Formula

Copper Contributor

I need to create a formula that will pull out a figure dependent on the month selected. Eg if Dec selected then i need the sum of the column for dec.

3 Replies
lets assume you have a table with row 1 having titles "Jan", "Feb",...,"Dec" and numbers below it.
And you have a cell, let's pretend it is AA1 where you enter the month (ideally using Data Validation of the list of those Column headings). And you want the total in cell AA2
There are a number of ways but here are 2:
a) assuming the data is Formatted as a Table called "Table1" (the default name given) then
= SUM(INDEX(Table1[#Data], ,MATCH(AA1,Table1[#Headers])))
b) assuming columns "Jan" ... "Dec" are columns B:M then something like
= SUM(INDEX($B:$M, , MATCH($AA$1,$B$1:$M$1,0)))

@mtarler 

I am still struggling to get it to work, not sure if it is because I have it over two tabs. One has all the info laid out, the 2nd (where I want to put the formula) will be a journal which I want to automatically update figures when I change the month. Not sure how I can attach to show what I mean but hopefully this will help.

Prepayments Schedule 2021-2022. Nominal Code Q103 
                
CompanyDescriptionNominalDecJanFebMarAprMayJunJulAugSepOctNovTOTAL
Specialist Risk Solutions. (CL1166)Excess Professional Indemnity InsuranceK118 OVH £     285.37 £     285.37 £     257.75 £     285.37 £     276.16 £     285.37 £     276.16 £     285.37 £     285.37 £     276.16 £     285.37 £     276.16 £    3,360.00
Specialist Risk Solutions. (CL1166)PI - Primary PolicyK118 OVH £     423.30 £     423.30 £     382.33 £     423.30 £     409.64 £     423.30 £     409.64 £     423.30 £     423.30 £     409.64 £     423.30 £     409.64 £    4,984.00
Specialist Risk Solutions. (CL1166)Cyber PackageK118 OVH £     135.89 £     135.89 £     122.74 £     135.89 £     131.51 £     135.89 £     131.51 £     135.89 £     135.89 £     131.51 £     135.89 £     131.51 £    1,600.00
Specialist Risk Solutions. (CL1166)Management Liability PackageK118 OVH £     137.54 £     137.54 £     124.23 £     137.54 £     133.10 £     137.54 £     133.10 £     137.54 £     137.54 £     133.10 £     137.54 £     133.10 £    1,619.41
Specialist Risk Solutions. (CL1166)Combined LiabilityK118 OVH £  3,453.93 £  3,453.93 £  3,119.68 £  3,453.93 £  3,342.51 £  3,453.93 £  3,342.51 £  3,453.93 £  3,453.93 £  3,342.51 £  3,453.93 £  3,342.51 £  40,667.20
Specialist Risk Solutions. (CL1166)Combined Liability Year End Adj 20-21K118 OVH £     748.23 £     748.23 £     675.82 £     748.23 £     724.10 £     748.23 £     724.10 £     748.23 £     748.23 £     724.10 £     748.23 £     724.10 £    8,809.85
Specialist Risk Solutions. (CL1166)Property OwnersK118 OVH £     881.20 £     881.20 £     795.92 £     881.20 £     852.77 £     881.20 £     852.77 £     881.20 £     881.20 £     852.77 £     881.20 £     852.77 £  10,375.40
Specialist Risk Solutions. (CL1166)Commercial CombinedK118 OVH £     755.08 £     755.08 £     682.01 £     755.08 £     730.72 £     755.08 £     730.72 £     755.08 £     755.08 £     730.72 £     755.08 £     730.72 £    8,890.43
Specialist Risk Solutions. (CL1166)Contract WorksK118 OVH £     802.19 £     802.19 £     724.56 £     802.19 £     776.31 £     802.19 £     776.31 £     802.19 £     802.19 £     776.31 £     802.19 £     776.31 £    9,445.16
                
