Sumifs, index & match

Rtbrown

New Member
Joined
Sep 6, 2012
Messages
17
I am building a financial model that has one tab that has hard-coded data and another tab that is a formatted monthly financial statement. I am trying to formula that looks at the current month and the ID # and SUMS all of the data on the input tab that has that specific ID #. I know this is possible through a combination of =SUMIFS(Index(input data range(Match but i am not sure how to structure this formula.

-Thank you in advance for any help!

Jan-13Feb-13Mar-13
Balance Sheet
ID #
Ar1000Cash
Ar1010Accounts Receivable
Ar1020Short Term Invstments - - -
Ar1030Prepaid and Other Current Assets - - -

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Excel Facts

Whats the difference between CONCAT and CONCATENATE?
The newer CONCAT function can reference a range of cells. =CONCATENATE(A1,A2,A3,A4,A5) becomes =CONCAT(A1:A5)
Sounds like you can do that with just a SUMIFS formula. Can you provide some sample data and the layout you have?
 
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See if this works for you, if not maybe it will give you some ideas.

Note: The January 2014 etc in the top row are actually date January 1, 2014 etc., formatted to just show the month and year part. It is important that the entry in the cell be kept that way. You can custom format the entry to look however you want it to look, but the underlying value must stay the same.


Excel Workbook
ABCDEFGHIJKL
1Jan 2014Feb 2014Mar 2014
2Balance SheetAr10001/25/2014Cash$2,500.00
3ID #Ar10101/26/2014Accounts Receivable$3,200.00
4Ar1000Cash$7,285.00$7,458.00$895.00Ar10202/5/2014Short Term Invstments$4,578.00
5Ar1010Accounts Receivable$3,200.00$0.00$444.00Ar10203/1/2014Prepaid and Other Current Assets$9,562.00
6Ar1010Short Term Invstments$96,523.00$0.00$365.00Ar10202/1/2014Cash$4,125.00
7Ar1020Prepaid and Other Current Assets$1,245.00$0.00$9,562.00Ar10001/25/2014Accounts Receivable$85,412.00
8Ar10103/2/2014Short Term Invstments$365.00
9Ar10003/5/2014Cash$895.00
10Ar10001/26/2014Cash$4,785.00
11Ar10202/5/2014Accounts Receivable$45.00
12Ar10003/1/2014Short Term Invstments$785.00
13Ar10102/1/2014Prepaid and Other Current Assets$12.00
14Ar10201/25/2014Cash$1,458.00
15Ar10003/2/2014Accounts Receivable$1,247.00
16Ar10101/25/2014Short Term Invstments$96,523.00
17Ar10201/26/2014Prepaid and Other Current Assets$1,245.00
18Ar10002/5/2014Cash$7,458.00
19Ar10103/1/2014Accounts Receivable$444.00
20Ar10202/1/2014Short Term Invstments$125.00
21Ar10001/25/2014Prepaid and Other Current Assets$258.00
22Ar10103/2/2014Prepaid and Other Current Assets$145.00
Sheet4
 
Last edited:
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