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FILTER function by Month & Year

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(@kasey)
Posts: 20
Eminent Member
Topic starter
 

Hi

 

I have data of expenses  (over 7000 rows), the columns are :- 

DATE (DD/MMM/YY) - DESCRIPTION - AMOUNT

 

I'd like to filter this data by MMM YY and sum AMOUNT in a new sheet

Is this possible with the FILTER function?  Or, is there a better function

 

I'll be very grateful for any advice

Much appreciated

Kasey

 
Posted : 11/03/2024 10:08 am
(@keebellah)
Posts: 373
Reputable Member
 

Hi,

My first idea I would suggest a helper column but

If you're using Excel 365 or 2021 you can use embedded filter functions oer even sumifs functions 

 
Posted : 12/03/2024 2:50 am
Riny van Eekelen
(@riny)
Posts: 1185
Member Moderator
 

I would suggest that you create pivot table. The attached file contains a small scale example, but it would work just as good on 7000 rows of data.

 
Posted : 12/03/2024 4:11 am
(@kasey)
Posts: 20
Eminent Member
Topic starter
 

Thank you so much!

 
Posted : 13/03/2024 5:35 am
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