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-   -   sumif to aggregate month to quarter (https://www.excelbanter.com/excel-worksheet-functions/253860-sumif-aggregate-month-quarter.html)

Renegade

sumif to aggregate month to quarter
 
I have some monthly data in one sheet which I wish to transfer and aggregate
to another sheet at a quarterly level. I couldn't figure out if sumif
function would work here, or is any other methods? E.g.
sheet 1 contains (and continue for many years):
Jan-01 Feb-01 Mar-01 Apr-01 May-01 Jun-01 Jul-01 Aug-01

sheet 2 contains (and continue for many years):
1Q01 2Q01 3Q01

Thanks

Stefi

sumif to aggregate month to quarter
 
If data to be summed are in row2, sheet1, then

=SUM(OFFSET(Sheet1!$A2,0,(LEFT(A1)*3-3)+(RIGHT(A1,2)-1)*12,1,3))

provided that years really begin with 01.

--
Regards!
Stefi



€žrenegade€ť ezt Ă*rta:

I have some monthly data in one sheet which I wish to transfer and aggregate
to another sheet at a quarterly level. I couldn't figure out if sumif
function would work here, or is any other methods? E.g.
sheet 1 contains (and continue for many years):
Jan-01 Feb-01 Mar-01 Apr-01 May-01 Jun-01 Jul-01 Aug-01

sheet 2 contains (and continue for many years):
1Q01 2Q01 3Q01

Thanks


Renegade

sumif to aggregate month to quarter
 
Stefi

Many thanks for your reply. I want some flexibility, so the "2001" was
simply an example... is there a function which allows you to transfer and
aggregate the data?
say data under Jan-99, Feb-99 and Mar-99 would be automatically included
under 1Q99 in another sheet? Thanks!

"Stefi" wrote:

If data to be summed are in row2, sheet1, then

=SUM(OFFSET(Sheet1!$A2,0,(LEFT(A1)*3-3)+(RIGHT(A1,2)-1)*12,1,3))

provided that years really begin with 01.

--
Regards!
Stefi



€žrenegade€ť ezt Ă*rta:

I have some monthly data in one sheet which I wish to transfer and aggregate
to another sheet at a quarterly level. I couldn't figure out if sumif
function would work here, or is any other methods? E.g.
sheet 1 contains (and continue for many years):
Jan-01 Feb-01 Mar-01 Apr-01 May-01 Jun-01 Jul-01 Aug-01

sheet 2 contains (and continue for many years):
1Q01 2Q01 3Q01

Thanks


Renegade

sumif to aggregate month to quarter
 
Many thanks for your reply. What I need would be some flexibility, so the
"2001" was simply an example... so I would need a function which allows me to
aggregate monthly data from one sheet to qrtly data in another... so Jan,
Feb, and Mar-99 data would be summed up as 1Q-99 data in a separate sheet...
thanks!

"Stefi" wrote:

If data to be summed are in row2, sheet1, then

=SUM(OFFSET(Sheet1!$A2,0,(LEFT(A1)*3-3)+(RIGHT(A1,2)-1)*12,1,3))

provided that years really begin with 01.

--
Regards!
Stefi



€žrenegade€ť ezt Ă*rta:

I have some monthly data in one sheet which I wish to transfer and aggregate
to another sheet at a quarterly level. I couldn't figure out if sumif
function would work here, or is any other methods? E.g.
sheet 1 contains (and continue for many years):
Jan-01 Feb-01 Mar-01 Apr-01 May-01 Jun-01 Jul-01 Aug-01

sheet 2 contains (and continue for many years):
1Q01 2Q01 3Q01

Thanks


Herbert Seidenberg

sumif to aggregate month to quarter
 
Excel 2007 PivotTable
Consolidate monthly, quarterly data for multiple years.
Quite flexible.
http://c0444202.cdn.cloudfiles.racks.../01_20_10.xlsx

Stefi[_2_]

sumif to aggregate month to quarter
 
On Jan 20, 4:18*pm, renegade
wrote:
Many thanks for your reply. What I need would be some flexibility, so the
"2001" was simply an example... so I would need a function which allows me to
aggregate monthly data from one sheet to qrtly data in another... so Jan,
Feb, and Mar-99 data would be summed up as 1Q-99 data in a separate sheet....
thanks!



"Stefi" wrote:
If data to be summed are in row2, sheet1, then


=SUM(OFFSET(Sheet1!$A2,0,(LEFT(A1)*3-3)+(RIGHT(A1,2)-1)*12,1,3))


provided that years really begin with 01.


