SUM cells in a column >0 based on the month and year of another column

Wellness

New Member
Joined
Oct 20, 2023
Messages
2
Office Version
  1. 365
Platform
  1. Windows
Hello all, I am currently stuck on what is proving to be a complicated formula...I fear Ive been trying to many things to where now my brain is spaghetti lol.

*NOTE* Im using excel via outlook email, I dont actually have excel on my device so I couldnt use the minisheet file. I tried, SORRY =(*

Goals:
* Get J4 to SUM Specific Cells located in Cell range G3:G999999 that are based on the Month and Year of Cells A3:A999999
Example: SUM "Net Gross Totals" of only Month & Year: November, 2023 of all the Months and Years listed in Column A

my brain is fried. PLEASE HELP.
 

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Last edited:
Upvote 1
Solution
Upvote 1
Another way with Power query

Power Query:
let
    Source = Excel.CurrentWorkbook(){[Name="Table4"]}[Content],
    #"Removed Columns" = Table.RemoveColumns(Source,{"Column1", "Column2", "Column3", "Column4", "Column5"}),
    #"Changed Type" = Table.TransformColumnTypes(#"Removed Columns",{{"Date", type date}}),
    #"Inserted Month Name" = Table.AddColumn(#"Changed Type", "Month Name", each Date.MonthName([Date]), type text),
    #"Inserted Year" = Table.AddColumn(#"Inserted Month Name", "Year", each Date.Year([Date]), Int64.Type),
    #"Merged Columns" = Table.CombineColumns(Table.TransformColumnTypes(#"Inserted Year", {{"Year", type text}}, "en-US"),{"Month Name", "Year"},Combiner.CombineTextByDelimiter("-", QuoteStyle.None),"DATE.1"),
    #"Grouped Rows" = Table.Group(#"Merged Columns", {"DATE.1"}, {{"Total", each List.Sum([Column6]), type number}})
in
    #"Grouped Rows"
 
Upvote 1
Everyone here who replied THANK YOU and I love you all for your help.

Mr. awoohaw was the first message I read and it was the first solution I tried and it worked like a charm! Thank you sir and sir's! 🥂
 
Upvote 0
Thanks for the feedback. Welcome to the Mr. Excel forum!

Best Wishes!
 
Upvote 1

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