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March 6, 2019
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I work for a non-profit that provides healthcare and we have to report monthly and quarterly data on productivity. I have attached a very short sample of a significantly larger spreadsheet (133 rows).
Currently, an end user will type in a reporting period on another sheet that P1 will reference. As you can see, the months then adjust to a preceding month to show historic data. The months range is dynamic based on user input. The end user also selects a facility or "All" and the data then gets pulled for each indicator through index/match based on the users input of date and facility. I have simplified it in the sample to just show the data for one facility.
My current quarterly formula looks at blocks of three months at a time but those are not proper "quarters" (Jan-Mar, Apr-June, Jul-Sep, and Oct-Dec) as you can see entering 7/1/2017 should yield a Q3 '17 of 65, not 172 (sum of 5/1-7/1).
I tried =SUM(OFFSET($B2,,3*COLUMNS($B$2:B2)-3,1,3)) but it of course does not care about the month data.
I also tried =SUM(OFFSET($A$2:$C$2,0,MONTH(DATEVALUE(“01 “&A1&” 2017″))-1)) but was unable to produce the result I am looking for.
Any help is much appreciated.
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March 6, 2019
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After a week of reading, searching, and trying, I finally have a solution for anyone else trying to do this:
For Current Q:
=SUMPRODUCT(--(YEAR($B$1:$P$1)=YEAR(EDATE($P$1,0))),--(ROUNDUP(MONTH($B$1:$P$1)/3,0)=ROUNDUP(MONTH(EDATE($P$1,0))/3,0)),--($B3:$P3))
For previous Q:
=SUMPRODUCT(--(YEAR($B$1:$P$1)=YEAR(EDATE($P$1,-3))),--(ROUNDUP(MONTH($B$1:$P$1)/3,0)=ROUNDUP(MONTH(EDATE($P$1,-3))/3,0)),--($B3:$P3))
To go further back, just change the "-3" after each EDATE to a multiple of 3 (e.g.: 3 = Q - 1Q, 6 = Q - 2Q, 9 = Q - 3Q).
Hopefully this will save someone else the time. Big thanks to Hangman and Daddylonglegs on Excel Forum.
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June 25, 2016
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Hi Jonathan
Thanks for sharing.
You can also use SUMIFS to get the result you want. From your example, there can be as many as 6 Quarters (you only showed 5 in your example)
My formulas in row 2 can be further modified to include the EDATE if necessary.
Hope this provide another alternative for you.
Cheers
Sunny
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