Summarizing Income Statement Data

cnorm

New Member
Joined
Sep 21, 2022
Messages
1
Office Version
  1. 365
Platform
  1. Windows
Hi,

I have income statements from three different companies. My goal is to make a dashboard or snapshot page that shows one of the line items (ie. Revenue) over a specific period which you type in. In the example below, I want a line chart that displays the revenue of Google between the periods Jan-22 and Mar-22 (three total periods):

1663802129779.png


The income statements are in years, quarters, and months (FY'20, Q1'20, Jan-20, etc), all in the top row. Here is an example of the "Google" Tab:

1663802743721.png


I have figured out how to pull the desired company data from each tab by using this formula:

=INDEX(INDIRECT("'"&$D$2&"'!"&"D3:GA1000"),MATCH($D$5,INDIRECT("'"&$D$2&"'!"&"C3:C1000"),0),MATCH(D24,INDIRECT("'"&$D$2&"'!"&"D2:GA2"),0))

However, I cannot figure out how to display a table and/or line chart giving the period ranges I input on the snapshot page. I know they are not in a date format, so I was wondering if I need to use a macro or something to create a data table within the FY, FQ, or month range given by the user in the gray.

Please let me know, as I have been struggling on this forever. Thank you in advance!
 

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