Trailing 3 month sales
 

Very simple example of Data I'm working with:

Month Store Sales
1/31/2007 west 400
2/28/2007 west 100
3/31/2007 west 300
4/30/2007 west 500
5/31/2007 west 400
6/30/2007 west 100
7/31/2007 west 300
1/31/2007 east 400
2/28/2007 east 100
3/31/2007 east 300
4/30/2007 east 500
5/31/2007 east 400
6/30/2007 east 100
7/31/2007 east 300

In my formula, I will know the store and I will know the Date. Say east and
5/31/2007. In that case I will want to sum the sales for east for may,
april, and march. (thus the trailing three month sales for east as of may)

In reality I have more criteria columns and need to do trailing 12 months or
more, but a solution to the simple example above will show me the way. I
have built mega Sumproduct formulas where I use date functions to count back
months and add all the results, but the formula's are so long they sometimes
don't fit in a cell.

Any ideas? If it helps I can nest an offset into the formula that contains
the values of may april and march from a seperate table of dates, but I
havn't figured out how to use that to my advantage or if that is even the
right approach.

Trailing 3 month sales
 

In reality I have more criteria columns and need to do trailing 12 months or
more, but a solution to the simple example above will show me the way. I

Define "or more"

Tyro

"Aaron" wrote in message
...
Very simple example of Data I'm working with:

Month Store Sales
1/31/2007 west 400
2/28/2007 west 100
3/31/2007 west 300
4/30/2007 west 500
5/31/2007 west 400
6/30/2007 west 100
7/31/2007 west 300
1/31/2007 east 400
2/28/2007 east 100
3/31/2007 east 300
4/30/2007 east 500
5/31/2007 east 400
6/30/2007 east 100
7/31/2007 east 300

In my formula, I will know the store and I will know the Date. Say east
and
5/31/2007. In that case I will want to sum the sales for east for may,
april, and march. (thus the trailing three month sales for east as of may)

In reality I have more criteria columns and need to do trailing 12 months
or
more, but a solution to the simple example above will show me the way. I
have built mega Sumproduct formulas where I use date functions to count
back
months and add all the results, but the formula's are so long they
sometimes
don't fit in a cell.

Any ideas? If it helps I can nest an offset into the formula that
contains
the values of may april and march from a seperate table of dates, but I
havn't figured out how to use that to my advantage or if that is even the
right approach.

Trailing 3 month sales
 

Hi Tyro, thanks for the response. In the formula I'm looking for it would not
matter. I'm hoping there is a formula where the syntax is similiar wheather
I go back three months or 12 months. For example, I can load up an offset
array with 3 dates or 12 dates or 50 dates with only slight variations. I'm
just not sure how to get to my goal?

"Tyro" wrote:

In reality I have more criteria columns and need to do trailing 12 months or
more, but a solution to the simple example above will show me the way. I

Define "or more"

Tyro

"Aaron" wrote in message
...
Very simple example of Data I'm working with:

Month Store Sales
1/31/2007 west 400
2/28/2007 west 100
3/31/2007 west 300
4/30/2007 west 500
5/31/2007 west 400
6/30/2007 west 100
7/31/2007 west 300
1/31/2007 east 400
2/28/2007 east 100
3/31/2007 east 300
4/30/2007 east 500
5/31/2007 east 400
6/30/2007 east 100
7/31/2007 east 300

In my formula, I will know the store and I will know the Date. Say east
and
5/31/2007. In that case I will want to sum the sales for east for may,
april, and march. (thus the trailing three month sales for east as of may)

In reality I have more criteria columns and need to do trailing 12 months
or
more, but a solution to the simple example above will show me the way. I
have built mega Sumproduct formulas where I use date functions to count
back
months and add all the results, but the formula's are so long they
sometimes
don't fit in a cell.

Any ideas? If it helps I can nest an offset into the formula that
contains
the values of may april and march from a seperate table of dates, but I
havn't figured out how to use that to my advantage or if that is even the
right approach.

Trailing 3 month sales
 

Try this. I named your Month entries as Dates, Store entries as Stores and
Sales entries as Sales. In E1 I put an ending date, for example, any day in
May 2007 which the formula extends to the last day of May. In E2 I put a
number indicating the number of months to include - for example 3, which
means May, April and March. In E2 I put a store - east. Then in E4 I put the
formula
=SUMPRODUCT(--(Dates=EOMONTH(E1,-E2)+1),--(Dates<=EOMONTH(E1,0)),--(Stores=E3),Sales).
The formula includes sales from March 1, 2007 through May 31, 2007 and
produces the answer 1200. You may go back as many months as you please. This
formula requires that the Analysis Toolpak add-in be present in versions of
Excel prior to Excel 2007. Will this help?