 Sub TotalK118 OVH £  7,622.73 £  7,622.73 £  6,885.04 £  7,622.73 £  7,376.83 £  7,622.73 £  7,376.83 £  7,622.73 £  7,622.73 £  7,376.83 £  7,622.73 £  7,376.83 
                
Specialist Risk Solutions. (CL1166)Vehicle InsuranceE104 ENV £  1,439.22 £  1,439.22 £  1,299.94 £  1,439.22 £  1,392.79 £  1,439.22 £  1,392.79 £  1,439.22 £  1,439.22 £  1,392.79 £  1,439.22 £  1,392.79 £  16,945.60
                
 Sub TotalE104 ENV £  1,439.22 £  1,439.22 £  1,299.94 £  1,439.22 £  1,392.79 £  1,439.22 £  1,392.79 £  1,439.22 £  1,439.22 £  1,392.79 £  1,439.22 £  1,392.79 
                
Test Valley Council (TE109)RatesK135 OVH £     861.00 £     861.00 £     861.00 £     861.00 £     861.00 £     861.00 £     861.00 £     861.00 £     861.00 £     861.00 £     861.00 £     861.00 £  10,332.00
Test Valley Council (TE109)RatesK135 OVH £     624.00 £     624.00 £     624.00 £     624.00 £     624.00 £     624.00 £     624.00 £     624.00 £     624.00 £     624.00 £     624.00 £     624.00 £    7,488.00
                
 Sub TotalK135 OVH £  1,485.00 £  1,485.00 £  1,485.00 £  1,485.00 £  1,485.00 £  1,485.00 £  1,485.00 £  1,485.00 £  1,485.00 £  1,485.00 £  1,485.00 £  1,485.00 
                
Achilles Information LtdAccreditationK101 OVH £     181.07 £     181.07 £     163.55 £     181.07 £     175.23 £     181.07 £     175.23 £     181.07 £     181.07 £     175.23 £     181.07 £     175.23 £    2,132.00
CHASAccreditationK101 OVH             £                 -  
ISOQARAccreditationK101 OVH £     444.12 £     444.12 £     401.14 £     444.12 £     429.79 £     444.12 £     429.79 £     444.12 £     444.12 £     429.79 £     444.12 £     429.79 £    5,229.17
                
  K101 OVH £     625.20 £     625.20 £     564.69 £     625.20 £     605.03 £     625.20 £     605.03 £     625.20 £     625.20 £     605.03 £     625.20 £     605.03 
                
HSE (Due 27th Nov 2023)LicensingK149 OVH £        95.26 £        95.26 £        86.05 £        95.26 £        92.19 £        95.26 £        92.19 £        95.26 £        95.26 £        92.19 £        95.26 £        92.19 £    1,121.67
                
                
  K149 OVH £        95.26 £        95.26 £        86.05 £        95.26 £        92.19 £        95.26 £        92.19 £        95.26 £        95.26 £        92.19 £        95.26 £        92.19 
                
Construction LineTrade AssociationK139 OVH £     146.00 £     146.00 £     131.87 £     146.00 £     141.29 £     146.00 £     141.29 £     146.00 £     146.00 £     141.29 £     146.00 £     141.29 £    1,719.00
ARCATrade AssociationK139 OVH £        93.42 £        93.42 £        84.38 £        93.42 £        90.41 £        93.42 £        90.41 £        93.42 £        93.42 £        90.41 £        93.42 £        90.41 £    1,100.00
                
  K139 OVH £     239.42 £     239.42 £     216.25 £     239.42 £     231.70 £     239.42 £     231.70 £     239.42 £     239.42 £     231.70 £     239.42 £     231.70 
                

 

Journal PostingDec
   
K118 OVH 

 

All help gratefully received as this is driving me mad now, because I know it should be easy but I am a bit rusty, not having had to do stuff like this for a while now.

 

Thanks in advance

 

Tracie.

 

 

@Tracie_Barker1270 i attached a sheet with some examples