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#1
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Caculating Columns Between Certain Dates
I have a spread sheet with for simplicity 4 columns
Column 1 is a Date Column, Column 2 is a Company Name, Column 3 is a Payment amount X Column 4 is a Payment amount Y The amount due is the sum of X+Y between the relevant dates. The entries are in date order and the Company names random. The number of entries per company varies also. I want to be able to calculate the amount due for each company over a thee month period between certain varied dates. Questions 1. Is there a way to enter the dates to calculate between. 2. What is the best way to perform the calculations for each company? An example or link to an example would be appreciated. Regards Dermot |
#2
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Caculating Columns Between Certain Dates
=SUMPRODUCT(--(A2:A200=--"2005-01-01"),--(A2:A200=--"2005-03-31"),--(B2:b2
00="company_name"),(C2:C200+D2200)) -- HTH RP (remove nothere from the email address if mailing direct) "Dermot" wrote in message ... I have a spread sheet with for simplicity 4 columns Column 1 is a Date Column, Column 2 is a Company Name, Column 3 is a Payment amount X Column 4 is a Payment amount Y The amount due is the sum of X+Y between the relevant dates. The entries are in date order and the Company names random. The number of entries per company varies also. I want to be able to calculate the amount due for each company over a thee month period between certain varied dates. Questions 1. Is there a way to enter the dates to calculate between. 2. What is the best way to perform the calculations for each company? An example or link to an example would be appreciated. Regards Dermot |
#3
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Caculating Columns Between Certain Dates
Thanks for the reply Bob,
I have looked up the SUMPRODUCT Function in my excel inside out book to better. I have yet to try the formula but wonder if you could clarify a few questions for me? 1. Can you write a verbal interpretation of the formula you have supplied me so I can better understand the reasoning behind it? 2. Using your supplied formula. Can it be place in any cell or does it have to be a specific cell to ensure the correct cell references? 3. The Dates you have entered. How are these entered? Can they be changed for different periods throughout the year? Does the individual using the spreadsheet need to modify the formula or just enter a start date and end date, and then the calculation would be automatic? The intended users are not too familiar with excel, and I am not sure what I can and cannot do with excel regarding this problem. I do need to find a solution Bob and appreciate your contribution. You supplied me with a brief formla for another problem, which resolved my problem, but it took me a while before I undestood what I was doing. Please advise further Regards Dermot "Bob Phillips" wrote: =SUMPRODUCT(--(A2:A200=--"2005-01-01"),--(A2:A200=--"2005-03-31"),--(B2:b2 00="company_name"),(C2:C200+D2200)) -- HTH RP (remove nothere from the email address if mailing direct) "Dermot" wrote in message ... I have a spread sheet with for simplicity 4 columns Column 1 is a Date Column, Column 2 is a Company Name, Column 3 is a Payment amount X Column 4 is a Payment amount Y The amount due is the sum of X+Y between the relevant dates. The entries are in date order and the Company names random. The number of entries per company varies also. I want to be able to calculate the amount due for each company over a thee month period between certain varied dates. Questions 1. Is there a way to enter the dates to calculate between. 2. What is the best way to perform the calculations for each company? An example or link to an example would be appreciated. Regards Dermot |
#4
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Caculating Columns Between Certain Dates
Hi Bob,
I tried entering the example formula but I get an error message. I was prompted to use the formula construction below SUMPRODUCT(Array 1,[Array2],[Array3],...) so I entered =SUMPRODUCT(A2:A200= --"2005-01-01",[A2:A200,= "2005-03-31"],[B2:B200="company_name"],[C2:C200+D2200]) I wasn't too sure about the dashes you have included --"2005-01-01" Can you tell me what they do? Thought I would post this to let you know where I am at with my problem. Regards Dermot Any other advise regarding my previous posting will be much appreciated. Thanks Regards Dermot "Bob Phillips" wrote: =SUMPRODUCT(--(A2:A200=--"2005-01-01"),--(A2:A200=--"2005-03-31"),--(B2:b2 00="company_name"),(C2:C200+D2200)) -- HTH RP (remove nothere from the email address if mailing direct) "Dermot" wrote in message ... I have a spread sheet with for simplicity 4 columns Column 1 is a Date Column, Column 2 is a Company Name, Column 3 is a Payment amount X Column 4 is a Payment amount Y The amount due is the sum of X+Y between the relevant dates. The entries are in date order and the Company names random. The number of entries per company varies also. I want to be able to calculate the amount due for each company over a thee month period between certain varied dates. Questions 1. Is there a way to enter the dates to calculate between. 2. What is the best way to perform the calculations for each company? An example or link to an example would be appreciated. Regards Dermot |
#5
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Caculating Columns Between Certain Dates
"Dermot" wrote in message ... Thanks for the reply Bob, I have looked up the SUMPRODUCT Function in my excel inside out book to better. I have yet to try the formula but wonder if you could clarify a few questions for me? 1. Can you write a verbal interpretation of the formula you have supplied me so I can better understand the reasoning behind it? See http://www.xldynamic.com/source/xld.SUMPRODUCT.html 2. Using your supplied formula. Can it be place in any cell or does it have to be a specific cell to ensure the correct cell references? No, as long as your refer back to the correct cells, it can be placed anywhere. 3. The Dates you have entered. How are these entered? Can they be changed for different periods throughout the year? Does the individual using the spreadsheet need to modify the formula or just enter a start date and end date, and then the calculation would be automatic? The intended users are not too familiar with excel, and I am not sure what I can and cannot do with excel regarding this problem. What I gave you was two example dates to test between. It can be changed to any two dates that you want. I used ISO standard date formats, yyyy-mm-dd, either change the date such as --"2005-01-01" by something other date, or put the date in a cell and refer to that. If you know the periods, that is if they are fixed, you could code all of them directly into the spreadsheet, saving the users any need to change it. I do need to find a solution Bob and appreciate your contribution. You supplied me with a brief formla for another problem, which resolved my problem, but it took me a while before I undestood what I was doing. I have just Googled that. I replied to something on 8th Nov, and I see that you responded 10 days later. I didn't see that in the NGs. Do you still need help on that one? |
