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Formula for Identifying Actions against periods

  1. #1
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    Formula for Identifying Actions against periods

    I need a formula for sorting project spend activities between each period

    On the master sheet, in column A I have a list of project activities, across the columns I have each month, (ie Jan = P1, Feb = P2 etc)


    On the input sheet, column A is for entering the appropriate period (P1, P2 etc) and Column B for selecting the associated activity, A further column is for listing the amount of spend.


    What I need is a formula that looks at the 'Input Sheet' reads the period in column A, the associated Activity in column B, and the amount. and places that figure, in the Master sheet, not only on the correct row of the same action, but in the appropriate period column.


    Example Master sheet
    Activity P1 P2 P3 P4
    Resource
    Consultancy
    Development
    Training
    Communications



    Input sheet

    Enter Period Enter Activity Enter Amount
    P3 Training £5000
    P4 Development £10,000


    If the end user enters 'P3' in column A, 'Training' in Column B. and enters '£5000' in Column C, The calculation would enter on the Master Sheet, £5000 under column D, but on Row 5. (cell D5)
    If the end user enters 'P4' in column A, 'Development' in Column B. and enters '£10000' in Column C, The calculation would enter on the Master Sheet, £10000 under column E, but on Row 4. (cell E4)


    Resulting Master sheet
    Activity P1 P2 P3 P4
    Resource
    Consultancy
    Development 10000
    Training 5000
    Communications


    That's the first step, The second step if there were two training actions within P3 the formula would need to calculate, and enter the total amount in cell D5.




  2. #2
    Forum Expert 63falcondude's Avatar
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    Re: Formula for Identifying Actions against periods

    Hello and welcome to the forum.

    I would format the data in the 'Input' sheet as a table and then use this formula in B2 of the 'Master' sheet:

    =SUM(IF((Table1[Enter Period]=B$1)*(Table1[Enter Activity]=$A2),Table1[Enter Amount])) Ctrl Shift Enter

    You can then drag the formula across and down.

  3. #3
    Forum Expert 63falcondude's Avatar
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    Re: Formula for Identifying Actions against periods

    On second thought, this will be more efficient (and does not require formatting as a table):

    =SUMIFS(Input!$C:$C,Input!$A:$A,B$1,Input!$B:$B,$A2)

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