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    Monthly Totals

    I'm sure if you are a regular at the excel forums you are a bit peeved by the title of this post, I am truly sorry that i could not locate the answer myself because I'm sure it's been answered. ANYWAYS....

    I am trying to get monthly totals at the end of a excel sheet. I am "self taught" using excel (and I'm not too good) and so far just from playing around with it my best solution is this:

    I am using closing dates of properties that I sell (I'm a Realtor)
    The closing date column is D
    I need to add the sold price for each month and commission amount for each month, which are columns E and F respectively.
    I made a column (H) with the formula [ =MONTH(d1), =Month(d2), =Month(d3), etc. ]
    I made a formula for the bottom of the sheet for the sold price totals for January that is [ =SUMIF(H2:H40,1,E2:E40) ]
    then for February that is [ =SUMIF(H2:H40,2,E2:E40) ]

    Then I do basically the same thing to add up the commission values in column F

    It works.... However, there has to be a simpler way, right!? Also, I can't stand the H column just sitting there with a single digit in it. Is there a way to nest if statements to just pull the month number right out of the date column D???

    Thanks so much in advance to listening to my rambling.... picture included to clarify anything that i jumbled up....
    Untitled.png

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    Forum Moderator Glenn Kennedy's Avatar
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    Re: Monthly Totals

    You can always hide the helper column...

    You are also making life a bit more awkward for yourself by having your summary at the foot of the data table. You'd be able to use simpler formulae if it was at the top, or on another sheet altogether. The EOMONTH function is also handy to avoid using the helper column. However, since you've attached a jpg, it makes showing you rather more difficult.

    Please attach a sample workbook. Make sure there is enough data to demonstrate your need. Make sure your desired results are shown, mock them up manually if necessary. Remember to remove ALL confidential information first!!!

    Click on GO ADVANCED and use the paperclip icon to open the upload window.

    The paperclip icon
    Glenn




    None of us get paid for helping you... we do this for fun. So DON'T FORGET to say "Thank You" to all who have freely given some of their time to help YOU

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    Re: Monthly Totals

    Quote Originally Posted by Glenn Kennedy View Post
    You can always hide the helper column...

    You are also making life a bit more awkward for yourself by having your summary at the foot of the data table. You'd be able to use simpler formulae if it was at the top, or on another sheet altogether. The EOMONTH function is also handy to avoid using the helper column. However, since you've attached a jpg, it makes showing you rather more difficult.

    Please attach a sample workbook. Make sure there is enough data to demonstrate your need. Make sure your desired results are shown, mock them up manually if necessary. Remember to remove ALL confidential information first!!!

    Click on GO ADVANCED and use the paperclip icon to open the upload window.

    The paperclip icon
    Well luckily, it is ALL public information, so no need to remove anything (it's good for me so I don't get confused if you say something like replace "Baby Ducks" in the example with "Monthly totals"... or something to that effect)

    and like i said, I am self taught. while putting these values on a different sheet or in a different place makes perfect sense to me, i just dont know exactly where is best... I tend to like everything on one screen when possible but it's definitely not necessary for my applications

    Here's the file:
    Closed 2015.xlsx

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    Re: Monthly Totals

    Quote Originally Posted by thekiddzac View Post
    Is there a way to nest if statements to just pull the month number right out of the date column D???
    Hi there! You may use SUMIFS formula with two conditions implied to date column: ">=1/1/2015" and "<1/2/2015"
    Best wishes and have a nice day!

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    Re: Monthly Totals

    try this formula:

    =SUMIFS($$E2:$E$40,$D$46:$D$53,">="&DATEVALUE($D46&1),$D$46:$D$53,"<="&DATEVALUE($D47&1))
    If I've helped U pls click on d *Add Reputation

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    Re: Monthly Totals

    Quote Originally Posted by bhenlee View Post
    try this formula:

    =SUMIFS($$E2:$E$40,$D$46:$D$53,">="&DATEVALUE($D46&1),$D$46:$D$53,"<="&DATEVALUE($D47&1))
    I apologize if I am missing something, I tried adding this formula into the sheet and it came up with a #VALUE! ....

    but, maybe I can follow with a little more explanation. What do the $ in the formula represent? I've been wondering that... I probably should take a class or something lol, but I prefer to just rely on the wonderful free trade of ideas on the internet....

