Formula needed. Take cumulative value and make monthly value.

IluvPivots

Board Regular
Joined
Feb 13, 2007
Messages
146
Office Version
  1. 2016
Column H gives the cumulative value for the year (by month.) So if in October you spent $5 and November you spent $5, Novembers cumulative amounts is $10 and so on.
Column E is the category of expenses. I need a formula that will return what the monthly value would be for a specific category. I hope that makes sense! This file has multiple fiscal years. I don't think that the formula should have to evaluate columns C or D. DBC is a unique code and would address these.
Please and Thank you!

2023-05-30_13-08-31.jpg
 

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Hi @IluvPivots .
Thanks for posting on the forum.

This is what you need?
I highlighted a couple of examples:
Dante Amor
ABCDEFGHI
1FYBUDDOLCIV MILDBCMONTHPERIODCUMMONTH
24410OCT77,679.6277,679.62
34510OCT1,489.091,489.09
44610OCT22,698.3422,698.34
54710OCT84,279.2084,279.20
64419OCT71,135.3071,135.30
74519OCT10,450.8610,450.86
84410NOV45,212.98122,892.60
94510NOV32,939.1834,428.27
104610NOV12,573.9235,272.26
114710NOV58,494.36142,773.56
124419NOV3,675.5074,810.80
134519NOV61,922.8072,373.66
Hoja2
Cell Formulas
RangeFormula
I2:I13I2=SUMIF(E$2:E2,E2,H$2:H2)


Note XL2BB:

For the future, it would help greatly if you could give us the sample data in a form that we can copy to test with, rather that a picture.
MrExcel has a tool called “XL2BB” that lets you post samples of your data that will allow us to copy/paste it to our Excel spreadsheets, so we can work with the same copy of data that you are. Instructions on using this tool can be found here: XL2BB Add-in
Note that there is also a "Test Here” forum on this board. This is a place where you can test using this tool (or any other posting techniques that you want to test) before trying to use those tools in your actual posts.

If it's not what you need, maybe you should explain the examples you put in your image.

--------------
Let me know the result and I'll get back to you as soon as I can.
Cordially
Dante Amor
--------------​
 
Upvote 0
Hi @IluvPivots .
Thanks for posting on the forum.

This is what you need?
I highlighted a couple of examples:
Dante Amor
ABCDEFGHI
1FYBUDDOLCIV MILDBCMONTHPERIODCUMMONTH
24410OCT77,679.6277,679.62
34510OCT1,489.091,489.09
44610OCT22,698.3422,698.34
54710OCT84,279.2084,279.20
64419OCT71,135.3071,135.30
74519OCT10,450.8610,450.86
84410NOV45,212.98122,892.60
94510NOV32,939.1834,428.27
104610NOV12,573.9235,272.26
114710NOV58,494.36142,773.56
124419NOV3,675.5074,810.80
134519NOV61,922.8072,373.66
Hoja2
Cell Formulas
RangeFormula
I2:I13I2=SUMIF(E$2:E2,E2,H$2:H2)


Note XL2BB:
For the future, it would help greatly if you could give us the sample data in a form that we can copy to test with, rather that a picture.
MrExcel has a tool called “XL2BB” that lets you post samples of your data that will allow us to copy/paste it to our Excel spreadsheets, so we can work with the same copy of data that you are. Instructions on using this tool can be found here: XL2BB Add-in
Note that there is also a "Test Here” forum on this board. This is a place where you can test using this tool (or any other posting techniques that you want to test) before trying to use those tools in your actual posts.

If it's not what you need, maybe you should explain the examples you put in your image.

--------------
Let me know the result and I'll get back to you as soon as I can.
Cordially
Dante Amor
--------------​
Thank you for the response. Unfortunately I am working from a secure computer that does not allow me to download XL2BB.
The formula provided isn't exactly what is needed. It should be returning the difference between OCT and NOV.
 
Upvote 0
So if in October you spent $5 and November you spent $5, Novembers cumulative amounts is $10 and so on.
So I didn't understand your example.

In your image the "I" column is empty, I suppose that's where you want the result.

So, as I mentioned before, you should give examples with results, and if possible explain a couple of examples so that I can understand what the result you want is.
 
Upvote 0
Give this a try, put it in I2 and copy it down.

Excel Formula:
=H2-IFERROR(LOOKUP(2,1/($E$1:E1=E2),$H$1:H1),0)
 
Upvote 0

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