Finally, I got some time to sit down and do what I love most – write a blog post to make you awesome in Excel. After a whirlwind trip to Sydney, I am back in India to spend few days with my kids & wife before rushing to Australia to run 2nd leg of my training programs (in Perth, Melbourne & Brisbane). I did 2 sessions in Sydney – one for KPMG and other for public and both went very well. We got lots of positive feedback and people really loved it. I am saving the details for another post, but today lets talk about Interactive Sales Chart using Excel.
Take a look at the Interactive Sales Chart
First, take a look at interactive sales chart. Today, you will learn how to build this using Excel.
Inspiration for this chart
Before we learn how you can create such a chart, let me tell where the inspiration came from. Yesterday, Persol, a forum member asked, How to make an info-radar chart, where he mentioned the below chart from Good.is
[Click here to play with this chart]
While I took inspiration from the above chart, I replaced the radar chart with a regular column chart (as column charts are easier to read) and modified the data to a sales data set.
How to create interactive sales chart in Excel?
First, take a look at the data
The sales data for this chart looked like this:
I have set up this data in an Excel Table called as tblSales so that it is easier to write formulas.
The formulas
To calculate various values in the chart, we use ample doses of SUMIFS formula.
The Interactivity
When you click on any year, region or product name, we run worksheet_seletionchange event. This tells our calculation engine which year, region & product are chosen. Then the formulas would (re)calculate the data for charts. This updates the charts & conditional formats.
[Related: Show on-demand details in Excel using VBA]
Here is how the interactive chart works:
How to create interactive charts like this – Video
Since the actual mechanics of this are quite elaborate, I made a short video (15 min) explaining how various parts of this chart work. Please watch it below.
[You can watch the video on our Youtube channel too]
Download Interactive Sales Chart Workbook
Click here to download the workbook & play with it. Examine the macros & formulas to learn more.
How do you like this chart?
I really liked Good.is chart and wanted to see how much of it we can do in Excel. It was a fun exercise. I have noticed that such charts excite people (decision makers too) and make your reports fun.
What about you? How do you like the interactive sales chart? What additions / modifications would you do to it? Please share your thoughts using comments.
Create Interactive Charts using Excel
Interactive charts are one my favorite visualizations. They let users play with the chart & decide what they want. So, naturally I write about them every now and then. Please go thru these examples if you want to learn various interactive charting techniques in Excel.
- Show top x values in a chart interactively
- Interactive dashboard using hyperlinks
- Suicides vs. Murders – Interactive Excel Chart
- Create a quick dynamic chart in Excel
- Interactive charts that leave your boss drooling
- More on Interactive Charts
I also recommend enrolling in our Excel + VBA Class if you want to learn these techniques and create stunning reports & charts. Click here to learn more about our Excel + VBA training program.
27 Responses to “Sum of Values Between 2 Dates [Excel Formulas]”
I would apply a filter and use function subtotal, with option 9. This way you can see multiple views based on the filter.
hey Chandoo, the solutions you proposed are very efficient, but if I wanted to be fancy I would do it this way .. the references are as your example workbook.
=SUM(INDIRECT("C"&(MATCH(F5,B5:B95)+4)):INDIRECT("C"&(MATCH(F6,B5:B95)+4)))
I like things simple:
=SUMIF(B5:B95,">="&F5,C5:C95)-SUMIF(B5:B95,">"&F6,C5:C95)
use something like: =SUM(OFFSET(B1,0,0,DATEDIF(A1,D1,"d")))
and have D1 be the date that I want to sum to.
In Excel 2003 (and earlier) I'd use an array formula to calculate either with nested if statements (as shown here) or with AND.
{=SUM(IF(B5:B95>F5,IF(B5:B95<F6,C5:C95,0),0))}
Note that I truly made this for BETWEEN the dates, not including the dates
I turned the data set into a table named Dailies.
I named the two limits StartDate and EndDate.
And used an array formula:
{=SUM((Dailies[Date]>=StartDate)*(Dailies[Date]<=EndDate)*Dailies[Sales])}
If I would still be using the old Excel I would do it as follows:
SUMIF($B$5:$B$95,"<="&H6,$C$5:$C$95)-SUMIF($B$5:$B$95,"<"&H5,$C$5:$C$95)
Works as simple as it is.
Regards
=sum(index(c:c,match(startdate,c:c,1)+1):index(c:c,match(enddate,c:c,1))
=sum(index(c:c,match(startdate,b:b,1)+1):index(c:c,match(enddate,b:b,1))
Great examples and thanks to Chandoo. You have simplified my work.
Hi! great tips I have found in your page, have you seen this
http://runakay.blogspot.com/2011/10/searching-in-multiple-excel-tabs.html
[...] I'm not sure I understand your question fully, but have a look at this: Sum of Values Between 2 Dates [Excel Formulas] | Chandoo.org - Learn Microsoft Excel Online [...]
