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Quarterly calculation based on Month (MMM) name

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  1. #1
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    Exclamation Quarterly calculation based on Month (MMM) name

    Hi Team,
    Looking for formula to calculate every 3 month sum (Quarterly).
    I am trying to calculate the quarterly sum based on month (MMM) name given in A2. Sum by From JAN to MAR, APR to JUN......etc
    I would like to calculate for year 2020, 2021, 2022.

    Attached sheet FYR.

    Regards

    Thank You So much for your help.
    Attached Files Attached Files

  2. #2
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    Re: Quarterly calculation based on Month (MMM) name

    Power Query
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  3. #3
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    Re: Quarterly calculation based on Month (MMM) name

    Try

    =SUMPRODUCT(($B$2:$E$13)*($B$1:$E$1=H$1)*(MONTH($A$2:$A$13&0)>=(ROWS($1:1)-1)*3+1)*(MONTH($A$2:$A$13&0)<=ROWS($1:1)*3))
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    If that takes care of your original question, please select Thread Tools from the menu link above and mark this thread as SOLVED.

  4. #4
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    Re: Quarterly calculation based on Month (MMM) name

    H2=IF(COUNTIF($G$2:$G2,$G2)=COUNTIF($G$2:$G$13,$G2),SUMIFS(INDEX($B$2:$E$13,,MATCH(SUBSTITUTE(H$1,"QTR","")+0,$B$1:$E$1,0)),$G$2:$G$13,$G2),"")

    Copy across and down
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  5. #5
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    Re: Quarterly calculation based on Month (MMM) name

    Thank You Very Much...!!
    You guys are amazing..... Reps already added..

  6. #6
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    Re: Quarterly calculation based on Month (MMM) name

    Another way.

    Since you have Office 365 this approach will work. See the attached:

    In column L:to yield unique Q#s
    Formula: copy to clipboard
    =UNIQUE($G$2:$G$13)

    Then in H2 filled down and across:
    Formula: copy to clipboard
    =IFERROR(SUM(FILTER(INDEX($B$2:$E$13,,MATCH(--LEFT(H$1,4),$B$1:$E$1,0)),$G$2:$G$13=$L2)),"")
    Dave

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    Re: Quarterly calculation based on Month (MMM) name

    Thank You for your help @FlameRetired.
    That's works great too. Appreciated for help.

  8. #8
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    Re: Quarterly calculation based on Month (MMM) name

    You are welcome. Glad to help.

    Thank you for the feedback, added rep and marking your thread Solved.

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