Tyro

"Aaron" wrote in message
...
Very simple example of Data I'm working with:

Month Store Sales
1/31/2007 west 400
2/28/2007 west 100
3/31/2007 west 300
4/30/2007 west 500
5/31/2007 west 400
6/30/2007 west 100
7/31/2007 west 300
1/31/2007 east 400
2/28/2007 east 100
3/31/2007 east 300
4/30/2007 east 500
5/31/2007 east 400
6/30/2007 east 100
7/31/2007 east 300

In my formula, I will know the store and I will know the Date. Say east
and
5/31/2007. In that case I will want to sum the sales for east for may,
april, and march. (thus the trailing three month sales for east as of may)

In reality I have more criteria columns and need to do trailing 12 months
or
more, but a solution to the simple example above will show me the way. I
have built mega Sumproduct formulas where I use date functions to count
back
months and add all the results, but the formula's are so long they
sometimes
don't fit in a cell.

Any ideas? If it helps I can nest an offset into the formula that
contains
the values of may april and march from a seperate table of dates, but I
havn't figured out how to use that to my advantage or if that is even the
right approach.

Trailing 3 month sales
 

Correction: "In E2 I put a store - east" should read "In E3 I put a store -
east". I can read the post a hundred times and not see the error until I
have posted.

Tyro

"Tyro" wrote in message
. ..
Try this. I named your Month entries as Dates, Store entries as Stores
and Sales entries as Sales. In E1 I put an ending date, for example, any
day in May 2007 which the formula extends to the last day of May. In E2 I
put a number indicating the number of months to include - for example 3,
which means May, April and March. In E2 I put a store - east. Then in E4 I
put the formula
=SUMPRODUCT(--(Dates=EOMONTH(E1,-E2)+1),--(Dates<=EOMONTH(E1,0)),--(Stores=E3),Sales).
The formula includes sales from March 1, 2007 through May 31, 2007 and
produces the answer 1200. You may go back as many months as you please.
This formula requires that the Analysis Toolpak add-in be present in
versions of Excel prior to Excel 2007. Will this help?

Tyro

"Aaron" wrote in message
...
Very simple example of Data I'm working with:

Month Store Sales
1/31/2007 west 400
2/28/2007 west 100
3/31/2007 west 300
4/30/2007 west 500
5/31/2007 west 400
6/30/2007 west 100
7/31/2007 west 300
1/31/2007 east 400
2/28/2007 east 100
3/31/2007 east 300
4/30/2007 east 500
5/31/2007 east 400
6/30/2007 east 100
7/31/2007 east 300

In my formula, I will know the store and I will know the Date. Say east
and
5/31/2007. In that case I will want to sum the sales for east for may,
april, and march. (thus the trailing three month sales for east as of
may)

In reality I have more criteria columns and need to do trailing 12 months
or
more, but a solution to the simple example above will show me the way. I
have built mega Sumproduct formulas where I use date functions to count
back
months and add all the results, but the formula's are so long they
sometimes
don't fit in a cell.

Any ideas? If it helps I can nest an offset into the formula that
contains
the values of may april and march from a seperate table of dates, but I
havn't figured out how to use that to my advantage or if that is even the
right approach.

Trailing 3 month sales
 

Too Good! Better than perfect! But please do tell??? I know how Sum
product works as a sumif, 1s for true, 0s for false with any 0 killing the
row to a zero because 0 times anything is zero.

But you don't multiply anything? And what does -- do?

Again, great formula, thanks so much!

"Tyro" wrote:

Correction: "In E2 I put a store - east" should read "In E3 I put a store -
east". I can read the post a hundred times and not see the error until I
have posted.

Tyro

"Tyro" wrote in message
. ..
Try this. I named your Month entries as Dates, Store entries as Stores
and Sales entries as Sales. In E1 I put an ending date, for example, any
day in May 2007 which the formula extends to the last day of May. In E2 I
put a number indicating the number of months to include - for example 3,
which means May, April and March. In E2 I put a store - east. Then in E4 I
put the formula
=SUMPRODUCT(--(Dates=EOMONTH(E1,-E2)+1),--(Dates<=EOMONTH(E1,0)),--(Stores=E3),Sales).
The formula includes sales from March 1, 2007 through May 31, 2007 and
produces the answer 1200. You may go back as many months as you please.
This formula requires that the Analysis Toolpak add-in be present in
versions of Excel prior to Excel 2007. Will this help?