#6
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Caculating Columns Between Certain Dates
"Dermot" wrote in message ... Hi Bob, I tried entering the example formula but I get an error message. I was prompted to use the formula construction below SUMPRODUCT(Array 1,[Array2],[Array3],...) so I entered =SUMPRODUCT(A2:A200= --"2005-01-01",[A2:A200,= "2005-03-31"],[B2:B200="company_name"],[C2:C200+D2200]) The format you are seeing is the standard SUMPRODUCT formula, what I gave you is a variation you will not see documented in the help files. The page I gave in the last post gives a good explanation. It is important that you neter the formula as supplied, if you muck about with it, don't be surprised if it doesn't work. The only thing you should change are the real cell ranges, and the test values, company name & dates. The formula should be =SUMPRODUCT(A2:A200= --"2005-01-01",(A2:A200,=--"2005-03-31"),(B2:B200="co mpany_name"),(C2:C200+D2200)) When you see [...] in help, it doesn't mean that you use the square brackets, it means that those parameters are optional. I wasn't too sure about the dashes you have included --"2005-01-01" Can you tell me what they do? I use the -- to coerce the text date string into an Excel date that the formula can work with. Some people use DATE(2005,01,01), that is just my preference, as it is slicker and uses an ISO standard date format, as I am UK based we suffer with Excel dates, so an ISO standard helps to make our life easier. |
#7
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Caculating Columns Between Certain Dates
Thanks for the link Bob ( Lots to get through here) and explanation.
I have tried to find the posting dated the 8-nov but I always find it difficult searching for previous postings if I have overlooked keeping my notification email. Can you send me a link to it? Thanks Dermot "Bob Phillips" wrote: "Dermot" wrote in message ... Thanks for the reply Bob, I have looked up the SUMPRODUCT Function in my excel inside out book to better. I have yet to try the formula but wonder if you could clarify a few questions for me? 1. Can you write a verbal interpretation of the formula you have supplied me so I can better understand the reasoning behind it? See http://www.xldynamic.com/source/xld.SUMPRODUCT.html 2. Using your supplied formula. Can it be place in any cell or does it have to be a specific cell to ensure the correct cell references? No, as long as your refer back to the correct cells, it can be placed anywhere. 3. The Dates you have entered. How are these entered? Can they be changed for different periods throughout the year? Does the individual using the spreadsheet need to modify the formula or just enter a start date and end date, and then the calculation would be automatic? The intended users are not too familiar with excel, and I am not sure what I can and cannot do with excel regarding this problem. What I gave you was two example dates to test between. It can be changed to any two dates that you want. I used ISO standard date formats, yyyy-mm-dd, either change the date such as --"2005-01-01" by something other date, or put the date in a cell and refer to that. If you know the periods, that is if they are fixed, you could code all of them directly into the spreadsheet, saving the users any need to change it. I do need to find a solution Bob and appreciate your contribution. You supplied me with a brief formla for another problem, which resolved my problem, but it took me a while before I undestood what I was doing. I have just Googled that. I replied to something on 8th Nov, and I see that you responded 10 days later. I didn't see that in the NGs. Do you still need help on that one? |
#8
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Caculating Columns Between Certain Dates
Thanks again Bob,
Quote It is important that you neter the formula as supplied, if you muck about with it, don't be surprised if it doesn't work. I did initially enter the formula "Exactly" as you supplied and it didn't work for me, but I think this may be do do with the cell references. I didn't really understand what I was doing. You have given me a lot of additional information to aid my better understanding so I will read spend some time reviewing it all. Thanks for the comments about the UK dates. I am in the UK too and briefly wondered about this...thanks. Dermot "Bob Phillips" wrote: "Dermot" wrote in message ... Hi Bob, I tried entering the example formula but I get an error message. I was prompted to use the formula construction below SUMPRODUCT(Array 1,[Array2],[Array3],...) so I entered =SUMPRODUCT(A2:A200= --"2005-01-01",[A2:A200,= "2005-03-31"],[B2:B200="company_name"],[C2:C200+D2200]) The format you are seeing is the standard SUMPRODUCT formula, what I gave you is a variation you will not see documented in the help files. The page I gave in the last post gives a good explanation. It is important that you neter the formula as supplied, if you muck about with it, don't be surprised if it doesn't work. The only thing you should change are the real cell ranges, and the test values, company name & dates. The formula should be =SUMPRODUCT(A2:A200= --"2005-01-01",(A2:A200,=--"2005-03-31"),(B2:B200="co mpany_name"),(C2:C200+D2200)) When you see [...] in help, it doesn't mean that you use the square brackets, it means that those parameters are optional. I wasn't too sure about the dashes you have included --"2005-01-01" Can you tell me what they do? I use the -- to coerce the text date string into an Excel date that the formula can work with. Some people use DATE(2005,01,01), that is just my preference, as it is slicker and uses an ISO standard date format, as I am UK based we suffer with Excel dates, so an ISO standard helps to make our life easier. |
#9
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Caculating Columns Between Certain Dates
Hi Bob.
