summarize monthly dates with categories and totals

lastnotice

New Member
Joined
Jul 2, 2010
Messages
12
Hello all.

I have a spreadsheet with three columns.

Date, Amount, Category

I have dates ranging from January 1, 2011 to May 31, 2011.

I have to create a summary by month for each category and the total.

Eg,
Jan - Travel - $230.00
Feb - Entertain - $600.00

etc.

How do I do this?
 

Excel Facts

VLOOKUP to Left?
Use =VLOOKUP(A2,CHOOSE({1,2},$Z$1:$Z$99,$Y$1:$Y$99),2,False) to lookup Y values to left of Z values.
Try this way:
54336395.jpg

From D1 down enter first day of the month(ie/1/1/2011) and format as month(Right Click-Format Cell-Custom Format-mmmm

Formula in E1 copy down and accross:

=SUM(IF($A$2:$A$4>$D2,IF($A$2:$A$4<$D3,IF($C$2:$C$4=E$1,$B$2:$B$4))))
Confirm CTRL+SHIFT+ENTER
 
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