returning with multiple figures on multiple lines

[Pizzio]

I'm looking for a formula that will return with the below results for the data shown below that. Essentially I need the formula to bring in the notes when applicable on seperate lines THEN load the expense in the correct expense month. Any ideas?

WD3 Budget vs. Actual - West.xlsx
	A	B	C	D
16	Notes	January	February	March
17	Rent	400		400
18	Building	500
19	Electrical			100
Sheet3

WD3 Budget vs. Actual - West.xlsx
	A	B	C	D
1	Date	Expense	Impact?	Note
2	1/1/2011	50
3	1/1/2011	400	Yes	Rent
4	1/1/2011	30
5	1/1/2011	500	Yes	Building
6	2/1/2011	65
7	3/1/2011	400	Yes	Rent
8	3/1/2011	200
9	3/1/2011	100	Yes	Electrical
10	3/1/2011	80
11	3/1/2011	25
Sheet3

 

[Pizzio]

Let me know if there is anything else I should post to help come up with some options for a resolution.

Thank you.

 

[Pizzio]

Any suggestions.

 

[Aladin Akyurek]

Any suggestions.

In A15 enter: 2011

B17, copy across and down:

=SUMPRODUCT(
   --($D$2:$D$11=$A17),--(TEXT($A$2:$A$11,"mmmm")=B$16),
   --(YEAR($A$2:$A$11)=$A$15),
   $B$2:$B$11)

If so desired, custom format the formula cells as e.g.:

[=0]"";General

 

[Pizzio]

Thanks Aladin, the formula worked great for bringing in the monthly expense.

I'm also looking for something though that brings in the notes. Using the data above, I need something that can automatically list out the notes into column A. Any ideas?

 

[Aladin Akyurek]

Thanks Aladin, the formula worked great for bringing in the monthly expense.

Great. Thanks for providing feedback.

I'm also looking for something though that brings in the notes. Using the data above, I need something that can automatically list out the notes into column A. Any ideas?

A17, control+shift+enter, not just enter, and copy down:

=IFERROR(INDEX($D$2:$D$11,MODE(IF($D$2:$D$11<>"",
   IF(ISNA(MATCH($D$2:$D$11,$A$16:A16,0)),
    MATCH($D$2:$D$11,$D$2:$D$11,0)*{1,1})))),"")