Since you don't want to use pivot tables, you can accomplish a similar
result by using SUMPRODUCT:

FORMULA (In B2):
=SUMPRODUCT(--(B$1=($B$8:$B$24)),--(DATE(YEAR(B$1),MONTH(B$1),1)<=($B$8:$B$24)),--($A2=($A$8:$A$24)),$C$8:$C$24)

To get an understanding of how this function works you can read this
article: http://www.journalofaccountancy.com/...9/Jul/20091493

Dates in B1 through D1 are month-end dates. If you only want to see the
month on your reports ("January" instead of "Jan-10") you can use custom
formatting:
Format-Cells-Number tab-Custom and in the Type box put "mmmm". If you want
only month and year: "mmm yyyy"

ANSWER:
A B C D E
1 Code Jan-10 Feb-10 Mar-10 Total
2 12345 3 21 38 62
3 12346 3 21 27 51
4 12347 - 7 - 7
Total 6 49 65 120

DATA:
A B C
8 Code Date Amount
9 12345 01/15/10 1
10 12345 01/15/10 2
11 12346 01/15/10 3
12 12346 02/15/10 4
13 12345 02/15/10 5
14 12345 02/15/10 6
15 12347 02/15/10 7
16 12346 02/15/10 8
17 12346 02/15/10 9
18 12345 02/15/10 10
19 12345 03/15/10 11
20 12345 03/15/10 12
21 12346 03/15/10 13
22 12346 03/15/10 14
23 12345 03/15/10 15
TOTAL 120



"Charles" wrote in message
...
I have a sales order spreadsheet that gets updated daily from our ERP
system.
The worksheet has the following columns:
1. Customer code (each customer could have several entries per month)
2. Order date (the current worksheet has two years of history in addition
to
the daily updates)
3. Amount

What I would like to do is make a new worksheet that has the following
columns:
1. Customer code listed once for each customer
2. Total sales summed by month ( so I would have a column for each 2 years
of history and will add each new month)

I know I could do this with a pivot table but for internal company reasons
I
would like to know if anyone can tell me how to do it with a formula.

Thanks in advanced for your help!!!
Charles