Summarizing bi-weekly data into years

michaeljc70

New Member
Joined
Nov 23, 2015
Messages
4
I have data I exported that has expenses on a bi-weekly basis. It contains 3 years+current year. It looks like this (condensed):

[TABLE="class: grid, width: 500"]
<tbody>[TR]
[TD][/TD]
[TD][TABLE="width: 132"]
<tbody>[TR]
[TD="width: 132"][/TD]
[TD="width: 132"]1/1/2016- 1/15/2016[/TD]
[/TR]
</tbody>[/TABLE]
[/TD]
[TD].....[/TD]
[TD]8/16/2019- 8/31/2019[/TD]
[TD]9/1/2019- 9/15/2019[/TD]
[TD]9/16/2019- 9/25/2019[/TD]
[/TR]
[TR]
[TD]Expense 1[/TD]
[TD]500[/TD]
[TD][/TD]
[TD]300[/TD]
[TD]600[/TD]
[TD]700[/TD]
[/TR]
[TR]
[TD]Expense 2[/TD]
[TD]200[/TD]
[TD][/TD]
[TD]250[/TD]
[TD]225[/TD]
[TD]275[/TD]
[/TR]
[TR]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
</tbody>[/TABLE]

Expected Results
[TABLE="width: 500"]
<tbody>[TR]
[TD][/TD]
[TD]2017[/TD]
[TD]2018[/TD]
[TD]2019[/TD]
[/TR]
[TR]
[TD]Expense 1[/TD]
[TD]xxx[/TD]
[TD]yyy[/TD]
[TD]zzz[/TD]
[/TR]
[TR]
[TD]Expense 2[/TD]
[TD]aaa[/TD]
[TD]bbb[/TD]
[TD]ccc[/TD]
[/TR]
</tbody>[/TABLE]

Note that 2017 would be 9/26/2016-9/25/2017.
What I need is a summary of expenses for the last 3 years. 9/26/2018-9/25/2019, 9/26/2017-9/25/2018 and 9/26/2016-9/25/2017.

I can think of a few ways to do this in a roundabout way, but I am looking for the easiest/most direct. I would probably add a row of formulas that gives each column a year (if it will be used) and then pivot it. Is this the best approach? I will be redoing this frequently with new data so the end date can change but there will always be 3+ years of bi-weekly data.
 

Excel Facts

How to fill five years of quarters?
Type 1Q-2023 in a cell. Grab the fill handle and drag down or right. After 4Q-2023, Excel will jump to 1Q-2024. Dash can be any character.
I added 2 rows.

Row 1 = your dates
B2 =YEAR(DATEVALUE(LEFT(B1,FIND("-",B1)-1)))
B3 =YEAR(DATEVALUE(TRIM(MID(B1,FIND("-",B1)+1,11))))

B12 = 2017, C12 = 2018
A13 = Expense 1
B13 = =SUMIFS(4:4,$2:$2,B$12,$3:$3,B$12)


That SUMS the year if the start and end date are in the year, so may need to be modified
 
Upvote 0

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