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    Re: Monthly Totals

    if you remove the colons in D46:D53 and make sure you have the month spelled correctly then this formula should work:

    =SUMIFS($E$2:$E$40,$D$2:$D$40,">="&DATEVALUE(D46&1),$D$2:$D$40,"<="&EOMONTH(DATEVALUE(D46&1),0))
    Last edited by bhenlee; 08-05-2015 at 12:12 PM.

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    Re: Monthly Totals

    I'd move the summary to the top, put months as 01/01/2015, formatted as mmmm to look like January, starting in D2 down to December in D13 and use this formula:

    =IF(SUMIFS(E$21:E$301,$D$21:$D$301,">="&$D2,$D$21:$D$301,"<="&EOMONTH($D2,0))=0,"",SUMIFS(E$21:E$301,$D$21:$D$301,">="&$D2,$D$21:$D$301,"<="&EOMONTH($D2,0)))

    copied across and down.

    See attached.
    Attached Files Attached Files

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    Re: Monthly Totals

    Quote Originally Posted by Glenn Kennedy View Post
    I'd move the summary to the top, put months as 01/01/2015, formatted as mmmm to look like January, starting in D2 down to December in D13 and use this formula:

    =IF(SUMIFS(E$21:E$301,$D$21:$D$301,">="&$D2,$D$21:$D$301,"<="&EOMONTH($D2,0))=0,"",SUMIFS(E$21:E$301,$D$21:$D$301,">="&$D2,$D$21:$D$301,"<="&EOMONTH($D2,0)))

    copied across and down.

    See attached.
    Okay, I see that it works, but.... (and maybe i'm just being greedy) I want to know WHY and HOW it works. I can probably do this on my own by breaking it apart and trying to recreate it in different sheets. Thank you so much for your quick reply, and while I hate the monthly totals at the top (I just do, i don't know why) I see how it can be benificial (ie incorporating all future values in certain columns into the formulas etc)

    again, thank you thank you thank you! I think you just created a monster, i'm going to be on this forum until all of my spreadsheets are flawlessly awesome. Now teaching my GF (Co-worker) these things will be the true test!

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    Re: Monthly Totals

    The $ signs "lock" that part of the cell reference. $D$2 will remain D2 if you drag the formula right, or down. $D2 will lock it on D as you drag it across, but will change to $D3, $D4 etc as you drag down.

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    Re: Monthly Totals

    Excellent! I will mark this solved and distribute appropriate kudos accordingly! Thanks again to everyone who gave their input!

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    Re: Monthly Totals

    what are the $'s ??? Are they to "extract" the value from the cell?

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    Re: Monthly Totals

    did you try out this formula without changing the whole format of your sheet:

    =SUMIFS($E$2:$E$40,$D$2:$D$40,">="&DATEVALUE(D46&1),$D$2:$D$40,"<="&EOMONTH(DATEVALUE(D46&1),0))

    Anyway if you're satisfied with the answers please mark this thread as solved.

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    Re: Monthly Totals

    The working part is simple: sum what's in E if the date is greater than D2 (01/01/2015) and <= than (EOMONTH D2,0) - which translates as the last day of the month (in the case of D2: 31 January). The rest is =IF (formula result = 0, put nothing, otherwise put formula result). that stops future months from affecting the average, as the 0's would be taken into account.

    Anyhow, glad to have helped! If that takes care of your original question, please select Thread Tools from the menu link above and mark this thread as SOLVED. It'd also be appreciated if you were to click the add Reputation button at the foot of any of the posts of those who helped you reach a solution.

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    Re: Monthly Totals

    $ are used to lock the cells so it won't move if you drag the formula across/down

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    Re: Monthly Totals

    You're very welcome... and Thanks.

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