Create a budget from data that is in same column.

martydh3

New Member
Joined
Feb 11, 2015
Messages
24
Hi All,

Thanks in advance for your help.

My report inputs the value of the work and date completed in same column.

IE plot 1 was completed on 28th June 2024, plot 2 was completed on 02/11/2024.

As you can see from the dataset Plot 1 - 10 each have a value of the work completed and date it is completed in the same column.

Dataset

Dataset.png


In another tab I am trying to capture the cost each month (in this example for Design Fees), which will require a formula to match against each plot and then only return a value for the work completed on that plot in relevant calendar month.

Can anyone advise a formula that would be able to capture this information?

Budget of design fees.png


This report has 1000's of plots and numerous elements of work for each plot so would really appreciate if I would streamline the calculation everymonth.

Thanks

Marty
 

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