--
Regards!
Stefi


„renegade” ezt írta:


I have some monthly data in one sheet which I wish to transfer and aggregate
to another sheet at a quarterly level. I couldn't figure out if sumif
function would work here, or is any other methods? E.g.
sheet 1 contains (and continue for many years):
Jan-01 * * * *Feb-01 *Mar-01 *Apr-01 *May-01 *Jun-01 *Jul-01 *Aug-01 *


sheet 2 contains (and continue for many years):
1Q01 *2Q01 * *3Q01


Thanks- Hide quoted text -


- Show quoted text -


Try this modified version:

=SUM(OFFSET(Munka1!$A2,0,(LEFT(A1)*3-3)+MATCH("*"&RIGHT(A1,2),Munka1!
1:1,0)-1,1,3))

Regards,
Stefi

Renegade

sumif to aggregate month to quarter
 
Thanks. But it doesn't seem to work - I guess Jan-99, Feb-99, etc are
recognized as date rather than text. Would you think I could send you the
file by email for you to have a look? Thanks



"Stefi" wrote:

On Jan 20, 4:18 pm, renegade
wrote:
Many thanks for your reply. What I need would be some flexibility, so the
"2001" was simply an example... so I would need a function which allows me to
aggregate monthly data from one sheet to qrtly data in another... so Jan,
Feb, and Mar-99 data would be summed up as 1Q-99 data in a separate sheet....
thanks!



"Stefi" wrote:
If data to be summed are in row2, sheet1, then


=SUM(OFFSET(Sheet1!$A2,0,(LEFT(A1)*3-3)+(RIGHT(A1,2)-1)*12,1,3))


provided that years really begin with 01.


--
Regards!
Stefi


€žrenegade€ť ezt Ă*rta:


I have some monthly data in one sheet which I wish to transfer and aggregate
to another sheet at a quarterly level. I couldn't figure out if sumif
function would work here, or is any other methods? E.g.
sheet 1 contains (and continue for many years):
Jan-01 Feb-01 Mar-01 Apr-01 May-01 Jun-01 Jul-01 Aug-01


sheet 2 contains (and continue for many years):
1Q01 2Q01 3Q01


Thanks- Hide quoted text -


- Show quoted text -


Try this modified version:

=SUM(OFFSET(Munka1!$A2,0,(LEFT(A1)*3-3)+MATCH("*"&RIGHT(A1,2),Munka1!
1:1,0)-1,1,3))

Regards,
Stefi
.


Renegade

sumif to aggregate month to quarter
 
I have placed part of the document on the following link:
http://home.drewry.co.uk/pdf/Book1.xml
In Cell D2 of the Qrtly Sheet, is there a formula to aggregate the 3 months
data from the Mthly sheet, which I can copy across the whole row (Row 2 in
Qrtly)? Thank you!

"Stefi" wrote:

On Jan 20, 4:18 pm, renegade
wrote:
Many thanks for your reply. What I need would be some flexibility, so the
"2001" was simply an example... so I would need a function which allows me to
aggregate monthly data from one sheet to qrtly data in another... so Jan,
Feb, and Mar-99 data would be summed up as 1Q-99 data in a separate sheet....
thanks!



"Stefi" wrote:
If data to be summed are in row2, sheet1, then


=SUM(OFFSET(Sheet1!$A2,0,(LEFT(A1)*3-3)+(RIGHT(A1,2)-1)*12,1,3))


provided that years really begin with 01.


--
Regards!
Stefi


€žrenegade€ť ezt Ă*rta:


I have some monthly data in one sheet which I wish to transfer and aggregate
to another sheet at a quarterly level. I couldn't figure out if sumif
function would work here, or is any other methods? E.g.
sheet 1 contains (and continue for many years):
Jan-01 Feb-01 Mar-01 Apr-01 May-01 Jun-01 Jul-01 Aug-01


sheet 2 contains (and continue for many years):
1Q01 2Q01 3Q01


Thanks- Hide quoted text -


- Show quoted text -


Try this modified version:

=SUM(OFFSET(Munka1!$A2,0,(LEFT(A1)*3-3)+MATCH("*"&RIGHT(A1,2),Munka1!
1:1,0)-1,1,3))

Regards,
Stefi
.


Renegade

sumif to aggregate month to quarter
 
I have laid out the data in an exmple (follow the link please):
http://home.drewry.co.uk/pdf/Book1.xml

So what formula can be used in D2 in qrtly sheet, to calculate the sum of
the 3 monthly data contained in D2-F2 in the Mthly sheet, and this formula
can be copied across the entire Row 2 of the Qrtly sheet? Thanks!


