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Jamie Sproston's avatar
Jamie Sproston
Copper Contributor
May 23, 2019

Collating costs based upon supplier and month

I’m trying to get Excel to collate how much we spend by supplier by month. I’m exporting a year’s worth of purchased lines from our MRP system – so it will have the same supplier listed many times.

 

This is pasted to a tab named “Import”, and the three important columns are:

 

Cells C3 – C10000 contain delivery date

Cells F3 – F10000 contain the supplier name

Cells N3 – N10000 contain the cost

 

I then have a second tab with all our supplier names scrolling down, and then January to December going across to make a table.

 

I want to be able to Paste in the data, then have it look for all lines from e.g. “supplier A”, with a January delivery date, then give a total value in the relevant cell.

 

I’ve worked out the formula to give me totals for each supplier for the year, but I can’t then work out how to formulate that into a monthly breakdown as well. That formula is: =SUMIF(Import!$F$3:$F$10000,A8,Import!$N$3:$N$10000)

 

Cell A8 contains the customer name as an FYI.

 

Any help would be greatly appreciated, as online searches have proved fruitless.

Many thanks in advance,

Jamie.

7 Replies

  • Twifoo's avatar
    Twifoo
    Silver Contributor
    You may try a formula like this:
    =SUMPRODUCT(Import!$N$3:$N$10000*(TEXT(MONTH(Import!$C$3:$C$10000),”mmmm”)=B$7)*(Import!$F$3:$F$10000=$A8))
    • Jamie Sproston's avatar
      Jamie Sproston
      Copper Contributor

      Twifoo 

       

      Many thanks for the response.

       

      I've put this into my sheet but I'm getting #NAME?

       

      I changed "mmmm" to January (I hope this was right, I'm still a bit of a novice so I had to look it up online!)

       

      What is the =B$7 referencing?

       

      I wonder if I didn't give enough info ref the table - A8 contains the supplier code, but the grid is from I8 (January) to T8 (December) as I have a few hidden columns after the supplier name (address, phone no etc.)

       

      Many thanks,

       

      Jamie.

      • Twifoo's avatar
        Twifoo
        Silver Contributor
        Can you please attach your sample file?