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SUMIF - Pivot table and months
Hi all
I am working on a dashboard for management reporting and got stuck on my cumulative totals. I have exported the data from my accountancy software and thrown it in a pivot in the following format Date (initial data in dd/mm/yy but then grouped by month) Jan Feb Mar ... Acc number [Sum of transaction] Now, on my dashboard I need an interactive cumulative total so I wrote the following: Cell A1 "<- this is a filter drop down menu - format can be" (Select March/Mar/3 (format is flexible) = cumulative to the end of March) Cell A2 =SUMIF("month range in pivot table","<="&A1,"Acc number transaction range") The problem is the criteria field doesn't appear to work, any ideas?? Thanks!! |
#2
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SUMIF - Pivot table and months
You could use a GetPivotData formula instead, as described he
http://www.contextures.com/xlPivot06.html Use a cell reference in the formula, that links to a cell with the month number. Chris wrote: Hi all I am working on a dashboard for management reporting and got stuck on my cumulative totals. I have exported the data from my accountancy software and thrown it in a pivot in the following format Date (initial data in dd/mm/yy but then grouped by month) Jan Feb Mar ... Acc number [Sum of transaction] Now, on my dashboard I need an interactive cumulative total so I wrote the following: Cell A1 "<- this is a filter drop down menu - format can be" (Select March/Mar/3 (format is flexible) = cumulative to the end of March) Cell A2 =SUMIF("month range in pivot table","<="&A1,"Acc number transaction range") The problem is the criteria field doesn't appear to work, any ideas?? Thanks!! -- Debra Dalgleish Contextures http://www.contextures.com/tiptech.html |
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