"Stefi" wrote:

On Jan 20, 4:18 pm, renegade
wrote:
Many thanks for your reply. What I need would be some flexibility, so the
"2001" was simply an example... so I would need a function which allows me to
aggregate monthly data from one sheet to qrtly data in another... so Jan,
Feb, and Mar-99 data would be summed up as 1Q-99 data in a separate sheet....
thanks!



"Stefi" wrote:
If data to be summed are in row2, sheet1, then


=SUM(OFFSET(Sheet1!$A2,0,(LEFT(A1)*3-3)+(RIGHT(A1,2)-1)*12,1,3))


provided that years really begin with 01.


--
Regards!
Stefi


€žrenegade€ť ezt Ă*rta:


I have some monthly data in one sheet which I wish to transfer and aggregate
to another sheet at a quarterly level. I couldn't figure out if sumif
function would work here, or is any other methods? E.g.
sheet 1 contains (and continue for many years):
Jan-01 Feb-01 Mar-01 Apr-01 May-01 Jun-01 Jul-01 Aug-01


sheet 2 contains (and continue for many years):
1Q01 2Q01 3Q01


Thanks- Hide quoted text -


- Show quoted text -


Try this modified version:

=SUM(OFFSET(Munka1!$A2,0,(LEFT(A1)*3-3)+MATCH("*"&RIGHT(A1,2),Munka1!
1:1,0)-1,1,3))

Regards,
Stefi
.


Stefi[_2_]

sumif to aggregate month to quarter
 
On Jan 21, 5:51*pm, renegade
wrote:
I have laid out the data in an exmple (follow the link please):http://home.drewry.co.uk/pdf/Book1.xml

So what formula can be used in D2 in qrtly sheet, to calculate the sum of
the 3 monthly data contained in D2-F2 in the Mthly sheet, and this formula
can be copied across the entire Row 2 of the Qrtly sheet? Thanks!



"Stefi" wrote:
On Jan 20, 4:18 pm, renegade
wrote:
Many thanks for your reply. What I need would be some flexibility, so the
"2001" was simply an example... so I would need a function which allows me to
aggregate monthly data from one sheet to qrtly data in another... so Jan,
Feb, and Mar-99 data would be summed up as 1Q-99 data in a separate sheet....
thanks!


"Stefi" wrote:
If data to be summed are in row2, sheet1, then


=SUM(OFFSET(Sheet1!$A2,0,(LEFT(A1)*3-3)+(RIGHT(A1,2)-1)*12,1,3))


provided that years really begin with 01.


--
Regards!
Stefi


„renegade” ezt írta:


I have some monthly data in one sheet which I wish to transfer and aggregate
to another sheet at a quarterly level. I couldn't figure out if sumif
function would work here, or is any other methods? E.g.
sheet 1 contains (and continue for many years):
Jan-01 * * * *Feb-01 *Mar-01 *Apr-01 *May-01 *Jun-01 *Jul-01 *Aug-01 *


sheet 2 contains (and continue for many years):
1Q01 *2Q01 * *3Q01


Thanks- Hide quoted text -


- Show quoted text -


Try this modified version:


=SUM(OFFSET(Munka1!$A2,0,(LEFT(A1)*3-3)+MATCH("*"&RIGHT(A1,2),Munka1!
1:1,0)-1,1,3))


Regards,
Stefi
.- Hide quoted text -


- Show quoted text -


In D2:

=SUM(OFFSET(mthly!$A2,0,MATCH(DATEVALUE(LEFT(D$1)* 3-2&"/1/"&RIGHT(D
$1,2)),mthly!$1:$1,0)-1,1,3))

Watch the DATEVALUE part of the formula, it depends on your Regional
settings. This formula matches US setting, adjust if you have another
one!

Regards,
Stefi

Renegade

sumif to aggregate month to quarter
 
Thanks; my system doesn't seem to be the US setting. Could you kindly tell me
where to change the setting? Will this affect my other calculations, since
the users will be UK based?

"Stefi" wrote:

On Jan 21, 5:51 pm, renegade
wrote:
I have laid out the data in an exmple (follow the link please):http://home.drewry.co.uk/pdf/Book1.xml

So what formula can be used in D2 in qrtly sheet, to calculate the sum of
the 3 monthly data contained in D2-F2 in the Mthly sheet, and this formula
can be copied across the entire Row 2 of the Qrtly sheet? Thanks!



