Dashboard formula assist, Double Xlookup?

[EWRUCK]

Hi, I am working on a dashboard that would use a data validation dropdown to change the view of the data by Month, Qtr or YTD from a Table on a second tab by a list of leads, which may or may not change depending on the month. I have been trying to get a Xloopup to work but it has not been working for me and I'm stuck. I'm also stuck on installing XL2BB. I downloaded it but now I can't find it in the add-in's to continue on.

The goal is for the timeframe to change and the data in the chart to change based on the Leads on the left side.

I have two images of what I'm attempting and how I have my data set up. I couldn't get the XL2BB set up to to the Mini sheet upload or I would have. I am hoping to get that fixed but I couldn't wait to post this.

If anyone can help me with this, it would be so appreciated. I've been attempting a few different options and alternatives to the formulas and no such luck.

Thanks for checking out.

 

[etaf]

SUMIFS() may do what you want
is the month TEXT or a real date - like 1st April 24 - but just displayed as APR - same question for the other sheet MAY

So for TOTAL LEADS
=SUMIFS($B$2:$B$1000 , $A$2:$A$1000 , Spend column ref cell, $K$2:$K$1000, timeframe cell )
or for timeframe may need adjusting for > and < if a real date

Not sure how you identify qtr or year in the dashboard

Then for cost - just change the SUN RANGE
=SUMIFS($C$2:$C$1000 , $A$2:$A$1000 , Spend column ref cell, $K$2:$K$1000, timeframe cell )

Its also possible to do a grid lookup using the header or with LET

 

[EWRUCK]

SUMIFS() may do what you want
is the month TEXT or a real date - like 1st April 24 - but just displayed as APR - same question for the other sheet MAY

So for TOTAL LEADS
=SUMIFS($B$2:$B$1000 , $A$2:$A$1000 , Spend column ref cell, $K$2:$K$1000, timeframe cell )
or for timeframe may need adjusting for > and < if a real date

Not sure how you identify qtr or year in the dashboard

Then for cost - just change the SUN RANGE
=SUMIFS($C$2:$C$1000 , $A$2:$A$1000 , Spend column ref cell, $K$2:$K$1000, timeframe cell )

Its also possible to do a grid lookup using the header or with LET

Thank you. I was also trying Sumifs in this at one point but I must have also had something wrong there becuse this time it worked with what you helped with. I have went round and round with this for hours. My date is just text so it would pull the whole month.
I have not used the Let formula yet either. I'm excited to dig into that more too.

Thank you soo sooo much for your help here. I greatly appreciate it. I hope to use this platform more and give back to others too where I can and gain more knowledge here.

Elisabeth.

 

[etaf]

you are welcome