Tyro

"Aaron" wrote in message
...
Very simple example of Data I'm working with:

Month Store Sales
1/31/2007 west 400
2/28/2007 west 100
3/31/2007 west 300
4/30/2007 west 500
5/31/2007 west 400
6/30/2007 west 100
7/31/2007 west 300
1/31/2007 east 400
2/28/2007 east 100
3/31/2007 east 300
4/30/2007 east 500
5/31/2007 east 400
6/30/2007 east 100
7/31/2007 east 300

In my formula, I will know the store and I will know the Date. Say east
and
5/31/2007. In that case I will want to sum the sales for east for may,
april, and march. (thus the trailing three month sales for east as of
may)

In reality I have more criteria columns and need to do trailing 12 months
or
more, but a solution to the simple example above will show me the way. I
have built mega Sumproduct formulas where I use date functions to count
back
months and add all the results, but the formula's are so long they
sometimes
don't fit in a cell.

Any ideas? If it helps I can nest an offset into the formula that
contains
the values of may april and march from a seperate table of dates, but I
havn't figured out how to use that to my advantage or if that is even the
right approach.

Trailing 3 month sales
 

If you have Excel 2007 you can also use:
=SUMIFS(Sales,Dates,"="&EOMONTH(E1,-E2)+1,Dates,"<="&EOMONTH(E1,0),Stores,E3)

Tyro

"Aaron" wrote in message
...
Very simple example of Data I'm working with:

Month Store Sales
1/31/2007 west 400
2/28/2007 west 100
3/31/2007 west 300
4/30/2007 west 500
5/31/2007 west 400
6/30/2007 west 100
7/31/2007 west 300
1/31/2007 east 400
2/28/2007 east 100
3/31/2007 east 300
4/30/2007 east 500
5/31/2007 east 400
6/30/2007 east 100
7/31/2007 east 300

In my formula, I will know the store and I will know the Date. Say east
and
5/31/2007. In that case I will want to sum the sales for east for may,
april, and march. (thus the trailing three month sales for east as of may)

In reality I have more criteria columns and need to do trailing 12 months
or
more, but a solution to the simple example above will show me the way. I
have built mega Sumproduct formulas where I use date functions to count
back
months and add all the results, but the formula's are so long they
sometimes
don't fit in a cell.

Any ideas? If it helps I can nest an offset into the formula that
contains
the values of may april and march from a seperate table of dates, but I
havn't figured out how to use that to my advantage or if that is even the
right approach.

Trailing 3 month sales
 

The comparisons produce TRUE or FALSE as a result. One of the minuses,
coerces Excel to convert TRUE to -1 and FALSE to 0. The second minus changes
the signs so TRUE becomes 1 and False becomes 0. Then the comparisons are
multiplied with the sales. So if all 3 conditions are met then we have 1 * 1
* 1 * sales equals sales. All other combinations produce 0. Then after the
multiplcations are done, the products are summed. You can step through the
formula using the formula evaluator.

Tyro.

"Aaron" wrote in message
...
Too Good! Better than perfect! But please do tell??? I know how Sum
product works as a sumif, 1s for true, 0s for false with any 0 killing the
row to a zero because 0 times anything is zero.

But you don't multiply anything? And what does -- do?

Again, great formula, thanks so much!

"Tyro" wrote:

Correction: "In E2 I put a store - east" should read "In E3 I put a
store -
east". I can read the post a hundred times and not see the error until I
have posted.

Tyro

"Tyro" wrote in message
. ..
Try this. I named your Month entries as Dates, Store entries as Stores
and Sales entries as Sales. In E1 I put an ending date, for example,
any
day in May 2007 which the formula extends to the last day of May. In E2
I
put a number indicating the number of months to include - for example
3,
which means May, April and March. In E2 I put a store - east. Then in
E4 I
put the formula
=SUMPRODUCT(--(Dates=EOMONTH(E1,-E2)+1),--(Dates<=EOMONTH(E1,0)),--(Stores=E3),Sales).
The formula includes sales from March 1, 2007 through May 31, 2007 and
produces the answer 1200. You may go back as many months as you please.
This formula requires that the Analysis Toolpak add-in be present in
versions of Excel prior to Excel 2007. Will this help?

