Need to figure out a way to pull data based on a dynamic date range

tatarrific

New Member
Joined
Feb 26, 2021
Messages
2
Office Version
  1. 2016
Platform
  1. Windows
Hi all - total newbie, need help please.

I was able to figure out how to create formulas to calculate prorated salary per month based on start/end dates, but am stumped on the next step. I want to be able to filter the totals for date ranges, so that I can say, show me salary totals from 1/1-6/30 only, or from 9/30-12/31 only. I thought there'd be an easy way to do it through a pivot, but maybe there's a better way to do it with a formula? Any help most appreciated.


Data.xlsx
ABCDEFGHIJKLMNOPQRST
1Fiscal Year Start Date1/1/2021
2Fiscal Year End Date12/31/2021
3COLA1.50%222222222222
4Name Start DateEnd DateAnnual SalaryCOLASalary AdjustmentTotal SalaryJanuary-21February-21March-21April-21May-21June-21July-21August-21September-21October-21November-21December-21TOTAL
5Gilbert Frey 1/10/202012/31/2021$50,000$750$50,7504,229.174,229.174,229.174,229.174,229.174,229.174,229.174,229.174,229.174,229.174,229.174,229.1750,750.00
6Aaliyah Henry 5/1/202112/31/2021$50,000$750$50,750----4,229.174,229.174,229.174,229.174,229.174,229.174,229.174,229.1733,833.33
7Enrique Spence 1/16/202012/31/2021$51,250$769$2,500$54,5194,543.234,543.234,543.234,543.234,543.234,543.234,543.234,543.234,543.234,543.234,543.234,543.2354,518.75
8Cole Byers 7/28/202012/31/2021$52,400$786$53,1864,432.174,432.174,432.174,432.174,432.174,432.174,432.174,432.174,432.174,432.174,432.174,432.1753,186.00
9Sidney Fischer 12/30/202012/31/2021$56,838$853$57,6914,807.554,807.554,807.554,807.554,807.554,807.554,807.554,807.554,807.554,807.554,807.554,807.5557,690.57
10Keiron Portillo 1/13/201912/31/2021$58,000$870$58,8704,905.834,905.834,905.834,905.834,905.834,905.834,905.834,905.834,905.834,905.834,905.834,905.8358,870.00
11Ruby Parrish 6/23/20199/30/2021$60,000$900$60,9005,075.005,075.005,075.005,075.005,075.005,075.005,075.005,075.005,075.00---45,675.00
12Alana Delacruz 8/15/201912/31/2021$65,000$975$65,9755,497.925,497.925,497.925,497.925,497.925,497.925,497.925,497.925,497.925,497.925,497.925,497.9265,975.00
13Liliana Adams 5/12/202012/31/2021$68,800$1,032$69,8325,819.335,819.335,819.335,819.335,819.335,819.335,819.335,819.335,819.335,819.335,819.335,819.3369,832.00
14Dan Brewer 11/5/202012/31/2021$70,000$1,050$3,500$74,5506,212.506,212.506,212.506,212.506,212.506,212.506,212.506,212.506,212.506,212.506,212.506,212.5074,550.00
15582,288.008,734.326,000.00597,022.3245,522.6945,522.6945,522.6945,522.6949,751.8649,751.8649,751.8649,751.8649,751.8644,676.8644,676.8644,676.86564,880.65
Sheet1
Cell Formulas
RangeFormula
G5:G14G5=SUM(D5:F5)
H5:S14H5=IF(AND($B5<=H$4,$C5>=H$4),($G5/24)*H$3,0)
T5:T14T5=SUM(H5:S5)
C12:C14,C5:C10C5=+$B$2
E5:E14E5=+D5*$B$3
D15:T15D15=SUM(D5:D14)


Also asked here Need to figure out a way to pull data based on a dynamic date range
 
Last edited by a moderator:

Excel Facts

Best way to learn Power Query?
Read M is for (Data) Monkey book by Ken Puls and Miguel Escobar. It is the complete guide to Power Query.
The easiest way to do this is to use SUBTOTAL instead of SUM formula and use Filter to filter your Start and End date. SUM will total hidden columns while SUBTOTAL function ignores it.

Kind regards

Saba
 
Upvote 0
Thank you, Saba! I don't know what I did with the setup of the spreadsheet, but I can't actually figure out how to filter on date - it pulls all the amounts under each month instead. ?‍♀️
 
Upvote 0

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