A few more questions now that I have had a proper look at the information. I have entered the following formula into and appropriate cell on a small test sheet I made upexacly as specified. Then I tried it modified ,to refer to cells which contain the dates as below, but no joy...get an error message. =SUMPRODUCT(--(A2:A6= --"=G3",(A2:A6,F3 = -- "=H3"),--(B2:B6="=F3"),(C2:C6+D26)) G3 is the start date cell, H3 is the End Date Cell, F3 is the company cell. I formatted A2 to A6 to date format 3.2.2005 am not sure if this is correct as when the error is generated a blue rectangle appears arround the date column. Quote If you know the periods, that is if they are fixed, you could code all of them directly into the spreadsheet, saving the users any need to change it. How whould I do incorporate all start, end dates for all quarters. Maybbe a bit ahead of myself here when I haven't got the supplied equation to work yet!! Regards Dermot "Bob Phillips" wrote: "Dermot" wrote in message ... Thanks for the reply Bob, I have looked up the SUMPRODUCT Function in my excel inside out book to better. I have yet to try the formula but wonder if you could clarify a few questions for me? 1. Can you write a verbal interpretation of the formula you have supplied me so I can better understand the reasoning behind it? See http://www.xldynamic.com/source/xld.SUMPRODUCT.html 2. Using your supplied formula. Can it be place in any cell or does it have to be a specific cell to ensure the correct cell references? No, as long as your refer back to the correct cells, it can be placed anywhere. 3. The Dates you have entered. How are these entered? Can they be changed for different periods throughout the year? Does the individual using the spreadsheet need to modify the formula or just enter a start date and end date, and then the calculation would be automatic? The intended users are not too familiar with excel, and I am not sure what I can and cannot do with excel regarding this problem. What I gave you was two example dates to test between. It can be changed to any two dates that you want. I used ISO standard date formats, yyyy-mm-dd, either change the date such as --"2005-01-01" by something other date, or put the date in a cell and refer to that. If you know the periods, that is if they are fixed, you could code all of them directly into the spreadsheet, saving the users any need to change it. I do need to find a solution Bob and appreciate your contribution. You supplied me with a brief formla for another problem, which resolved my problem, but it took me a while before I undestood what I was doing. I have just Googled that. I replied to something on 8th Nov, and I see that you responded 10 days later. I didn't see that in the NGs. Do you still need help on that one? |
#10
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Caculating Columns Between Certain Dates
Hi Bob
I meant to post this basic shhet to dmonstrate what I am getting. Date Company Name Amount X Amount Y Quarterly Totals Due 3.1.05 co 1 10 10 Company Start Date End Date Amount Due 5.1.05 co2 10 10 2.2.05 c01 10 10 5.3.05 c03 10 10 23.3.05 c02 10 10 "Bob Phillips" wrote: "Dermot" wrote in message ... Hi Bob, I tried entering the example formula but I get an error message. I was prompted to use the formula construction below SUMPRODUCT(Array 1,[Array2],[Array3],...) so I entered =SUMPRODUCT(A2:A200= --"2005-01-01",[A2:A200,= "2005-03-31"],[B2:B200="company_name"],[C2:C200+D2200]) The format you are seeing is the standard SUMPRODUCT formula, what I gave you is a variation you will not see documented in the help files. The page I gave in the last post gives a good explanation. It is important that you neter the formula as supplied, if you muck about with it, don't be surprised if it doesn't work. The only thing you should change are the real cell ranges, and the test values, company name & dates. The formula should be =SUMPRODUCT(A2:A200= --"2005-01-01",(A2:A200,=--"2005-03-31"),(B2:B200="co mpany_name"),(C2:C200+D2200)) When you see [...] in help, it doesn't mean that you use the square brackets, it means that those parameters are optional. I wasn't too sure about the dashes you have included --"2005-01-01" Can you tell me what they do? I use the -- to coerce the text date string into an Excel date that the formula can work with. Some people use DATE(2005,01,01), that is just my preference, as it is slicker and uses an ISO standard date format, as I am UK based we suffer with Excel dates, so an ISO standard helps to make our life easier. |
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