Using a month as a trigger to do a calculation

  • Thread starter Thread starter debra
  • Start date Start date
D

debra

I have a spreadsheet that has entries set out by date. I now need to break
that data out by month so it can be totaled. Have tried a couple of
solutions and am not finding something that really gets me what I need.
Basically what I need to do is:

If cell E1 is a date in June I need to total the dollars in columns E4-E7.
If the month is not June then I do not need it to do anything. Would need to
to the same for each month of year in different columns.

Currentlyl I am doing this manually and looking for a better solution that
eliminates the manual input. Any ideas would be welcome.
 
Hello debra, at the most basic level you can use a formula like

=IF(MONTH(E1)=6,SUM(E4:E7),"")

Does that help? Note: this won't differentiate by year
 
I use Excel 2003

The month() function will return the number of the month of a date, from
1-12. You can use this in combination with a lookup function to retrieve the
month name from a list if you need / want the name

1 January
2 February
3 March
....

To do the summation, you might look into the subtotals command in
conjunction with the above.
 
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