Best Method to Aggregate Monthly Data

[rawraw]

Hello!

I have monthly financial data with the months across the row and the financial metrics down the column. I need to aggregate these months into quarterly, annual, or quarterly/annual displays for the user. I wrote formulas to generate the correct headings based on the user selection. But when I wrote the formulas using sumproducts as a two dimensional sumif, the workbook slowed down too much (there was roughly a 1 second delay between pressing enter and Excel responding). Does anyone have ideas on how to structure this aggregation? Currently I have built a tab that pulls the data with index(match(match in the exact layout that I need to aggregate the data and then I'm using sumifs on the rows. But I'd prefer it to sum based on matching the row name and not a direct row reference.

Any insight?

Thanks!

 

[arthurbr]

Hi
if you have XL2016 you can Unpivot the static table making it a range which can be easily analysed with a Pivot Table

 

[rawraw]

Hi
if you have XL2016 you can Unpivot the static table making it a range which can be easily analysed with a Pivot Table

Thanks! I am using the most recent Excel and have never heard of this. Admittedly, I have always avoided using PivotTables. Do you have any links or comments on best practices on how to use this when the underlying data will be updated each month (meaning the size of the table will increase by one monthly period and there may be restatements in the prior historical periods). Is the PivotTable sensitive to changing table sizes?

Thanks for the information

 

[arthurbr]

To be honest I know the idea but do not have XL2016 ( does not run on Linux ( yet))
There is a nice macro at http://www.contextures.com/excelunpivotmacro.html
There is a lot of information about PT's at http://www.contextures.com/xlPivot01.html
I hope this can get you started
PowerPivot is probably also a possibility, but I'm not quite sure