Why formula should I use?

[Nikki72]

I would like to create summary worksheet summing data from another sheet.

Here's sample

........a..............b............c.............d
1....client.......fund......amount......date
2......abc..........1...........$20..........1/08
3......xyz...........2...........$40..........2/08
4......abc..........1............$50..........3/08
5......def..........2............$10...........4/08

I want to create a new summary worksheet to sum total dollars by date and
underlying fund.

Not sure what formulas I should be using?

Any help?

 

[JMay]

Have you tried a Pivot Table?

 

[Max]

... to sum total dollars by date and underlying fund.

.. what formulas I should be using

Well, the pivot option as mentioned by JMay is really one good way to explore

As for the formulas route, SUMPRODUCT springs instantly to mind,
its good for multi-criteria summing (and counting as well)

Here's 2 multi-criteria summing examples
relevant to your posted data/underlying intents to get you going
(Real dates are assumed in the date col D)

=SUMPRODUCT((B2:B10=1)*(TEXT(D210,"mmmyy")="Nov08"),C2:C10)
returns Total Amt for Fund=1 for Nov 2008 (a particular month-year)

=SUMPRODUCT((B2:B10=1)*(D210>=--"15-Nov-2008")*(D210<=--"25-Nov-2008"),C2:C10)
returns Total Amt for Fund=1 for a defined period: 15 Nov 2008 to 25 Nov
2008 (both startdate, enddate inclusive)

Adapt the ranges to suit the actual extents of your data. Fix the ranges
(add $ signs) if you are copying it down.
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Max
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