"Stefi" wrote:
On Jan 20, 4:18 pm, renegade
wrote:
Many thanks for your reply. What I need would be some flexibility, so the
"2001" was simply an example... so I would need a function which allows me to
aggregate monthly data from one sheet to qrtly data in another... so Jan,
Feb, and Mar-99 data would be summed up as 1Q-99 data in a separate sheet....
thanks!


"Stefi" wrote:
If data to be summed are in row2, sheet1, then


=SUM(OFFSET(Sheet1!$A2,0,(LEFT(A1)*3-3)+(RIGHT(A1,2)-1)*12,1,3))


provided that years really begin with 01.


--
Regards!
Stefi


€žrenegade€ť ezt Ă*rta:


I have some monthly data in one sheet which I wish to transfer and aggregate
to another sheet at a quarterly level. I couldn't figure out if sumif
function would work here, or is any other methods? E.g.
sheet 1 contains (and continue for many years):
Jan-01 Feb-01 Mar-01 Apr-01 May-01 Jun-01 Jul-01 Aug-01


sheet 2 contains (and continue for many years):
1Q01 2Q01 3Q01


Thanks- Hide quoted text -


- Show quoted text -


Try this modified version:


=SUM(OFFSET(Munka1!$A2,0,(LEFT(A1)*3-3)+MATCH("*"&RIGHT(A1,2),Munka1!
1:1,0)-1,1,3))


Regards,
Stefi
.- Hide quoted text -


- Show quoted text -


In D2:

=SUM(OFFSET(mthly!$A2,0,MATCH(DATEVALUE(LEFT(D$1)* 3-2&"/1/"&RIGHT(D
$1,2)),mthly!$1:$1,0)-1,1,3))

Watch the DATEVALUE part of the formula, it depends on your Regional
settings. This formula matches US setting, adjust if you have another
one!

Regards,
Stefi
.


David Biddulph[_2_]

sumif to aggregate month to quarter
 
Windows Regional Settings are in the Control Panel.

If you have different settings from those expected in the DATEVALUE input,
you'll need to rearrange the inputs to that function. It is better to use a
function like DATE, which has unambiguous inputs, and it is better always to
use unambiguous date formats.
--
David Biddulph

"renegade" wrote in message
...
Thanks; my system doesn't seem to be the US setting. Could you kindly tell
me
where to change the setting? Will this affect my other calculations, since
the users will be UK based?

"Stefi" wrote:

On Jan 21, 5:51 pm, renegade
wrote:
I have laid out the data in an exmple (follow the link
please):http://home.drewry.co.uk/pdf/Book1.xml

So what formula can be used in D2 in qrtly sheet, to calculate the sum
of
the 3 monthly data contained in D2-F2 in the Mthly sheet, and this
formula
can be copied across the entire Row 2 of the Qrtly sheet? Thanks!



"Stefi" wrote:
On Jan 20, 4:18 pm, renegade
wrote:
Many thanks for your reply. What I need would be some flexibility,
so the
"2001" was simply an example... so I would need a function which
allows me to
aggregate monthly data from one sheet to qrtly data in another...
so Jan,
Feb, and Mar-99 data would be summed up as 1Q-99 data in a separate
sheet....
thanks!

"Stefi" wrote:
If data to be summed are in row2, sheet1, then

=SUM(OFFSET(Sheet1!$A2,0,(LEFT(A1)*3-3)+(RIGHT(A1,2)-1)*12,1,3))

provided that years really begin with 01.

--
Regards!
Stefi

"renegade" ezt írta:

I have some monthly data in one sheet which I wish to transfer
and aggregate
to another sheet at a quarterly level. I couldn't figure out if
sumif
function would work here, or is any other methods? E.g.
sheet 1 contains (and continue for many years):
Jan-01 Feb-01 Mar-01 Apr-01 May-01 Jun-01 Jul-01
Aug-01

sheet 2 contains (and continue for many years):
1Q01 2Q01 3Q01

Thanks- Hide quoted text -

- Show quoted text -

Try this modified version:

=SUM(OFFSET(Munka1!$A2,0,(LEFT(A1)*3-3)+MATCH("*"&RIGHT(A1,2),Munka1!
1:1,0)-1,1,3))

Regards,
Stefi
.- Hide quoted text -

- Show quoted text -


In D2:

=SUM(OFFSET(mthly!$A2,0,MATCH(DATEVALUE(LEFT(D$1)* 3-2&"/1/"&RIGHT(D
$1,2)),mthly!$1:$1,0)-1,1,3))

Watch the DATEVALUE part of the formula, it depends on your Regional
settings. This formula matches US setting, adjust if you have another
one!

Regards,
Stefi
.




