Find sum by month

Frozen00

New Member
Joined
Mar 12, 2012
Messages
6
Office Version
  1. 365
Platform
  1. Windows
I am looking to generate a table from a much larger dataset where it sums up planned amounts vs actual amounts by month. Below is a notional idea of the date table, and the table I want the results formated. In the read data have the dataset within a named dynamic range that grows as data is added. Looking to do this with formulas only, no VBA.

Book2
BCDEFGHIJ
1This is a named range (MyRange)
2ProjectFunded AmountPlannedActualMonthPlannedActual
3Apples5005/6/20234/18/20231/31/2023
4Apples4006/6/20235/25/20232/28/2023
5Grapes3007/8/20236/15/20233/31/2023
6Apples507/9/20237/8/20234/30/2023
7Oranges508/6/20239/15/20235/31/2023
8Pinapple10009/15/20239/10/20236/30/2023
9Apples8001/5/20242/1/20247/31/2023
10Apples6001/5/20242/16/20248/31/2023
11Apples4002/1/20241/25/20249/30/2023
12Grapes7003/1/20243/1/202410/31/2023
13Oranges5006/1/20245/1/202411/30/2023
14Pinapple9006/1/20245/28/202412/31/2023
151/31/2024
162/29/2024
173/31/2024
184/30/2024
195/31/2024
206/30/2024
Sheet1
Cell Formulas
RangeFormula
H4:H20H4=EOMONTH(H3,1)
 

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What version of Excel are you using?

I suggest that you update your Account details (or click your user name at the top right of the forum) so helpers always know what Excel version(s) & platform(s) you are using as the best solution often varies by version. (Don’t forget to scroll down & ‘Save’)

How about
Excel Formula:
=SUMIFS($C:$C,D:D,"<="&$H3,D:D,">"&EOMONTH($H3,-1))
 
Upvote 0
Oh and I forgot, I need to be able to exclude items that fall into a "project", so for the example above, assume I need to exclude "Pinapple" from the summed values.
 
Upvote 0
What version of Excel are you using?

I suggest that you update your Account details (or click your user name at the top right of the forum) so helpers always know what Excel version(s) & platform(s) you are using as the best solution often varies by version. (Don’t forget to scroll down & ‘Save’)

How about
Excel Formula:
=SUMIFS($C:$C,D:D,"<="&$H3,D:D,">"&EOMONTH($H3,-1))
using 365, so the latest and "greatest" haha
 
Upvote 0
You can exclude pineapple like
Excel Formula:
=SUMIFS($C:$C,D:D,"<="&$H3,D:D,">"&EOMONTH($H3,-1),$B:$B,"<>Pineapple")
 
Upvote 0

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