Hi, seeking some help and expertise please. Im sure this is simple although im not having any luck myself with my limited Excel knowledge.
I have a data set of monthly data across many months and years.
I would like to be able to sum data for a quarter if a date value is prior to that quarter. Eg,
If date < 1/10/24 then sum values in fields Oct-24, Nov-24, Dec-24. If the date is >= 1/10/24, do nothing.
I am looking to do this across many months, quarters, years so having the formula dynamic is what im hoping to achieve to avoid nominating the specific dates each time.
Sample dataset attached. thankyou for your time and help.
Hi, you can determine the quarter using the following formula
ROUNDUP(MONTH(A3)/3,0) this will return 2 in your case, then you will have to integrate this calculation within IF conditions in the formula.
If you're using Excell 2021 or 365 you van used advanced functions which are not available in pree 2021 versions
