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Kim
 
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Default Create Total based on lookup value

I have a spreadsheet that contains a column for the date (e.g. January 1,
2005) of transaction. In a seperate column I have a total dollar figure for
the transaction.

In a seperate sheet, I would like a lookup finding all transactions that
took place in a particular month (e.g. January) with a total dollar figure
for all transactions during that particular month.

I have tested something like - =OFFSET(A16,MATCH("January",A17:A19, 0),1)
but since the date column contains more information than just the month name
(e.g. date and year) - a value isn't returned and I'm not sure how to create
a running total. I did not have any luck trying to incorporate a wildcard
(e.g. '*') but may be using the wrong syntax. Am I using the correct
function or should I be using a VLookup?

Any suggestions are greatly appreciated. Thank you!


  #2   Report Post  
Bob Phillips
 
Posts: n/a
Default

If you just want the total, use

=SUMPRODUCT(--(TEXT('sheet name'!A2:A20,"mmmm")="January"),'sheet
name'!B2:B20)

--

HTH

RP
(remove nothere from the email address if mailing direct)


"Kim" wrote in message
...
I have a spreadsheet that contains a column for the date (e.g. January 1,
2005) of transaction. In a seperate column I have a total dollar figure

for
the transaction.

In a seperate sheet, I would like a lookup finding all transactions that
took place in a particular month (e.g. January) with a total dollar figure
for all transactions during that particular month.

I have tested something like - =OFFSET(A16,MATCH("January",A17:A19, 0),1)
but since the date column contains more information than just the month

name
(e.g. date and year) - a value isn't returned and I'm not sure how to

create
a running total. I did not have any luck trying to incorporate a wildcard
(e.g. '*') but may be using the wrong syntax. Am I using the correct
function or should I be using a VLookup?

Any suggestions are greatly appreciated. Thank you!




  #3   Report Post  
Kim
 
Posts: n/a
Default

Thank you for your response. I am having trouble getting this to work.
Should I be using SUM instead of SUMPRODUCT? Also, is -- supposed to be an
IF? Thank you for any additional assistance.

Kim

"Bob Phillips" wrote:

If you just want the total, use

=SUMPRODUCT(--(TEXT('sheet name'!A2:A20,"mmmm")="January"),'sheet
name'!B2:B20)

--

HTH

RP
(remove nothere from the email address if mailing direct)


"Kim" wrote in message
...
I have a spreadsheet that contains a column for the date (e.g. January 1,
2005) of transaction. In a seperate column I have a total dollar figure

for
the transaction.

In a seperate sheet, I would like a lookup finding all transactions that
took place in a particular month (e.g. January) with a total dollar figure
for all transactions during that particular month.

I have tested something like - =OFFSET(A16,MATCH("January",A17:A19, 0),1)
but since the date column contains more information than just the month

name
(e.g. date and year) - a value isn't returned and I'm not sure how to

create
a running total. I did not have any luck trying to incorporate a wildcard
(e.g. '*') but may be using the wrong syntax. Am I using the correct
function or should I be using a VLookup?

Any suggestions are greatly appreciated. Thank you!





  #4   Report Post  
Bob Phillips
 
Posts: n/a
Default

No exactly as I gave it to you. Just watch for any wrap-around in the NG.

--

HTH

RP
(remove nothere from the email address if mailing direct)


"Kim" wrote in message
...
Thank you for your response. I am having trouble getting this to work.
Should I be using SUM instead of SUMPRODUCT? Also, is -- supposed to be

an
IF? Thank you for any additional assistance.

Kim

"Bob Phillips" wrote:

If you just want the total, use

=SUMPRODUCT(--(TEXT('sheet name'!A2:A20,"mmmm")="January"),'sheet
name'!B2:B20)

--

HTH

RP
(remove nothere from the email address if mailing direct)


"Kim" wrote in message
...
I have a spreadsheet that contains a column for the date (e.g. January

1,
2005) of transaction. In a seperate column I have a total dollar

figure
for
the transaction.

