Cumulative sum by date

[Cunner]

Hi everyone,

I have a probably simple problem, but currently do not find an easy solution.
For reference, please see the attached file.
I have a database with project payments (WS Payments) by project and month. In the WS Extract I would like to automatically get the sum for the project indicated in column B up to the month indicated in row 2. I have manually added a formula, but the point is to have a formula that checks in WS Payments for the row of the respective project and then builds a sum from the first months (column C) until the month in which the respective cell is located.

The original data is way more complex and unstructured.

Any advice is appreciated.

[sktneer]

Try this....

On Extract Sheet,
In C3

=SUM(INDIRECT("Payments!"&ADDRESS(MATCH($B3,Payments!$B:$B,0),3,3)):INDIRECT("Payments!"&ADDRESS(MATCH($B3,Payments!$B:$B,0),COLUMNS($A1:C1),4)))

and then copy across and down.

[Pete_UK]

Put this formula in C3 of the Extract sheet:

=SUMIFS(INDEX(Payments!$C$3:$N$5,MATCH($B3,Payments!$B$3:$B$5,0),0),Payments!$C$2:$N$2,"<="&C$2)

then copy across and down as required.

Hope this helps.

Pete

[Cunner]

Thanks a lot both of you! I used Pete's approach as it seems simpler to me .
Have a good christmas time.

[Pete_UK]

Glad to help - thanks for marking the thread as Solved.

You might also like to directly thank those who have helped you by clicking on the small "star" icon located in the lower left corner of a post that you have found to be helpful (not just in this thread - for any post that has helped you). This also adds to the reputation of the poster (the small green bars in the poster's profile).

Pete