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Subject Topic: Need an Excel SuperUser to help me! Post ReplyPost New Topic
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mamaslearning
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Posted: March 05 2013 at 3:25pm | IP Logged Quote mamaslearning
I have an old version of Excel, 2003, so there are some functions not available that I find online in tutorials.

I have a checkbook register in excel with simple calculations of register totals when debits/credits are entered. I also have a category field I populate with a drop down list (list kept on another sheet). Same goes for the type of transaction (drop down list with income, expense, etc.).

I want to generate a report that sums the $ for each category for a specific time period. I have tried a pivot table, but I cannot get it to filter the date (this is where the old version is a pain, newer version allows to filter a range of dates). I have also tried to use formulas, nesting sumifs and ifs, but cannot get the date to filter with an AND formula. Ugh, I'm stuck.

Here's the logic that I need translated into a formula:

If the date is between "beg date" and "end date", then sum (a range of cells minus a range of cells) for a specific category.


Anybody want to help?

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mamaslearning
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Posted: March 06 2013 at 9:24am | IP Logged Quote mamaslearning
Still stuck . It seems I have been out of the loop for too long and my brain is having fits about thinking in a logical fashion. Anybody know of a friendly excel forum?

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DominaCaeli
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Posted: March 06 2013 at 10:13am | IP Logged Quote DominaCaeli
My husband can definitely help you. I'll have him answer your question when he's home at lunch.

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DominaCaeli
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Posted: March 06 2013 at 10:30am | IP Logged Quote DominaCaeli
Just asked him: "She will need to use the conditional sum wizard. She can install the add-on if it's not already installed." Does that help? If you need more specifics, let me know and I'll have him write out a full response his evening.

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mamaslearning
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Posted: March 06 2013 at 12:30pm | IP Logged Quote mamaslearning
Thank you, and your husband!    That's exactly what I needed, and now that I have the formula I was able to tweak it and copy it to create my full report. Thanks for the help!

Ah, the light bulb of understanding is such a wonderful feeling!

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