Imitating P&L

[cdhamo]

First of all I apologise if my question sounds simple. I thought my knowledge of excel was advanced, but I've only touched on the surface.

I'm looking at imitating a P&L scenario.

I've got the first worksheet showing accounts down the side, and summary of amounts categorised monthly.

I have more worksheets separated into say income and expenses.

These worksheets have a drop down list for the account type, referring to data from the first worksheet.

I want to place a formula in the first worksheet say under January, saying something like, go to the income worksheet, filter/look for any rows containing "printing" in the account column, filter/look for rows showing entries with January date, then add the total column.

I hope this makes sense. I hope that someone can assist me with the formula that I need, without having to manually filter for the date, & text.

Thank you.

 

[Akashwani]

Hi and welcome to MrExcel.

I guess the reason why you haven't received a reply yet is due to the lack of sample data and expected results, you can post sample data using the link in my signature.

It sounds like you will need a SUMIFS or SUMPRODUCT formula to solve this.

The following is sample data and example results, it is not a true interpretation of your question.

Sample data....

Excel Workbook
	A	B	C	D	E
1		Data1	Date	Amount
2		Printing	01/01/2013	1000
3		Other	01/01/2013	500
4		Printing	30/01/2013	1000
5		Printing	01/02/2013	2000
6		Printing	02/02/2013	2000
7		Other	02/02/2013	500
8		Printing	20/03/2013	3000
9		Printing	30/04/2013	4000
10		Other	01/03/2013	500
11		Other	01/04/2013	500
12
Income

Example results....

Excel Workbook
	A	B	C	D	E	F
1		January	February	March	April
2		2000	4000	3000	4000
3
Master

I hope that helps to explain what you need to post so that people can see what it is you are trying to achieve.

Ak

 

[cdhamo]

Thank you for your kind response. I have created a website with an example of my template. Website is Excel Example - Home First, I have created a cell reference from the first sheet called "Income" which is say from B6:B9. On the second sheet, I have a drop down box in the E column referring to "Income". What I would like to do now, is from the second sheet (Income), which ever row has "print" mentioned, I would like the data to carry across to the 3rd sheet into the relevant fields. I would also like the second sheet to sum the amounts that are dated in January 13, and group them into their categories, and show them in the first sheet in the C column. Thank you so much.