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sum quarter

  1. #1
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    sum quarter

    I have 3 columns; Date/Calls/Distributions. The information is entered only on dates where a call or distribution has happened. In a table on a different sheet, the quarterly totals are entered. I'm trying to write a formula that can be applied to the column in the totals table that sums up the calls/distributions automatically. I only enter a new line on the table at the end of a qtr, so no need for a mtd.
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  2. #2
    Forum Moderator zbor's Avatar
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    Re: sum quarter

    Do you mean something like this:
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    Never use Merged Cells in Excel

  3. #3
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    Re: sum quarter

    Kind of. The table has about 6 other columns in it tho and is used to generate multiple charts, so optimal solution would be keeping it in a simpler table form if possible and just having a formula that sums everything in the previous quarter

  4. #4
    Forum Expert daddylonglegs's Avatar
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    Re: sum quarter

    Try this formula in sheet2 E4 copied to F4 then down both columns

    =SUMIFS(Sheet1!B:B,Sheet1!$A:$A,">"&EOMONTH($C4,-3),Sheet1!$A:$A,"<="&$C4)

    Edit: if you don't want to see the zero values then use a custom format, something like this

    #,##0;;
    Last edited by daddylonglegs; 03-12-2012 at 11:14 AM.
    Audere est facere

  5. #5
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    Re: sum quarter

    daddylonglegs - genius. works beautifully. thanks a ton

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