So based on the transactions above, we are trying find the correct formula that would calculate and display:
Type Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
BANK $120.00 $150.00
CAR $75.00 $300.00 $95.00
The attached excel shows the formulas that have worked partially (SUMPRODUCT and SUMIF).
Please advice on a formula or combinations of formula that will give us the result expected.
SumByType-Month.xlsx
ASKER CERTIFIED SOLUTION
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you can easily do this with pivot table and everytime the data changes all you need to click is a refresh.
please see the video i created and uploaded. unzip the file and it is mp4 video
EE.zip
please see the video i created and uploaded. unzip the file and it is mp4 video
EE.zip
SOLUTION
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ASKER
Though both Yamaafg and Rob Henson works, Yamaafg could be done in the same sheet. Henson when placing the formula and editing for the same sheet gave 0.
In D10
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and copy down.