Calculate total spend for variables on summary page

Cashbrooke

New Member
Joined
Feb 5, 2019
Messages
3
Hi,

I’m in the process of developing a reporting template and have become stuck. I’m working with a fixed report format and so have to produce a summary from separate tabs.

I need to calculate the total spend for a specific quarter or year, depending on the value chooses from a drop down list on a summary sheet. IE, the user indicates that the’re reporting on Q2 2018, and the summary sheet pulls data from the specific cell on a separate tab.

Thanks for your help!
 

Excel Facts

Does the VLOOKUP table have to be sorted?
No! when you are using an exact match, the VLOOKUP table can be in any order. Best-selling items at the top is actually the best.
Additional: I can see how to do this if I can indexmatch against cell names rather than cell contents - I presume that’s not feasible, however?
 
Upvote 0
My apologies for continuing to edit this thread - I’ve continued to work on my issue, and found a solution that works for at least the first value I need to be able to pull through. I’ve constructed a indexmatch against two criteria:

{=INDEX('Financial Summary'!B6:S6,MATCH(1,(L2='Financial Summary'!B4:S4)*(M2='Financial Summary'!B5:S5),0))}

which correctly reports the right value from cell B6 when matching against the values in B4 and B5. However, trying to match against B4 and C5 (should be C6), results in a N/A error.

I presume I’m making a logic error here - any guidance would be appreciated!
 
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