The solution below is based on the SUMPRODUCT function, the MONTH function, andBoolean algebra. For convenience,amount(C5:C16) anddate(B5:B16) arenamed ranges. All remaining values are FALSE, since other dates do not occur in January. This step is necessary because we don’t have a math operation doing this conversion automatically.
The solution explained below is based on the SUMIFS function. The values in F4:F9 are text values. For the range, we use the named rangedate. For the range, we again use the named rangedate. As before, we need to concatenate the result from EOMONTH to the logical operator. Again, the reference to G$4 is mixed to keep the row from changing. For a side-by-side comparison of formulas vs. pivot tables, see this video:Why pivot tables....
All data is in anExcel Tablenameddatain the range B5:E16. This problem can be solved with theSUMIFS functionand the helper column, orwithouta helper column using theSUMPRODUCT function. Both approaches are explained below. Finally, you could also use anall-in-one dynamic array formulain the latest version of Excel. In the table shown, column D is ahelper columnwith quarter numbers calculated with a separate formula. The reference [@Date] means: current row in Date column....
All data is in an Excel Table nameddatain the range B5:C16. This problem can be solved in a straightforward way with theSUMIFS function. Both approaches are explained in detail below. SUMIFS solution TheSUMIFS functioncan sum values in a rangeconditionallybased on multiple criteria. The pattern of the SUMIFS function looks like this: Notice thesum_rangecomes first, followed byrange/criteriapairs. Eachrange/criteriapair of arguments represents another condition. If you are new to structured references, see this short video:Introduction to structured references....
The week numbers in column G are manually entered. This problem can be solved with theSUMIFS functionand theWEEKNUM functionas explained below. In the table shown, column E is ahelper columnwith week numbers generated with theWEEKNUM function. The reference [@Date] means: current row in Date column. If you are new to structured references, see this short video:Introduction to structured references. The WEEKNUM function takes a validExcel dateas the first argument. The second argument is calledreturn_typeand indicates the day of the week that week numbers should begin....
Explanation In this example, the goal is to sum amounts by weekday. In other words, we want to sum amounts by Monday, Tuesday, Wednesday, and so on. Column B contains validExcel datesformatted with a custom number format explained below. For convenience, all source data is in anExcel Tablenameddata. The values in E5:E11 are hardcodedtext values. A nice way to solve this problem is to use theSUMPRODUCT functiontogether with theTEXT function....
The simplest way to solve this problem is with theSUMPRODUCT functionusing the formula seen in the worksheet above. The problem can also be solved with theSUMIFS function, or with adynamic array formula. All three approaches are explained below. The zeros in the first array effectively “cancel out” amounts in other years. To read more about this topic, seeWhy SUMPRODUCT? This limitation isdiscussed in more detail here. For the end date, we hardcode 12 formonthand 31 fordayto create a December 31 date....
$B5:$H5 has the columns locked, so that the formula can be copied across. K$4 has the row locked so that the formula can be copied down. All values in the range B5:H5 are compared to the value in K4. Only the values in the second array that correspond to 1s in the first array survive this operation. This represents the numbers that correspond to “A'” in row 5.
One way to do this is to use a full column reference. You will see Excel choose the entire column. As entries are added to the table, the formula will automatically include the new amounts. Advantages and risks The main advantage to full column references is simplicity. However, full column references come with certain risks. One risk is that you may accidentally include extra data in a calculation. Another risk is performance....
One way to do this is to use a full row reference. You will see Excel go for the entire row. Advantages and risks The main advantage to full row references is simplicity. However, full row references come with certain risks. One risk is that you may accidentally include extra data in a calculation. These values can be numbers, cell references, ranges, arrays, and constants, in any combination. SUM can handle up to 255 individual arguments....
Forrows, we use 0, since we don’t need to change rows. In O5, the offset is zero, in P5, the offset is 3, and so on. OFFSET is handy in formulas that require a dynamic range. COLUMN Function The Excel COLUMN function returns the column number for a reference. For example, COLUMN(C5) returns 3, since C is the third column in the spreadsheet. When no reference is provided, COLUMN returns the column number of the cell which contains the formula....
To sum the values returned by OFFSET, we use the SUM function. To calculate the right starting point, we use theROW function. Because the formula sits in cell F4, ROW() will return 4. We use this fact to create the logic we need. Then, we multiply the result by 5. We provideheightas 5 because we want a range that contains 5 rows. Finally, we providewidthas 1, because we want a range that contains 1 column....
All data is in the range B5:J16 andnis entered into cell K2 as 3. The value forncan be changed at any time. InLegacy Excel,you could use approach #2 and a formula based on the SUMPRODUCT function. Both approaches are explained below. Note: The approaches below all depend on theMOD functionto work out which values to sum. These are the values we want to sum. The array above is returned to FILTER as theincludeargument....
