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Jeff Jeff is offline
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Default Use Sum() with variable range

Hi, I have a sales report which needs to sum year-to-date sales by state.
Right now, the information is sitting in a pivot table linked to a live
database... so while my sales report may be for February, the pivot table is
also reporting sales up to the current date (which is often a week or two
into the next month). That means I cannot use the "sales total" reported in
the pivot table... because it will include sales for the current month which
is not part of the report. So what I'm doing now, is linking a "table" to
the pivot report via the SUM() formula. Every month I drag the sum formula
down one more row for EACH STATE! Is there not a way that I could have the
argument of the SUM() function defined such that if the month is March, then
the summed range is defined as the first cell in the range + the next two
cells below... e.g., I could have a table with each month equal to an integer
(Jan, 0, Feb 1, Mar, 2, Apr, 3) and perhaps use VLOOKUP() to pull in the
correct integer by which to grow the range. This may be confusing. I'm
sorry if it is. If there is an entirely easier way to do this please let me
know that as well.

AND the reason I'm not just going into the Pivot Table to restrict it to the
current month is that there are 3 pivot tables per report and 4 reports (one
for each sale representative... and growing)... and I don't want to have to
go in and change each pivot table each month... This is also the first set of
several reports that I'm working on... and I'm trying to make them as
automatic as I can.