Customer, value contracted, by month for Metrics
Hi,
I have a grid that contains multiple columns, that include:
Customer
Value $
Date Contracted
I need a formula that will return all these results that can then be presented via a bar chart that shows the customer and value contracted by month, either stacked (best) or shows if you hover over the bar (acceptable) - but am failing to make this work. Any help would be hugely appreciated :)
Best Answer
-
You need a column that contains each customer name and a column for each month. The formula in the month cell will probably be a SUMIFS formula. The syntax for SUMIFS is
=SUMIFS(range,criterion_range1,criterion1,criterion_range2,criterion2)
- Your range will be the column containing the order value,
- criterion range 1 will be the column containing the Customer name,
- criterion 1 will be the customer name on the current row,
- criterion range 2 will be the column containing the date,
- criterion 2 will be the month for the particular column.
You might also need to include a criterion for year if your data covers more than the period you want to chart.
Answers
-
Is this the sort of thing you are looking for?
Stacked bar, that shows the monthly volume when hovered over.
To achieve this, you need to get your data into a format that matches the shape of the chart, like this:
You can do that using SUMIFS formula and the MONTH function. If you share a sample of your data (hiding company names), we can help with the formula to create this.
The settings to make the graph are:
-
Hi,
That looks Fab - thank you so much!! I'm not sure I can share any of the data, but if you can share your formula you used, I will be able to modify it to my data layout and make it work!!
-
You need a column that contains each customer name and a column for each month. The formula in the month cell will probably be a SUMIFS formula. The syntax for SUMIFS is
=SUMIFS(range,criterion_range1,criterion1,criterion_range2,criterion2)
- Your range will be the column containing the order value,
- criterion range 1 will be the column containing the Customer name,
- criterion 1 will be the customer name on the current row,
- criterion range 2 will be the column containing the date,
- criterion 2 will be the month for the particular column.
You might also need to include a criterion for year if your data covers more than the period you want to chart.
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