How to pull data for quarterly and annually information?

[ishpahuja]

Hi friends

I am struggling to build a dashboard which shows quarterly and annual results side by side.
I have my detailed sales information in another sheet like this:
Column A Column B to Column AZ
# of Referrals Month wise data (i.e. the # of referrals received in each month starting May 2019 until Jul 23)
# of converted clients Same format as above
Cumulative clients Sum of total clients till a particular month in that column

I have the modeled the top 4 rows (column B onward) as follows:
Month no. (1,2,3,4...... May 2019 being 1)
Month (01-May-2019, 01-Jun-2019 and so on)
Quarter (Q3F19 for May 2019, Q3F19 for Jun 2019 - Text manually entered)
Financial Year (2019 until Oct 2019, 2020 for next 12 months and so on)

Now, on the dashboard, I am trying to get the quarterly and annual information rolled up but I can't seem to have come up with a single formula in cell which I can drag right. This is what I am looking for?

Column B onwards (Q3F19, Q4 F19, FY2019, Q1F20....FY2020, FY2021, FY2022, FY2023)
# of Referrals
# of converted clients
Cumulative clients

Please guide how can I do that? I can share the model if that is more convenient.
Thanks in anticipation.