SUM and OFFSET Summary tables

drluke

Active Member
Joined
Apr 17, 2014
Messages
314
Office Version
  1. 365
Platform
  1. Windows
SUMMARY
ABCDEFG
18-YTDJanuary-August 2018
2NumberNameBal b/fSalesReturnsAdjTotal
3101Coventry
4102Liverpool
5103Cardiff
In a second sheet - DATA2018 - I have 3 tables with data for Jan - Dec for each of Sales, Returns & Adj. I also have a table for opening balances.
A1 is a dropdown from a list. For every month there are 2 selections available in the list: (a) data for the period only; (b) data for the YTD
I want to summarise data in my data tables based on the selection made from the dropdown in A1.
Bal b/f if A1=1: simple lookup to the op balance table
Bal b/f if A1=anything else: opening balance + sum of Sales, Returns & Adj for all prev months for all numbers in A3 down
I won't ever have to calculate opening balances for Sales returns or Adj
For the other 3 types of transactions if eg A1=6, then just show the totals for June from the data sheet, but if A1=6-YTD then I need to show the total of Jan-Jun for each
In my data sheet the data is arranged in tables like this:
ABC
1NumberNameBal b/f
2101Coventry
3102Liverpool
4103Cardiff
SALES
ABCDEFG
105NumberNameJan-18Feb-18Mar-18Apr-18May-18etc
106101Coventry
107102Liverpool
108103Cardiff
Returns start at A205 and Adj at A305
I thought that I could use INDEX-MATCH to find the numbers in A2 etc of my summary sheet, and use SUM+OFFSET to fill out the data, but really not sure what the best way is to do this summary.
<colgroup><col width="32" style="width: 24pt; mso-width-source: userset; mso-width-alt: 1170;"> <col width="64" style="width: 48pt;"> <col width="228" style="width: 171pt; mso-width-source: userset; mso-width-alt: 8338;"> <col width="64" style="width: 48pt;" span="6"> <tbody> </tbody>
 

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