Lets just say, you run a nice little orange shop called, “Joe’s Awesome Oranges“. And being an Excel buff, you record the daily sales in to a workbook, in this format.
After recording the sales for a couple of months, you got a refreshing idea, why not analyze the sales between any given 2 dates? for analysis sake.
So you entered 2 dates, Starting Date in cell F5 and Ending Date in cell F6
How would you sum up the sales between the dates in F5 & F6?
This is where use the powerful SUMIFS formula.
Assuming the dates are in column B & sales are in column C,
we write =SUMIFS($C$5:$C$95,$B$5:$B$95,">="&$F$5,$B$5:$B$95,"<="&$F$6)
to calculate the sum of sales between the dates in F5 & F6.
How does this formula work?
- $C$5:$C$95 portion: This is the range of cells where our Sales values are recorded. We want these to be summed up based on the conditions as below.
- Condition 1: $B$5:$B$95 >= $F$5: This condition tells SUMIFS to check Column B for any dates on or after F5
- Condition 2: $B$5:$B$95 <= $F$6: This condition tells SUMIFS to check Column B for any dates on or before F6
- When combined, the SUMIFS formula checks for both conditions and adds sales only for dates between Starting (F5) and Ending (F6) dates.
- Learn more about SUMIFS syntax & how to use it.
What formula you should use in Excel 2003?
As you may know, SUMIFS formula does not work in earlier versions of Excel. But you don’t have to shut your orange shop because of that. We can use the all powerful SUMPRODUCT formula for this.
For example, =SUMPRODUCT(($B$5:$B$95>=$F$5)*($B$5:$B$95<=$F$6),$C$5:$C$95) would work the same.
Learn more about SUMPRODUCT formula & why it is awesome.
We can even use SUM & OFFSET formulas if …,
We can also use SUM & OFFSET combination to perform this calculation, provided dates are in smallest first order and all dates are entered. For the example, see download file.
Download Example Workbook:
Click here to download example workbook & play with it.
How would you sum up values between 2 dates?
In reporting situations, showing summary of values between 2 dates is a common requirement. So I use either formulas like above or Pivot Tables to do this.
What about you? How would you sum up values between 2 dates? Please share your ideas & tips using comments.
Learn More Date Related Formulas:
- How to find if 2 sets of dates overlap?
- Extract Quarterly Totals from Monthly Data
- Automatic Rolling Months in Excel
- How to Clean-up Dates in Excel
- Calculate Elapsed Time in Excel
- More on Date & Time
Want to Learn More Formulas? Join Our Crash Course
If you want to learn SUMIFS, SUMPRODUCT, OFFSET and 40 other day to day formulas, then consider my Excel Formula Crash Course. It has 31 lessons split in to 6 modules and makes you awesome in Excel formulas.
Click here to learn more about this.
7 Responses to “Project Dashboard + Tweetboard = pure awesomeness!!!”
I would like to see actual hash-tagged DM tweets go out to the specific information consumers. That would be an interesting way to communicate the key daily data to interested parties.
A Twitter-like secure application like Yammer might be a good fit with this.
For example, how about daily tweets to selected user groups (secure) that would display sales, bookings, cash receipts, cash disbursed and a second version that would show the same info for MTD, QTD or YTD figures.
@Dan, it would be great. I did not taught about implementing it on this dashboard because twitter is blocked to the whole intranet here. However, there's a discussion here about how can we send these tweets to blackberries (probably through e-mail) automatically. (I'd like to see this implemented on a jabber restricted network as well, but here it'll probably not happen)
The wrap-up versions you mentioned doesn't apply to my particular scenario, but on a sales tweetboard it would be a great tool indeed - choosing who will receive which message according to hashtags. I'll think on something, thanks for the advice. 🙂
(Ah, btw, I'm Fernando... 🙂 )
@Dan: That is a fun idea. Instead of tightly integrating twitter functionality with a dashboard, i think it would be cool if we have a "tweet this" button that users can click after selecting a range of cells. We can easily show a dialog with the concatenated output of the selected cells and ask user to edit the text and eventually "send to twitter".
For eg. you can select the annual sales figure cell and click on "tweet this" button upon which a dialog will show the value. Then you can pre-pend it something like "DM @boss look at our sales this year: "
@Aires.. thanks once again.
Wow it looks really good. Not sure though how much the tweet facility would help in real world project management, but certainly having a dashboard on a project should be a key deliverable when learning how to manage a project
The other use of this is during the software development life cycle especially when you have parallel streams of development and testing going on. Using a dashboard is a quick way for everyone on the team to see where the project is at and how it all fits together.
Regards
Susan de Sousa
Site Editor http://www.my-project-management-expert.com
Hi Chandoo,
I purchased the project management toolkit but the dashboard shown above with the imbedded scroll bars. Is it included in the project pack??
Thanks
Sue
The gantt chart section of this dashboard is similar to one I have recently created: http://xlcalibre.com/hr-dashboard-gantt-chart-traffic-light-reportIt has a similar approach with scroll bars, but has a couple of additional features. I've tried to incorporate a traffic light report element, and also allow the timescale to adjusted so that can view it by days, weeks or months.I really like the other tables that you've incorporated, I may well try to replicate them to improve my version!
I am a monitoring and evaluation consultant in international development, and one of the services I offer is to help non-profits and foundations develop performance dashboards. I often advise them to develop dashboards for ongoing programs, rather than for one-time or pilot projects, because of the time involved. I am trying to find out from a few people how long it takes you to develop a project management dashboard, and to what extent the indicators vary from one project to the next.