Did this got resolved at your end or do you need help on this?

On Mon, Jun 23, 2014 at 3:36 AM, Jim Bucklin <jim.buck...@gmail.com> wrote:

> Hi, I have been racking my brain on this one and can’t figure out a
> solution…
>
> I have a spreadsheet that tracks expenses by category (Staffing, Travel &
> Entertainment, MKTG, etc.). I want to be able to display the data by
> “expense category” and by “year” on a pie chart or graph.
>
> As the sheet is now, I enter a description of the expense in column A and
> then select from a dropdown in column C (period) to identify the expense as
> monthly or one-time. I then enter the “Date / Begin Date” (column E) of the
> expense. The monthly expenses are calculated on a going forward basis for
> each year through 2018. In other words, if I enter Office Rent of $2,000 as
> a monthly expense that starts in Jan 2014, each month going forward has the
> $2,000 expense in the total. One-time expenses are only added to the month
> they are incurred. The expense totals are then added to a separate tab as
> “recurring” or “non-recurring” by month and compared to sales forecast
> numbers to measure cash flow.
>
> I added a column (B) to the sheet for each “expense category” which is
> selected from a dropdown list.
> I need help with the formula to separate the expense by category and
> calculate the total by year based on the dates from E. I had help creating
> this sheet and I’m over my head on this new feature… Any help is greatly
> appreciated!!
>
> Attached is an example sheet with a mock-up of how the inputs are now.
> Unfortunately, I can’t post the actual sheet due to the info already in
> there…
>
> Many thanks!
>
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