Thank you! Thank you! Thank you!
=SUMIF(A2:A11;">="&B13;B2:B11)-SUMIF(A2:A11;"<"&A11;B2:B11)
awesome... thank yoo Chandoo!
which is most efficient and fast, if all are efficient ?
Thank you for this formula, I've just spent ages trying to find something to work on my data, I knew it would be possible! Don't care if others think there are easier/other ways to do it, you explained it so I understood it and could apply it to what I was doing so I'm happy!
The above said example is awesome for calculating values between dates,
can you pls let know how to calculate sale values if we have 10 sales boys for
ex: 1,rama
2,krishna
3,ashwin
4,naga
5,suresh
how much rama sale value between 1/jan/2015 to 10/jun/15
how much krishna sale value between 10/jan/2015 to 15/july/2015
i think you understood can you pls let me know the formula for how to calculate the sale between diffrent sale man sale value from master data file
Thanks,
Nagaraju
Hi
I have a list of people's names in column A, I have a list of dates in column B which records the dates they have been off sick, in column C I have either 1 if it is a full sick day or 0.5 if it is a half day.
What I would like to do is to add up the number of dates a specific person has been off within two dates.
For example, I want to look at my list of names and to find Joe Bloggs (column A), then add up all his sick days (column C). The start date will be in cell E1 and the end date will be in F1.
If this possible using SUMIFS?
List of names are in range A2:A100
List of dates in B2:B100
List of sick days (either 0.5 or 1 in C2:C100
The start date is in cell E2
The end date is in cell F2
Your help would be greatly appreciated.
Yes, with the help of SUMIFS you can have the solution.
Note: you need have an extra col. D2 where you will input Name of the person.
=SUMIFS(C2:C100,A2:A100,D2,C2:C100,">="&E2,C2:C100,"<"&F2)
Col. A Col. B Col. C Col.D Col. E Col. F
Name Date Sales
ABC 28-Jun-11 1 MNO 28-Jun-11 25-Sep-11
XYZ 29-Jun-11 0.5
MNO 30-Jun-11 1
PQR 1-Jul-11 1
Typo ERROR / Correction in formula:
Yes, with the help of SUMIFS you can have the solution.
Note: you need have an extra col. D2 where you will input Name of the person.
=SUMIFS(C2:C100,A2:A100,D2,B2:B100,">="&E2,B2:B100,"<"&F2)
Hi
I have a list of people's names in column A, I have a list of dates in column B which records the dates they have been off sick, in column C I have either 1 if it is a full sick day or 0.5 if it is a half day.
What I would like to do is to add up the number of dates a specific person has been off within two dates.
For example, I want to look at my list of names and to find Joe Bloggs (column A), then add up all his sick days (column C). The start date will be in cell E1 and the end date will be in F1.
If this possible using SUMIFS?
List of names are in range A2:A100
List of dates in B2:B100
List of sick days (either 0.5 or 1 in C2:C100
The start date is in cell E2
The end date is in cell F2
Your help would be greatly appreciated.
Viv
@Viv
Can you please post the question in the Chandoo.org Forums
http://forum.chandoo.org/
Please attach a file so that a specific answer can be delivered.
Thanks for this - it solved the problem that I was having. However can someone please explain to me why the "" needs to be around >= and <= as well as why we need to add & in order for the formula to work? Thanks in advance!
This formula works perfectly as well. Any ideas?: =SUM(INDEX(C5:C95,MATCH(H5,B5:B95,1)):INDEX(C5:C95,MATCH(H6,B5:B95,1)))
ikkeman had posted the same thing.
I am trying to sum total a range of cells between date ranges ie column n has $ amounts column d has the transaction dates ie 1/3/2015 or 25/3/2015 or 25/4/2015 column b has the text saying drp or distribution - reinv
In another cell I am trying to sum or total (in column n) with the value of a range of different dates (column d) that contain different text (column b) ie cell n48 is 50, n65 is 85, n165 is 36
with the dates ie cell d48 is 1/3/2015, d65 is 25/3/2015 and d165 is 25/4/2015
with different text that says drp or distribution - reinv ie cell b48 is drp, b65 is distribution - reinv, b165 is drp
If I wanted to sum the amounts between 1/3/2015 to 31/3/2015 with drp then the total would be 50. Also if I wanted to sum the amounts between 1/4/2015 to 30/4/2015 with drp the sum total would be 36 If I wanted to sum the amounts between 1/3/2015 to 31/3/2015 with drp and distribution - reinv the sum would be 115
What would the formula be for these different questions
hope you can help, it has been driving me nuts and cant work it out