Sum by Quarter and Year

3.58K viewsFormulas and Functions
0

Can anyone help…please see attached file…sample real estate portfolio with transaction data (by date) over a 10-yr period linked to Access database with Data NAV…would like to add the functionality to be able to filter by month/year, quarter/year…can already filter/slice/dice by year/region/property/category…

Data is linked to database in performance matrix sheet…

Problem seems to be summing the transaction data monthly and quarterly and then by year.

Any help would be greatly appreciated.

Best,

E

0

eogulnick

Maybe the Tim Roll Up Model here could give you a hint: [url:2k0ssald]http://quantrix.com/Sample_Models.htm#tc[/url:2k0ssald]

dom

You are viewing 1 out of 1 answers, click here to view all answers.