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display dashboard summary with specific month details

S

Sreehari

Member
Dear friends,

I have some data in excel sheet which is month wise .I need to create a summary of the same in a separate sheet in the same work book . I need an excel formula which help me in display the details of specific month in the summary/ dash board sheet .for example , if i want to see the summary details of Jan-2017( may be a combo box form which i can select the month) the formula need calculate the details for that specific month and display the summary accordingly.

regards
Sreehari
 
My suggestion would be use Pivot Table. When you click inside Pivot Table you will see the setting how I arranged it, lastly when inside the Pivot Table just go to Row Labels Right Click on it, you will see Group Option Select Month, Your Dashboard is done, if you want it to appear single month wise I inserted another Pivot Table to represent that, if you want to give them easy lookable option just insert slicer like i did for bottom Pivot Table. Hope this helps
 

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AhmedAbbas said:
My suggestion would be use Pivot Table. When you click inside Pivot Table you will see the setting how I arranged it, lastly when inside the Pivot Table just go to Row Labels Right Click on it, you will see Group Option Select Month, Your Dashboard is done, if you want it to appear single month wise I inserted another Pivot Table to represent that, if you want to give them easy lookable option just insert slicer like i did for bottom Pivot Table. Hope this helps
Click to expand...

Thanks for the solution. But i am looking for a formula based on IF , IF SUM ,sum product ... like if the month selected is Jan then under specific line item, calculate the values in specific column and display the results.
 
I believe in that case use a control column in which you will use text formula something like =text(A2,"mmyy"). There you have a control field and now you can setup the sumif formula. I hope this helps
 
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