Hi, I have been racking my brain on this one and can’t figure out a solution…
I have a spreadsheet that tracks expenses by category (Staffing, Travel & Entertainment, MKTG, etc.). I want to be able to display the data by “expense category” and by “year” on a pie chart or graph. As the sheet is now, I enter a description of the expense in column A and then select from a dropdown in column C (period) to identify the expense as monthly or one-time. I then enter the “Date / Begin Date” (column E) of the expense. The monthly expenses are calculated on a going forward basis for each year through 2018. In other words, if I enter Office Rent of $2,000 as a monthly expense that starts in Jan 2014, each month going forward has the $2,000 expense in the total. One-time expenses are only added to the month they are incurred. The expense totals are then added to a separate tab as “recurring” or “non-recurring” by month and compared to sales forecast numbers to measure cash flow. I added a column (B) to the sheet for each “expense category” which is selected from a dropdown list. I need help with the formula to separate the expense by category and calculate the total by year based on the dates from E. I had help creating this sheet and I’m over my head on this new feature… Any help is greatly appreciated!! Attached is an example sheet with a mock-up of how the inputs are now. Unfortunately, I can’t post the actual sheet due to the info already in there… Many thanks! -- Are you =EXP(E:RT) or =NOT(EXP(E:RT)) in Excel? And do you wanna be? It’s =TIME(2,DO:IT,N:OW) ! Join official Facebook page of this forum @ https://www.facebook.com/discussexcel FORUM RULES 1) Use concise, accurate thread titles. Poor thread titles, like Please Help, Urgent, Need Help, Formula Problem, Code Problem, and Need Advice will not get quick attention or may not be answered. 2) Don't post a question in the thread of another member. 3) Don't post questions regarding breaking or bypassing any security measure. 4) Acknowledge the responses you receive, good or bad. 5) Jobs posting is not allowed. 6) Sharing copyrighted material and their links is not allowed. NOTE : Don't ever post confidential data in a workbook. Forum owners and members are not responsible for any loss. --- You received this message because you are subscribed to the Google Groups "MS EXCEL AND VBA MACROS" group. To unsubscribe from this group and stop receiving emails from it, send an email to [email protected]. To post to this group, send email to [email protected]. Visit this group at http://groups.google.com/group/excel-macros. For more options, visit https://groups.google.com/d/optout.
Example Sheet.xlsx
Description: MS-Excel 2007 spreadsheet
