One way using a helper column:-
Insert a Column next to Column V and type the following formula and copy
down
=CHOOSE(V1,"q1","q1","q1","q2","q2","q2","q3","q3" ,"q3","q4","q4","q4")
Then sort it by Column CM and then by column W
Go to data subtotal and do a sum first by Column CM and then again by
column W (during second subtotal remove the replace current .. check box)

"Jeannette" wrote in message
...
How can I do the following formula: I want to pull out
the person's initial(column CM)then give me the quarter
months 1,2,3=1Q; 4,5,6=2Q; 7,8,9=3Q; 10,11,12=4Q (column
V) for that person then give me the sum of column AJ.
I'm trying to breakdown a figure (column AJ) by quarters.

Any assistance would be greatly appreciated!!

Column AJ: Column V: Column CM:
$6,200,395.00 3 RD
$456,994.00 7 KT
$9,763,383.00 1 LR
$8,451,888.00 4 RD
$8,789,548.00 5 KT