Sum a list of entries while grouping them by month and category

Facens

New Member
Joined
Sep 6, 2014
Messages
10
Hi,
I have two sheets. I want to sum a list of entries that I have on one sheet while grouping it by month and category on another sheet. I'll explain better.

On the first sheet
Here I have something like this
Screen%20Shot%202014-09-06%20at%2017.26.18.png


As you can see, a list of months horizontally and a list of cost categories vertically.

On the second sheet
Screen%20Shot%202014-09-06%20at%2017.27.53.png


Here as you can see I have a list of costs that I categorize using the same categories from the first sheet, each one with a Date.

How can I fill the first sheet with the data from the second, so that they are summed in the right month and category?

-

This is my first post, so I thank you in advance and let me know if there is something I can do to explain better, as well as something I've done wrong :)
 

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.
Do you want the information in Sheet 2 to appear as drop downs from which to choose in the grid on sheet 1?
 
Upvote 0
@Jim, thanks a lot for offering your help. I sorted it out and this is the solution:

The following formula

=SUMIFS(‘Cost entries'!$C$2:$C$9999;'Cost entries'!$B$2:$B$9999;$A7;'Cost entries'!$A$2:$A$9999;">="&B$2;'Cost entries'!$A$2:$A$9999;"<"&C$2)

goes into the highlighted cell here:

Screen%20Shot%202014-09-23%20at%2011.46.47.png


Where the Cost Entries sheet is the following:


Screen%20Shot%202014-09-23%20at%2011.47.34.png



Hope this helps any future surfers :)
 
Upvote 0

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