excel formulas, add up certain cells

jonbrom

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hi

i am trying to work out a formula, but im having some difficulty, below is what i am trying to do.

i need to be able to calculate how much i have billed a client for each month

Sheet 1 - sales ledger

Date Client Amount
14/2 client 1 £100
15/2 client 2 £50
15/2 client 3 £300
16/2 client 1 £200
17/2 Client 3 £500
1/3 client 3 £100
5/3 client 1 £400
10/3 client 2 £500

and so

sheet 2 - Monthly totals for each client

Client Jan, Feb, Mar, Apr etc
Client 1 total for that month amount

etc

can anyone help?
 

NBVC

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You can use a Pivot table for that. See attached.

Drag the Client to Row Labels, drag the date to the Column Label area, and drag amount to summation area.

then right click on one of the dates in the Pivot Table, select Group, then Months. Click Ok.
 

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  • Book1.xlsx
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