On 07/21/2014 09:19 AM, Brian Barker wrote:
At 13:47 20/07/2014 -0400, Charles Marcus wrote:
... we keep sales for Sales by month, with the Sales Rep in a Row and
each month in a column... So something like this:
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
YTD
Sales Rep
Rep 1
Rep 2
What I'm trying to do is come up with a formula that can go in the
YTD column that will SUM only Jan thru Jul for each Rep - and
automatically change to SUM Jan thru Aug once we hit 8/1, etc...
Anyone have a clue? I've tried so many different permutations of
SUMIF(), SUM(INDIRECT()), etc, and just can't figure this one out...
At 08:39 21/07/2014 -0400, Charles Marcus wrote:
I have one sheet for the current year, and other sheets for previous
years. [...] The problem is the same column for the prior year
sheets. I need the YTD column for those sheets to sum up each Sales
Reps totals for that past year, but only to the *current* month.
Subsequent months are not zero, so I can't just SUM the entire range.
Actually I want it to sum the range from Jan to MONTH(TODAY())-1. So,
through the end of the prior month. Hope this better defines the
problem...
Better, but no cigar. You twice above say to the *current month*
(change to August on 1 August; current month) and twice suggest the
previous month (MONTH(TODAY())-1; prior month). The formula will
differ depending on which you require, of course.
Let's suppose you have the months in columns from B to M. Then try:
=SUM(Bn:OFFSET(Bn,0,MONTH(TODAY())-1))
The OFFSET() function here takes a reference to Bn - the January cell
- and offsets it by MONTH(TODAY))-1 cells to the right. So today, in
July, this is six cells to the right, or Hn. The SUM() function sums
from Bn to Hn, which is what you require for July.
If you want the sum to the previous month, you could start with:
=SUM(Bn:OFFSET(Bn,0,MONTH(TODAY())-2))
- but this would not work for January, where you actually need to sum
nothing. You probably need to handle that as a special case by
including an IF() in your expression:
=IF(MONTH(TODAY())=1,0,SUM(Bn:OFFSET(Bn,0,MONTH(TODAY())-2)))
I trust this helps.
Brian Barker
Perhaps I have databases on the brain, but a database seems like a
simpler solution than a spreadsheet.
What is confusing to me is the YTD column. I thought Year To Date
meant the total from January to the current date. With this assumption,
a simple SUM() of the monthly totals for each salesman would always give
you the year to date total.
But I still think a database would be better. With it you could
enter the daily (or weekly) sales of each representative and let the
database do the all the calculations for you including weekly, monthly,
year to date, and annual totals in one or more queries. It likely will
require the use of SQL in the queries though. Specifically, it may
require the use of the GROUP BY clause and doing this in SQL View.
Dan
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