Hi,
I am really struggling with a way round this, will try to explain as simply as possible:
- I want to find the monthly revenue generated by different contracts for my company. Each contract has a reference number (this is the unique ID/lookup).
- Since monthly revenue reports are not available, I need to look at the revenue YTD for the current month vs. the revenue YTD for the previous month and find the difference between the two, for each contract.
- I have tried using VLOOKUP and SUMIFS but these are limited since the contract reference can appear multiple times with different values (revenues generated across different business lines). Sometimes the values are positive, sometimes negative. VLOOKUP and SUMIFS returns the same value (the first it finds) and repeats, it is not accurate.
- Is there a formula that I use to search by the contract reference in the previous months spreadsheet, and return the revenue produced by each service line? i.e. 1 lookup criteria that Excel will use to return all values corresponding to that lookup criteria?
Hope that makes sense. I am an Excel novice and am teaching myself mainly through these forums - simple language or examples will help my learning!!!!
I am really struggling with a way round this, will try to explain as simply as possible:
- I want to find the monthly revenue generated by different contracts for my company. Each contract has a reference number (this is the unique ID/lookup).
- Since monthly revenue reports are not available, I need to look at the revenue YTD for the current month vs. the revenue YTD for the previous month and find the difference between the two, for each contract.
- I have tried using VLOOKUP and SUMIFS but these are limited since the contract reference can appear multiple times with different values (revenues generated across different business lines). Sometimes the values are positive, sometimes negative. VLOOKUP and SUMIFS returns the same value (the first it finds) and repeats, it is not accurate.
- Is there a formula that I use to search by the contract reference in the previous months spreadsheet, and return the revenue produced by each service line? i.e. 1 lookup criteria that Excel will use to return all values corresponding to that lookup criteria?
Hope that makes sense. I am an Excel novice and am teaching myself mainly through these forums - simple language or examples will help my learning!!!!