Renegade

sumif to aggregate month to quarter
 
Thank you for this. Do you think there is a relatively straightforward
solution to automatically sum up 3 monthly data into one quarterly data in a
separate sheet? So 01-01, 02-01 and 03-01 can be automatically recognized to
feed into 1Q-01? Thanks!

"David Biddulph" wrote:

Windows Regional Settings are in the Control Panel.

If you have different settings from those expected in the DATEVALUE input,
you'll need to rearrange the inputs to that function. It is better to use a
function like DATE, which has unambiguous inputs, and it is better always to
use unambiguous date formats.
--
David Biddulph

"renegade" wrote in message
...
Thanks; my system doesn't seem to be the US setting. Could you kindly tell
me
where to change the setting? Will this affect my other calculations, since
the users will be UK based?

"Stefi" wrote:

On Jan 21, 5:51 pm, renegade
wrote:
I have laid out the data in an exmple (follow the link
please):http://home.drewry.co.uk/pdf/Book1.xml

So what formula can be used in D2 in qrtly sheet, to calculate the sum
of
the 3 monthly data contained in D2-F2 in the Mthly sheet, and this
formula
can be copied across the entire Row 2 of the Qrtly sheet? Thanks!



"Stefi" wrote:
On Jan 20, 4:18 pm, renegade
wrote:
Many thanks for your reply. What I need would be some flexibility,
so the
"2001" was simply an example... so I would need a function which
allows me to
aggregate monthly data from one sheet to qrtly data in another...
so Jan,
Feb, and Mar-99 data would be summed up as 1Q-99 data in a separate
sheet....
thanks!

"Stefi" wrote:
If data to be summed are in row2, sheet1, then

=SUM(OFFSET(Sheet1!$A2,0,(LEFT(A1)*3-3)+(RIGHT(A1,2)-1)*12,1,3))

provided that years really begin with 01.

--
Regards!
Stefi

"renegade" ezt Ă*rta:

I have some monthly data in one sheet which I wish to transfer
and aggregate
to another sheet at a quarterly level. I couldn't figure out if
sumif
function would work here, or is any other methods? E.g.
sheet 1 contains (and continue for many years):
Jan-01 Feb-01 Mar-01 Apr-01 May-01 Jun-01 Jul-01
Aug-01

sheet 2 contains (and continue for many years):
1Q01 2Q01 3Q01

Thanks- Hide quoted text -

- Show quoted text -

Try this modified version:

=SUM(OFFSET(Munka1!$A2,0,(LEFT(A1)*3-3)+MATCH("*"&RIGHT(A1,2),Munka1!
1:1,0)-1,1,3))

Regards,
Stefi
.- Hide quoted text -

- Show quoted text -

In D2:

=SUM(OFFSET(mthly!$A2,0,MATCH(DATEVALUE(LEFT(D$1)* 3-2&"/1/"&RIGHT(D
$1,2)),mthly!$1:$1,0)-1,1,3))

Watch the DATEVALUE part of the formula, it depends on your Regional
settings. This formula matches US setting, adjust if you have another
one!

Regards,
Stefi
.



.


David Biddulph[_2_]

sumif to aggregate month to quarter
 
It depends what you mean by relatively straightforward, but the simple
answer is No. You've had some pretty good suggestions already, so read and
understand those formulae and modify them to suit your needs.
--
David Biddulph

"renegade" wrote in message
...
Thank you for this. Do you think there is a relatively straightforward
solution to automatically sum up 3 monthly data into one quarterly data in
a
separate sheet? So 01-01, 02-01 and 03-01 can be automatically recognized
to
feed into 1Q-01? Thanks!

"David Biddulph" wrote:

Windows Regional Settings are in the Control Panel.

If you have different settings from those expected in the DATEVALUE
input,
you'll need to rearrange the inputs to that function. It is better to
use a
function like DATE, which has unambiguous inputs, and it is better always
to
use unambiguous date formats.
--
David Biddulph

"renegade" wrote in message
...
Thanks; my system doesn't seem to be the US setting. Could you kindly
tell
me
where to change the setting? Will this affect my other calculations,
since
the users will be UK based?

"Stefi" wrote:

On Jan 21, 5:51 pm, renegade
wrote:
I have laid out the data in an exmple (follow the link
please):http://home.drewry.co.uk/pdf/Book1.xml

So what formula can be used in D2 in qrtly sheet, to calculate the
sum
of
the 3 monthly data contained in D2-F2 in the Mthly sheet, and this
formula
can be copied across the entire Row 2 of the Qrtly sheet? Thanks!



