Sales figures report using Vlookup ?

[goble]

Hello,

i have these data examples :

Company	Date Invoiced	Services	Invoice Number		Sales Figures
HP	23-Jan-21	Some data	001		8,000.00​
Dell	25-Jan-21	Some data	002		6,000.00​
Microsoft	04-Sep-21	Some data	003		6,000.00​

I want to make reporting for sales figures by month.

That is :

Month	Total Sales Figures
Jan-21	14,000.00
Feb-21	0
Sep-21	6,000.00

I guess this is rather simple but I couldn't find this in the existing threads here.

 

[etaf]

is the month on your summary a DATE formatted as MMM-YY
OR is it text ???
you can use a sumifs()

But would need dates in the summary sheet

=SUMIFS($F$2:$F$4,$B$2:$B$4,">="&A10,$B$2:$B$4,"<="&EOMONTH(A10,0))

Book2
	A	B	C	D	E	F
1	Company	Date Invoiced	Services	Invoice Number		Sales Figures
2	HP	1/23/21	Some data	1		8000
3	Dell	1/25/21	Some data	2		6000
4	Microsoft	9/4/21	Some data	3		6000
5
6
7
8
9	Month	Total Sales Figures
10	Jan-21	14,000.00			14000
11	Feb-21	0			0
12	Sep-21	6,000.00			6000
Sheet1

Cell Formulas
Range	Formula
E10:E12	E10	=SUMIFS($F$2:$F$4,$B$2:$B$4,">="&A10,$B$2:$B$4,"<="&EOMONTH(A10,0))

OR
Note: Images are difficult to see , and also requires that I input all the data myself, which means I may make an error, which is very time consuming, and from my point of view less likely to get a response, if a complicated spreadsheet. Plus we cannot see any of the formulas used.

Therefore -

A good sample workbook has just 10-20 rows of representative data that has been desensitised. The sample layout accurately matches that of your real data. It also has expected results mocked up, worked examples where required, relevant cells highlighted and a few explanatory notes.

This will possibly enable a quicker and more accurate solution for you.

MrExcel has a tool called “XL2BB” that lets you post samples of your data and will allow us to copy/paste your sample data into our Excel spreadsheets, saving a lot of time.

XL2BB - Excel Range to BBCode

Excel 'mini-sheet' in messages - XL2BB Although experts prefer to read your description and question instead of working in your actual file to solve your problem, there are times that it is difficult to explain an issue without providing actual...

www.mrexcel.com

You can also test to see if it works ok, in the "Test Here" forum.

Test Here

Use this forum to test your signature, learn bbcode, smilies, XL2BB, etc. Threads in this forum are automatically deleted after no replies for seven (7) days

www.mrexcel.com

OR if you cannot get XL2BB to work, or have restrictions on your PC

then put the sample spreadsheet onto a share

I only tend to goto OneDrive, Dropbox or google docs , as I'm never certain of other random share sites and possible virus.
Please make sure you have a representative data sample and also that the data has been desensitised, remember this site is open to anyone with internet access to see - so any sensitive / personal data should be removed

Make sure you set any share or google to share to everyone

if you have any issues with XL2BB, then the "About this Board" is the forum to ask questions about XL2BB

About This Board

Discussion of policies, bug reports, how to use it, XL2BB questions, etc.

www.mrexcel.com

 

[goble]

Thank you so much, it works ! Adjusted the column month to a date format for example Jan-21 value is 01-01-2021 (1st Jan 2021)

 

[etaf]

you are welcome