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Thomas Hewitt's avatar
Thomas Hewitt
Copper Contributor
Feb 12, 2018

Filtering Information by Month and by Transaction Type

Hi everyone,

 

Wondering if anyone can help, I'm a little bit stuck. I've got the following spreadsheet that I need to do some work on. I need the month "premium" columns to be filtered by transaction type as well as by month.

 

Right now I use the following formula to distinguish what month the transaction took place within:

 

=SUMPRODUCT(--(TEXT($A$10:$A$10000, "mmm")=R2),$G$10:$G$10000)

 

 

But I now need it to not only workout which month the transaction took place, but whether or not it was a New Business Transaction as the other transaction types won't be calculated. Example below:

 

 

 

Based on what I need, the information in R3 would be £1000.00 however right now, because it can't distinguish between the information I want and the info I don't it reads £1500.00.

 

Hope that makes sense. Let me know.

  • Could be

    =SUMPRODUCT(--(TEXT($A$10:$A$10000, "mmm")=R2)*($C$10:$C$10000="New Business")*$G$10:$G$10000)

     

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