"Stefi" wrote:
On Jan 20, 4:18 pm, renegade
wrote:
Many thanks for your reply. What I need would be some
flexibility,
so the
"2001" was simply an example... so I would need a function which
allows me to
aggregate monthly data from one sheet to qrtly data in
another...
so Jan,
Feb, and Mar-99 data would be summed up as 1Q-99 data in a
separate
sheet....
thanks!

"Stefi" wrote:
If data to be summed are in row2, sheet1, then

=SUM(OFFSET(Sheet1!$A2,0,(LEFT(A1)*3-3)+(RIGHT(A1,2)-1)*12,1,3))

provided that years really begin with 01.

--
Regards!
Stefi

"renegade" ezt írta:

I have some monthly data in one sheet which I wish to
transfer
and aggregate
to another sheet at a quarterly level. I couldn't figure out
if
sumif
function would work here, or is any other methods? E.g.
sheet 1 contains (and continue for many years):
Jan-01 Feb-01 Mar-01 Apr-01 May-01 Jun-01 Jul-01
Aug-01

sheet 2 contains (and continue for many years):
1Q01 2Q01 3Q01

Thanks- Hide quoted text -

- Show quoted text -

Try this modified version:

=SUM(OFFSET(Munka1!$A2,0,(LEFT(A1)*3-3)+MATCH("*"&RIGHT(A1,2),Munka1!
1:1,0)-1,1,3))

Regards,
Stefi
.- Hide quoted text -

- Show quoted text -

In D2:

=SUM(OFFSET(mthly!$A2,0,MATCH(DATEVALUE(LEFT(D$1)* 3-2&"/1/"&RIGHT(D
$1,2)),mthly!$1:$1,0)-1,1,3))

Watch the DATEVALUE part of the formula, it depends on your Regional
settings. This formula matches US setting, adjust if you have another
one!

Regards,
Stefi
.



.




Stefi[_2_]

sumif to aggregate month to quarter
 
On jan. 22, 16:42, "David Biddulph" <groups [at] biddulph.org.uk
wrote:
It depends what you mean by relatively straightforward, but the simple
answer is No. *You've had some pretty good suggestions already, so read and
understand those formulae and modify them to suit your needs.
--
David Biddulph

"renegade" wrote in message

...



Thank you for this. Do you think there is a relatively straightforward
solution to automatically sum up 3 monthly data into one quarterly data in
a
separate sheet? So 01-01, 02-01 and 03-01 can be automatically recognized
to
feed into 1Q-01? Thanks!


"David Biddulph" wrote:


Windows Regional Settings are in the Control Panel.


If you have different settings from those expected in the DATEVALUE
input,
you'll need to rearrange the inputs to that function. *It is better to
use a
function like DATE, which has unambiguous inputs, and it is better always
to
use unambiguous date formats.
--
David Biddulph


"renegade" wrote in message
...
Thanks; my system doesn't seem to be the US setting. Could you kindly
tell
me
where to change the setting? Will this affect my other calculations,
since
the users will be UK based?


"Stefi" wrote:


On Jan 21, 5:51 pm, renegade
wrote:
I have laid out the data in an exmple (follow the link
please):http://home.drewry.co.uk/pdf/Book1.xml


So what formula can be used in D2 in qrtly sheet, to calculate the
sum
of
the 3 monthly data contained in D2-F2 in the Mthly sheet, and this
formula
can be copied across the entire Row 2 of the Qrtly sheet? Thanks!


"Stefi" wrote:
On Jan 20, 4:18 pm, renegade
wrote:
Many thanks for your reply. What I need would be some
flexibility,
so the
"2001" was simply an example... so I would need a function which
allows me to
aggregate monthly data from one sheet to qrtly data in
another...
so Jan,
Feb, and Mar-99 data would be summed up as 1Q-99 data in a
separate
sheet....
thanks!


"Stefi" wrote:
If data to be summed are in row2, sheet1, then


=SUM(OFFSET(Sheet1!$A2,0,(LEFT(A1)*3-3)+(RIGHT(A1,2)-1)*12,1,3))


provided that years really begin with 01.


