SUM and OFFSET Summary tables

drluke

Active Member
Joined
Apr 17, 2014
Messages
314
Office Version
  1. 365
Platform
  1. Windows
[TABLE="width: 531"]
<colgroup><col width="32" style="width: 24pt; mso-width-source: userset; mso-width-alt: 1170;"> <col width="64" style="width: 48pt;"> <col width="228" style="width: 171pt; mso-width-source: userset; mso-width-alt: 8338;"> <col width="64" style="width: 48pt;" span="6"> <tbody>[TR]
[TD="width: 32, bgcolor: transparent"][/TD]
[TD="width: 292, bgcolor: transparent, colspan: 2"]SUMMARY[/TD]
[TD="width: 64, bgcolor: transparent"][/TD]
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[/TR]
[TR]
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[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=D8D8D8]#D8D8D8[/URL] "]A[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=D8D8D8]#D8D8D8[/URL] "]B[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=D8D8D8]#D8D8D8[/URL] "]C[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=D8D8D8]#D8D8D8[/URL] "]D[/TD]
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[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=D8D8D8]#D8D8D8[/URL] "]F[/TD]
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[/TR]
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[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=D8D8D8]#D8D8D8[/URL] , align: right"]1[/TD]
[TD="bgcolor: transparent"]8-YTD[/TD]
[TD="bgcolor: transparent"]January-August 2018[/TD]
[TD="bgcolor: transparent"][/TD]
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[TD="bgcolor: transparent"]Number[/TD]
[TD="bgcolor: transparent"]Name[/TD]
[TD="bgcolor: transparent"]Bal b/f[/TD]
[TD="bgcolor: transparent"]Sales[/TD]
[TD="bgcolor: transparent"]Returns[/TD]
[TD="bgcolor: transparent"]Adj[/TD]
[TD="bgcolor: transparent"]Total[/TD]
[TD="bgcolor: transparent"][/TD]
[/TR]
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[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=D8D8D8]#D8D8D8[/URL] , align: right"]3[/TD]
[TD="bgcolor: transparent"]101[/TD]
[TD="bgcolor: transparent"]Coventry[/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"] [/TD]
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[/TR]
[TR]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=D8D8D8]#D8D8D8[/URL] , align: right"]4[/TD]
[TD="bgcolor: transparent"]102[/TD]
[TD="bgcolor: transparent"]Liverpool[/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"] [/TD]
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[/TR]
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[TD="bgcolor: transparent"]103[/TD]
[TD="bgcolor: transparent"]Cardiff[/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"] [/TD]
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[TD="width: 676, bgcolor: transparent, colspan: 8"]In a second sheet - DATA2018 - I have 3 tables with data for Jan - Dec for each of Sales, Returns & Adj. I also have a table for opening balances.[/TD]
[/TR]
[TR]
[TD="bgcolor: transparent"][/TD]
[TD="width: 676, bgcolor: transparent, colspan: 8"]A1 is a dropdown from a list. For every month there are 2 selections available in the list: (a) data for the period only; (b) data for the YTD[/TD]
[/TR]
[TR]
[TD="bgcolor: transparent"][/TD]
[TD="width: 676, bgcolor: transparent, colspan: 8"]I want to summarise data in my data tables based on the selection made from the dropdown in A1. [/TD]
[/TR]
[TR]
[TD="bgcolor: transparent"][/TD]
[TD="width: 676, bgcolor: transparent, colspan: 8"]Bal b/f if A1=1: simple lookup to the op balance table[/TD]
[/TR]
[TR]
[TD="bgcolor: transparent"][/TD]
[TD="width: 676, bgcolor: transparent, colspan: 8"]Bal b/f if A1=anything else: opening balance + sum of Sales, Returns & Adj for all prev months for all numbers in A3 down[/TD]
[/TR]
[TR]
[TD="bgcolor: transparent"][/TD]
[TD="width: 676, bgcolor: transparent, colspan: 8"]I won't ever have to calculate opening balances for Sales returns or Adj[/TD]
[/TR]
[TR]
[TD="bgcolor: transparent"][/TD]
[TD="width: 676, bgcolor: transparent, colspan: 8"]For the other 3 types of transactions if eg A1=6, then just show the totals for June from the data sheet, but if A1=6-YTD then I need to show the total of Jan-Jun for each[/TD]
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[TR]
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[TD="width: 676, bgcolor: transparent, colspan: 8"]In my data sheet the data is arranged in tables like this:[/TD]
[/TR]
