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hashepsit's avatar
hashepsit
Copper Contributor
Aug 15, 2019
Solved

SUM formula to accommodate monthly cadence, overlap, and match several attributes?

Hello Excel Community,

 

I would really appreciate the help in creating a SUM formula to accommodate the monthly cadence of the # of units below.

 

  • Units are grouped yearly but are summed every 6 months
  • Summed units are stored in a separate sheet

The problem is the transition between the previous year to the next year (see yellow/orange highlight below). There's some overlap and is usually the current month and the previous month but in different row and column. The overlap needs to be added to the sum of the next 6 months. 

 

Is it possible to create a formula that can accommodate these factors plus doing the calculation in a separate sheet using some type of reference to match which unit type and months to sum? 

 

Thank you everyone!

 

  • hashepsit 

    For such result

    formula in B2 could be

    =SUMPRODUCT(Cadence_Data!$B$2:$Y$5*(Cadence_Data!$A$2:$A$5=$A2)*(Cadence_Data!$B$1:$Y$1>=B$1)*(Cadence_Data!$B$1:$Y$1<EDATE(B$1,6)))

    Please see in second sheet attached. You only need to adjust the formula on your actual ranges.

1 Reply

  • SergeiBaklan's avatar
    SergeiBaklan
    Diamond Contributor

    hashepsit 

    For such result

    formula in B2 could be

    =SUMPRODUCT(Cadence_Data!$B$2:$Y$5*(Cadence_Data!$A$2:$A$5=$A2)*(Cadence_Data!$B$1:$Y$1>=B$1)*(Cadence_Data!$B$1:$Y$1<EDATE(B$1,6)))

    Please see in second sheet attached. You only need to adjust the formula on your actual ranges.

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