--
Regards!
Stefi


"renegade" ezt �rta:


I have some monthly data in one sheet which I wish to
transfer
and aggregate
to another sheet at a quarterly level. I couldn't figure out
if
sumif
function would work here, or is any other methods? E.g.
sheet 1 contains (and continue for many years):
Jan-01 * * * *Feb-01 *Mar-01 *Apr-01 *May-01 *Jun-01 *Jul-01
Aug-01


sheet 2 contains (and continue for many years):
1Q01 *2Q01 * *3Q01


Thanks- Hide quoted text -


- Show quoted text -


Try this modified version:


=SUM(OFFSET(Munka1!$A2,0,(LEFT(A1)*3-3)+MATCH("*"&RIGHT(A1,2),Munka1!
1:1,0)-1,1,3))


Regards,
Stefi
.- Hide quoted text -


- Show quoted text -


In D2:


=SUM(OFFSET(mthly!$A2,0,MATCH(DATEVALUE(LEFT(D$1)* 3-2&"/1/"&RIGHT(D
$1,2)),mthly!$1:$1,0)-1,1,3))


Watch the DATEVALUE part of the formula, it depends on your Regional
settings. This formula matches US setting, adjust if you have another
one!


Regards,
Stefi
.


.- Idézett szöveg elrejtése -


- Idézett szöveg megjelenítése -


This is a version not depending on Regional settings:

=SUM(OFFSET(mthly!$A2,0,MATCH(DATE(IF(VALUE(RIGHT( D$1,2))<30,"20","19")
&RIGHT(D$1,2),LEFT(D$1)*3-2,1),mthly!$1:$1,0)-1,1,3))

Regards,
Stefi

Renegade

sumif to aggregate month to quarter
 
yes this worked! thank you!

"Stefi" wrote:

On jan. 22, 16:42, "David Biddulph" <groups [at] biddulph.org.uk
wrote:
It depends what you mean by relatively straightforward, but the simple
answer is No. You've had some pretty good suggestions already, so read and
understand those formulae and modify them to suit your needs.
--
David Biddulph

"renegade" wrote in message

...



Thank you for this. Do you think there is a relatively straightforward
solution to automatically sum up 3 monthly data into one quarterly data in
a
separate sheet? So 01-01, 02-01 and 03-01 can be automatically recognized
to
feed into 1Q-01? Thanks!


"David Biddulph" wrote:


Windows Regional Settings are in the Control Panel.


If you have different settings from those expected in the DATEVALUE
input,
you'll need to rearrange the inputs to that function. It is better to
use a
function like DATE, which has unambiguous inputs, and it is better always
to
use unambiguous date formats.
--
David Biddulph


"renegade" wrote in message
...
Thanks; my system doesn't seem to be the US setting. Could you kindly
tell
me
where to change the setting? Will this affect my other calculations,
since
the users will be UK based?


"Stefi" wrote:


On Jan 21, 5:51 pm, renegade
wrote:
I have laid out the data in an exmple (follow the link
please):http://home.drewry.co.uk/pdf/Book1.xml


So what formula can be used in D2 in qrtly sheet, to calculate the
sum
of
the 3 monthly data contained in D2-F2 in the Mthly sheet, and this
formula
can be copied across the entire Row 2 of the Qrtly sheet? Thanks!


"Stefi" wrote:
On Jan 20, 4:18 pm, renegade
wrote:
Many thanks for your reply. What I need would be some
flexibility,
so the
"2001" was simply an example... so I would need a function which
allows me to
aggregate monthly data from one sheet to qrtly data in
another...
so Jan,
Feb, and Mar-99 data would be summed up as 1Q-99 data in a
separate
sheet....
thanks!


"Stefi" wrote:
If data to be summed are in row2, sheet1, then


=SUM(OFFSET(Sheet1!$A2,0,(LEFT(A1)*3-3)+(RIGHT(A1,2)-1)*12,1,3))


provided that years really begin with 01.


--
Regards!
Stefi


"renegade" ezt �rta:


I have some monthly data in one sheet which I wish to
transfer
and aggregate
to another sheet at a quarterly level. I couldn't figure out
if
sumif
function would work here, or is any other methods? E.g.
sheet 1 contains (and continue for many years):
Jan-01 Feb-01 Mar-01 Apr-01 May-01 Jun-01 Jul-01
Aug-01


sheet 2 contains (and continue for many years):
1Q01 2Q01 3Q01


Thanks- Hide quoted text -


- Show quoted text -


Try this modified version:


=SUM(OFFSET(Munka1!$A2,0,(LEFT(A1)*3-3)+MATCH("*"&RIGHT(A1,2),Munka1!
1:1,0)-1,1,3))


Regards,
Stefi
.- Hide quoted text -


- Show quoted text -


In D2:


=SUM(OFFSET(mthly!$A2,0,MATCH(DATEVALUE(LEFT(D$1)* 3-2&"/1/"&RIGHT(D
$1,2)),mthly!$1:$1,0)-1,1,3))


Watch the DATEVALUE part of the formula, it depends on your Regional
settings. This formula matches US setting, adjust if you have another
one!


