Accumulating columuns

  • Thread starter Thread starter Rose Davis
  • Start date Start date
R

Rose Davis

I know this has to be simple. Sheet 1 is a P&Loss statement with Jan-Dec
across the top, account #'s on left side. I need to make Sheet 2 which will
be exactly the same receive the info in Qtr1,Qtr2 or whichever is chosen,
but only one quarter at a time. I am doing this to make comparisons to prior
years. I have used a lookup, no luck. tried this
sum,sheet,index,row,column,indirect) no luck

Thanks for any assistance,
Rose
 
Hi Rose

First of all make a copy of Your P & L on another sheet. I would right click on the worksheet tab
and use the copy command.

In my instructions I have assumed that P & L is on "Sheet1" and copy is on "Sheet2". Data starts in
cell "B3" which is first entry for February. If this is not the case you will have to edit the
formulas as necessary.

Move to the new sheet and into cell B1. Change heading to Qtr1 or as you wish. Change C1, D1 & E1
in same manner

In cell B3 enter the formula

=SUM(Sheet1!B3:D3)

in C3

=SUM(Sheet1!E3:G3)

You should be able to figure out Qtr3 & Qtr4 by now

amend the references as necessary

Copy down all 4 cells as necessary

Thats it

DavidP
 
How will you tell Sheet 2 what Qtr1 you are looking at?

You can try nested if statements



: I know this has to be simple. Sheet 1 is a P&Loss statement with Jan-Dec
: across the top, account #'s on left side. I need to make Sheet 2 which will
: be exactly the same receive the info in Qtr1,Qtr2 or whichever is chosen,
: but only one quarter at a time. I am doing this to make comparisons to prior
: years. I have used a lookup, no luck. tried this
: sum,sheet,index,row,column,indirect) no luck
:
: Thanks for any assistance,
: Rose
:
:
 
But what happens to January? Where do you put the prior year information and
what happens if only 1 quarter of information wants to be shown?



: Hi Rose
:
: First of all make a copy of Your P & L on another sheet. I would right click
on the worksheet tab
: and use the copy command.
:
: In my instructions I have assumed that P & L is on "Sheet1" and copy is on
"Sheet2". Data starts in
: cell "B3" which is first entry for February. If this is not the case you will
have to edit the
: formulas as necessary.
:
: Move to the new sheet and into cell B1. Change heading to Qtr1 or as you wish.
Change C1, D1 & E1
: in same manner
:
: In cell B3 enter the formula
:
: =SUM(Sheet1!B3:D3)
:
: in C3
:
: =SUM(Sheet1!E3:G3)
:
: You should be able to figure out Qtr3 & Qtr4 by now
:
: amend the references as necessary
:
: Copy down all 4 cells as necessary
:
: Thats it
:
: DavidP
:
:
:
: >I know this has to be simple. Sheet 1 is a P&Loss statement with Jan-Dec
: >across the top, account #'s on left side. I need to make Sheet 2 which will
: >be exactly the same receive the info in Qtr1,Qtr2 or whichever is chosen,
: >but only one quarter at a time. I am doing this to make comparisons to prior
: >years. I have used a lookup, no luck. tried this
: >sum,sheet,index,row,column,indirect) no luck
: >
: >Thanks for any assistance,
: >Rose
: >
:
 
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