[TR]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=D8D8D8]#D8D8D8[/URL] "] [/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=D8D8D8]#D8D8D8[/URL] "]A[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=D8D8D8]#D8D8D8[/URL] "]B[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=D8D8D8]#D8D8D8[/URL] "]C[/TD]
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[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=D8D8D8]#D8D8D8[/URL] , align: right"]1[/TD]
[TD="bgcolor: transparent"]Number[/TD]
[TD="bgcolor: transparent"]Name[/TD]
[TD="bgcolor: transparent"]Bal b/f[/TD]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
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[/TR]
[TR]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=D8D8D8]#D8D8D8[/URL] , align: right"]2[/TD]
[TD="bgcolor: transparent"]101[/TD]
[TD="bgcolor: transparent"]Coventry[/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
[/TR]
[TR]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=D8D8D8]#D8D8D8[/URL] , align: right"]3[/TD]
[TD="bgcolor: transparent"]102[/TD]
[TD="bgcolor: transparent"]Liverpool[/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
[/TR]
[TR]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=D8D8D8]#D8D8D8[/URL] , align: right"]4[/TD]
[TD="bgcolor: transparent"]103[/TD]
[TD="bgcolor: transparent"]Cardiff[/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
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[/TR]
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[/TR]
[TR]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"]SALES[/TD]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
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[/TR]
[TR]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=D8D8D8]#D8D8D8[/URL] "] [/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=D8D8D8]#D8D8D8[/URL] "]A[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=D8D8D8]#D8D8D8[/URL] "]B[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=D8D8D8]#D8D8D8[/URL] "]C[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=D8D8D8]#D8D8D8[/URL] "]D[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=D8D8D8]#D8D8D8[/URL] "]E[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=D8D8D8]#D8D8D8[/URL] "]F[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=D8D8D8]#D8D8D8[/URL] "]G[/TD]
[TD="bgcolor: transparent"][/TD]
[/TR]
[TR]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=D8D8D8]#D8D8D8[/URL] , align: right"]105[/TD]
[TD="bgcolor: transparent"]Number[/TD]
[TD="bgcolor: transparent"]Name[/TD]
[TD="bgcolor: transparent, align: right"]Jan-18[/TD]
[TD="bgcolor: transparent, align: right"]Feb-18[/TD]
[TD="bgcolor: transparent, align: right"]Mar-18[/TD]
[TD="bgcolor: transparent, align: right"]Apr-18[/TD]
[TD="bgcolor: transparent, align: right"]May-18[/TD]
[TD="bgcolor: transparent"]etc[/TD]
[/TR]
[TR]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=D8D8D8]#D8D8D8[/URL] , align: right"]106[/TD]
[TD="bgcolor: transparent"]101[/TD]
[TD="bgcolor: transparent"]Coventry[/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"][/TD]
[/TR]
[TR]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=D8D8D8]#D8D8D8[/URL] , align: right"]107[/TD]
[TD="bgcolor: transparent"]102[/TD]
[TD="bgcolor: transparent"]Liverpool[/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"][/TD]
[/TR]
[TR]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=D8D8D8]#D8D8D8[/URL] , align: right"]108[/TD]
[TD="bgcolor: transparent"]103[/TD]
[TD="bgcolor: transparent"]Cardiff[/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"] [/TD]
[TD="bgcolor: transparent"][/TD]
[/TR]
[TR]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
[/TR]
[TR]
[TD="bgcolor: transparent"][/TD]
[TD="width: 676, bgcolor: transparent, colspan: 8"]Returns start at A205 and Adj at A305[/TD]
[/TR]
[TR]
[TD="bgcolor: transparent"][/TD]
[TD="width: 676, bgcolor: transparent, colspan: 8"]I thought that I could use INDEX-MATCH to find the numbers in A2 etc of my summary sheet, and use SUM+OFFSET to fill out the data, but really not sure what the best way is to do this summary.
[/TD]
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</tbody>[/TABLE]
 

Excel Facts

Does the VLOOKUP table have to be sorted?
No! when you are using an exact match, the VLOOKUP table can be in any order. Best-selling items at the top is actually the best.

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