Tyro

"Aaron" wrote in message
...
Very simple example of Data I'm working with:

Month Store Sales
1/31/2007 west 400
2/28/2007 west 100
3/31/2007 west 300
4/30/2007 west 500
5/31/2007 west 400
6/30/2007 west 100
7/31/2007 west 300
1/31/2007 east 400
2/28/2007 east 100
3/31/2007 east 300
4/30/2007 east 500
5/31/2007 east 400
6/30/2007 east 100
7/31/2007 east 300

In my formula, I will know the store and I will know the Date. Say
east
and
5/31/2007. In that case I will want to sum the sales for east for
may,
april, and march. (thus the trailing three month sales for east as of
may)

In reality I have more criteria columns and need to do trailing 12
months
or
more, but a solution to the simple example above will show me the way.
I
have built mega Sumproduct formulas where I use date functions to
count
back
months and add all the results, but the formula's are so long they
sometimes
don't fit in a cell.

Any ideas? If it helps I can nest an offset into the formula that
contains
the values of may april and march from a seperate table of dates, but
I
havn't figured out how to use that to my advantage or if that is even
the
right approach.

Trailing 3 month sales
 

Yet another variation
=SUMPRODUCT((Dates=EOMONTH(E1,-E2)+1)*(Dates<=EOMONTH(E1,0))*(Stores=E3)*Sales).
Here there is no need for the "--" as the "*" coerces the conversion of
TRUE, FALSE to 1 and 0.

Tyro

"Aaron" wrote in message
...
Very simple example of Data I'm working with:

Month Store Sales
1/31/2007 west 400
2/28/2007 west 100
3/31/2007 west 300
4/30/2007 west 500
5/31/2007 west 400
6/30/2007 west 100
7/31/2007 west 300
1/31/2007 east 400
2/28/2007 east 100
3/31/2007 east 300
4/30/2007 east 500
5/31/2007 east 400
6/30/2007 east 100
7/31/2007 east 300

In my formula, I will know the store and I will know the Date. Say east
and
5/31/2007. In that case I will want to sum the sales for east for may,
april, and march. (thus the trailing three month sales for east as of may)

In reality I have more criteria columns and need to do trailing 12 months
or
more, but a solution to the simple example above will show me the way. I
have built mega Sumproduct formulas where I use date functions to count
back
months and add all the results, but the formula's are so long they
sometimes
don't fit in a cell.

Any ideas? If it helps I can nest an offset into the formula that
contains
the values of may april and march from a seperate table of dates, but I
havn't figured out how to use that to my advantage or if that is even the
right approach.

Trailing 3 month sales
 

Take a look at this site:
http://www.xldynamic.com/source/xld.SUMPRODUCT.html

BTW, SUMPRODUCT can do more than multiply. It can also do other things like
division, addition, subtraction and exponentiation. For example A1 = 1, A2 =
2, A3 = 3, B1 = 2, B2 = 2, B3 =2.

=SUMPRODUCT(A1:A3/B1:B3) = 3
=SUMPRODUCT(A1:A3+B1:B3) = 12
=SUMPRODUCT(A1:A3-B1:B3) = 0
=SUMPRODUCT(A1:A3^B1:B3) = 14

Tyro


"Aaron" wrote in message
...
Very simple example of Data I'm working with:

Month Store Sales
1/31/2007 west 400
2/28/2007 west 100
3/31/2007 west 300
4/30/2007 west 500
5/31/2007 west 400
6/30/2007 west 100
7/31/2007 west 300
1/31/2007 east 400
2/28/2007 east 100
3/31/2007 east 300
4/30/2007 east 500
5/31/2007 east 400
6/30/2007 east 100
7/31/2007 east 300

In my formula, I will know the store and I will know the Date. Say east
and
5/31/2007. In that case I will want to sum the sales for east for may,
april, and march. (thus the trailing three month sales for east as of may)

In reality I have more criteria columns and need to do trailing 12 months
or
more, but a solution to the simple example above will show me the way. I
have built mega Sumproduct formulas where I use date functions to count
back
months and add all the results, but the formula's are so long they
sometimes
don't fit in a cell.

Any ideas? If it helps I can nest an offset into the formula that
contains
the values of may april and march from a seperate table of dates, but I
havn't figured out how to use that to my advantage or if that is even the
right approach.