Index Match with date and category criteria

[excelnovice2000]

Hello.
I am trying to use index match function to summarize data using category and date fields. I want to calculate the total for each category by month. Please see attached same of data with desired output. I am trying not to use pivot tables.

I have two tabs data and desired output

Thanks for your help

 

[ETAF]

rather than an index/match
why not
SUMIFS()

=SUMIFS(data!$C$2:$C$100,data!$A$2:$A$100,">="&B$2,data!$A$2:$A$100,"<="&EOMONTH(B$2,0),data!$D$2:$D$100,$A3)

you could do an IF = 0 then blank cell
=IF(SUMIFS(data!$C$2:$C$100,data!$A$2:$A$100,">="&B$2,data!$A$2:$A$100,"<="&EOMONTH(B$2,0),data!$D$2:$D$100,$A3)=0,"",SUMIFS(data!$C$2:$C$100,data!$A$2:$A$100,">="&B$2,data!$A$2:$A$100,"<="&EOMONTH(B$2,0),data!$D$2:$D$100,$A3))

OR excel can be set to surpress zero displayed

what version of excel do you have ?

 

[excelnovice2000]

rather than an index/match
why not
SUMIFS()

=SUMIFS(data!$C$2:$C$100,data!$A$2:$A$100,">="&B$2,data!$A$2:$A$100,"<="&EOMONTH(B$2,0),data!$D$2:$D$100,$A3)

you could do an IF = 0 then blank cell
=IF(SUMIFS(data!$C$2:$C$100,data!$A$2:$A$100,">="&B$2,data!$A$2:$A$100,"<="&EOMONTH(B$2,0),data!$D$2:$D$100,$A3)=0,"",SUMIFS(data!$C$2:$C$100,data!$A$2:$A$100,">="&B$2,data!$A$2:$A$100,"<="&EOMONTH(B$2,0),data!$D$2:$D$100,$A3))

OR excel can be set to surpress zero displayed

what version of excel do you have ?

Hello ETAF,
Didnt realize that I could use SUMIFS. Thanks for your help.

 

[ETAF]

you are welcome