Find/add sum, last week/month

Resolved · Medium Priority · Version 2010

Fri 1 Jun 2012, 10:25 Delegate Marianne said...

Marianne has attended:
Excel Intermediate course
Excel Advanced course

Find/add sum, last week/month

I have an existing workbook to which I wish to add a new function/front sheet. On this I want a running tally of received amounts (per currency) in the last 7 days + in the last 30 days, by updating today's date.

The existing sheet is set up alphabetically, per customer. Dares of incoming payments are random in order, amounts will be in either GBP or USD.

What do I best use here, for my purpose, please?

Current set-up:
Customer Date rcvd USD GBP
A 25/05/12 12.00 48.00
B 02/04/12 1,000.00 582.00
C 01/06/12 580.00 20,000.00

Thanks a lot,
Marianne

Mon 11 Jun 2012, 11:40 Trainer Anthony said...

RE: Find/add sum, last week/month

Hi Marianne, thanks for your query. It's a little difficult to advise you on which particular function you need to use for your situation, but it's definitely going to be one of the Date functions. There's a comprehensive walkthrough of them here:

http://www.cpearson.com/excel/datetime.htm

Hope this helps,

Anthony

Mon 18 Jun 2012: Automatically marked as resolved.

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Adding Rows or Columns in an Excel 2010 Worksheet

If you want to add a row to an Excel spreadsheet, these are the simple steps you should take:

With your mouse, right click on the row header below where you want the new row to be added. Then, click Insert.

Follow exactly the same steps if you want to add a column to an Excel worksheet, right click on the column header, choose Insert and the new column will be inserted to the left of the selected column.

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