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Mercdoodle Mercdoodle is offline
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Default Rolling up a snapshot of data by month

I need to know a way to capture a snapshot of data as of the date entered
into column B each month. The problem is that as items are "Closed", the
report for the previous month's data changes. Here's my report spreadsheet:

A: Month
B: Date Checked
C: Total Submitted to date
D: # Completed at check (date that is entered into column B)
E: % Completed at check

These are rolling totals based on what is entered in the "Data Entry" sheet,
but I do not want them dynamic. I want January's data to stay January's
data, even if something is "Closed" in February (it would then count in
February's totals).

Formulas are as follows:
C: =IF(ISBLANK(B3),"",COUNTIF('Data Entry'!$B$2:$B$2000,"<="&(B3)))
D: =IF(ISBLANK(B3),"",SUMPRODUCT(--('Data
Entry'!$F$2:$F$2000="Closed"),--('Data Entry'!$B$2:$B$2000<=(B3))))
E: =IF(ISBLANK(B3),"",(D3/C3))

Any ideas?