In a seperate sheet, I would like a lookup finding all transactions

that
took place in a particular month (e.g. January) with a total dollar

figure
for all transactions during that particular month.

I have tested something like - =OFFSET(A16,MATCH("January",A17:A19,

0),1)
but since the date column contains more information than just the

month
name
(e.g. date and year) - a value isn't returned and I'm not sure how to

create
a running total. I did not have any luck trying to incorporate a

wildcard
(e.g. '*') but may be using the wrong syntax. Am I using the correct
function or should I be using a VLookup?

Any suggestions are greatly appreciated. Thank you!







  #5   Report Post  
Kim
 
Posts: n/a
Default

Thank you. It worked perfectly. I didn't know to press Ctrl + Shift + Enter
to tell Excel it was an array formula.

Kim

"Bob Phillips" wrote:

No exactly as I gave it to you. Just watch for any wrap-around in the NG.

--

HTH

RP
(remove nothere from the email address if mailing direct)


"Kim" wrote in message
...
Thank you for your response. I am having trouble getting this to work.
Should I be using SUM instead of SUMPRODUCT? Also, is -- supposed to be

an
IF? Thank you for any additional assistance.

Kim

"Bob Phillips" wrote:

If you just want the total, use

=SUMPRODUCT(--(TEXT('sheet name'!A2:A20,"mmmm")="January"),'sheet
name'!B2:B20)

--

HTH

RP
(remove nothere from the email address if mailing direct)


"Kim" wrote in message
...
I have a spreadsheet that contains a column for the date (e.g. January

1,
2005) of transaction. In a seperate column I have a total dollar

figure
for
the transaction.

In a seperate sheet, I would like a lookup finding all transactions

that
took place in a particular month (e.g. January) with a total dollar

figure
for all transactions during that particular month.

I have tested something like - =OFFSET(A16,MATCH("January",A17:A19,

0),1)
but since the date column contains more information than just the

month
name
(e.g. date and year) - a value isn't returned and I'm not sure how to
create
a running total. I did not have any luck trying to incorporate a

wildcard
(e.g. '*') but may be using the wrong syntax. Am I using the correct
function or should I be using a VLookup?

Any suggestions are greatly appreciated. Thank you!










  #6   Report Post  
Bob Phillips
 
Posts: n/a
Default

You don't need to with that formula.

--

HTH

RP
(remove nothere from the email address if mailing direct)


"Kim" wrote in message
...
Thank you. It worked perfectly. I didn't know to press Ctrl + Shift +

Enter
to tell Excel it was an array formula.

Kim

"Bob Phillips" wrote:

No exactly as I gave it to you. Just watch for any wrap-around in the

NG.

--

HTH

RP
(remove nothere from the email address if mailing direct)


"Kim" wrote in message
...
Thank you for your response. I am having trouble getting this to

work.
Should I be using SUM instead of SUMPRODUCT? Also, is -- supposed to

be
an
IF? Thank you for any additional assistance.

Kim

"Bob Phillips" wrote:

If you just want the total, use

=SUMPRODUCT(--(TEXT('sheet name'!A2:A20,"mmmm")="January"),'sheet
name'!B2:B20)

--

HTH

RP
(remove nothere from the email address if mailing direct)


"Kim" wrote in message
...
I have a spreadsheet that contains a column for the date (e.g.

January
1,
2005) of transaction. In a seperate column I have a total dollar

figure
for
the transaction.

In a seperate sheet, I would like a lookup finding all

transactions
that
took place in a particular month (e.g. January) with a total

dollar
figure
for all transactions during that particular month.

I have tested something like -

=OFFSET(A16,MATCH("January",A17:A19,
0),1)
but since the date column contains more information than just the

month
name
(e.g. date and year) - a value isn't returned and I'm not sure how

to
create
a running total. I did not have any luck trying to incorporate a

wildcard
(e.g. '*') but may be using the wrong syntax. Am I using the

correct
function or should I be using a VLookup?

Any suggestions are greatly appreciated. Thank you!










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