Regards,
Stefi
.


.- Idézett szöveg elrejtése -


- IdĂ©zett szöveg megjelenĂ*tĂ©se -


This is a version not depending on Regional settings:

=SUM(OFFSET(mthly!$A2,0,MATCH(DATE(IF(VALUE(RIGHT( D$1,2))<30,"20","19")
&RIGHT(D$1,2),LEFT(D$1)*3-2,1),mthly!$1:$1,0)-1,1,3))

Regards,
Stefi
.


Stefi

sumif to aggregate month to quarter
 
You are welcome! Thanks for the feedback!

Clicking the YES button will be appreciated.


--
Regards!
Stefi



€žrenegade€ť ezt Ă*rta:

yes this worked! thank you!

"Stefi" wrote:

On jan. 22, 16:42, "David Biddulph" <groups [at] biddulph.org.uk
wrote:
It depends what you mean by relatively straightforward, but the simple
answer is No. You've had some pretty good suggestions already, so read and
understand those formulae and modify them to suit your needs.
--
David Biddulph

"renegade" wrote in message

...



Thank you for this. Do you think there is a relatively straightforward
solution to automatically sum up 3 monthly data into one quarterly data in
a
separate sheet? So 01-01, 02-01 and 03-01 can be automatically recognized
to
feed into 1Q-01? Thanks!

"David Biddulph" wrote:

Windows Regional Settings are in the Control Panel.

If you have different settings from those expected in the DATEVALUE
input,
you'll need to rearrange the inputs to that function. It is better to
use a
function like DATE, which has unambiguous inputs, and it is better always
to
use unambiguous date formats.
--
David Biddulph

"renegade" wrote in message
...
Thanks; my system doesn't seem to be the US setting. Could you kindly
tell
me
where to change the setting? Will this affect my other calculations,
since
the users will be UK based?

"Stefi" wrote:

On Jan 21, 5:51 pm, renegade
wrote:
I have laid out the data in an exmple (follow the link
please):http://home.drewry.co.uk/pdf/Book1.xml

So what formula can be used in D2 in qrtly sheet, to calculate the
sum
of
the 3 monthly data contained in D2-F2 in the Mthly sheet, and this
formula
can be copied across the entire Row 2 of the Qrtly sheet? Thanks!

"Stefi" wrote:
On Jan 20, 4:18 pm, renegade
wrote:
Many thanks for your reply. What I need would be some
flexibility,
so the
"2001" was simply an example... so I would need a function which
allows me to
aggregate monthly data from one sheet to qrtly data in
another...
so Jan,
Feb, and Mar-99 data would be summed up as 1Q-99 data in a
separate
sheet....
thanks!

"Stefi" wrote:
If data to be summed are in row2, sheet1, then

=SUM(OFFSET(Sheet1!$A2,0,(LEFT(A1)*3-3)+(RIGHT(A1,2)-1)*12,1,3))

provided that years really begin with 01.

--
Regards!
Stefi

"renegade" ezt �rta:

I have some monthly data in one sheet which I wish to
transfer
and aggregate
to another sheet at a quarterly level. I couldn't figure out
if
sumif
function would work here, or is any other methods? E.g.
sheet 1 contains (and continue for many years):
Jan-01 Feb-01 Mar-01 Apr-01 May-01 Jun-01 Jul-01
Aug-01

sheet 2 contains (and continue for many years):
1Q01 2Q01 3Q01

Thanks- Hide quoted text -

- Show quoted text -

Try this modified version:

=SUM(OFFSET(Munka1!$A2,0,(LEFT(A1)*3-3)+MATCH("*"&RIGHT(A1,2),Munka1!
1:1,0)-1,1,3))

Regards,
Stefi
.- Hide quoted text -

- Show quoted text -

In D2:

=SUM(OFFSET(mthly!$A2,0,MATCH(DATEVALUE(LEFT(D$1)* 3-2&"/1/"&RIGHT(D
$1,2)),mthly!$1:$1,0)-1,1,3))

Watch the DATEVALUE part of the formula, it depends on your Regional
settings. This formula matches US setting, adjust if you have another
one!

Regards,
Stefi
.

.- Idézett szöveg elrejtése -

- IdĂ©zett szöveg megjelenĂ*tĂ©se -


This is a version not depending on Regional settings:

=SUM(OFFSET(mthly!$A2,0,MATCH(DATE(IF(VALUE(RIGHT( D$1,2))<30,"20","19")
&RIGHT(D$1,2),LEFT(D$1)*3-2,1),mthly!$1:$1,0)-1,1,3))

Regards,
Stefi
.



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