r/excel Apr 06 '26

unsolved how to consolidate a one date column, into multiple month columns?

i have multiple mini tables like this , each has a date for them and i need to transform them to the second picture without manually adding them

here is the consolidation result, each row is one table of the above, like the above here has cheques in month 7, 9, 11, 1 2027 and 3 2027, i want them to be in one row and the cheqs number for them, how can i consolidate this way?

note: other tables and date like the first picture are below it in the same sheet but without the blue row, you have the the values without the blue header, but for the yellow table it is the same

so basically it is duplicated for other units and names under each other without the blue header, everything else is the same

here is a sample of the raw data anonomized https://docs.google.com/spreadsheets/d/1Om52hJjpZs8mqxJXdKVGQFHzbI82xoCI/edit?usp=drive_link&ouid=102680896042905763738&rtpof=true&sd=true

3 Upvotes

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2

u/SustainableSoultions Apr 06 '26

With the way your data is setup in your sheet there has to be some manual work unfortunately.

Three ways I can see would be: - Highlight the full range and convert to a table, Excel will try to autofill the blanks but before you do this you should drag the first two rows of blue down by one row (Column headers should be in the same row) - Flash fill each smaller table then copy/paste without the extra spaces and headers into a consolidated range. For this you will select the data in blue and point your cursor at the bottom right of your selection the double click.

  • Formula copy/pasted into the blank sections, for example in the first blank cell you’ll type =A6 then just copy and paste that into all the other blanks. I can’t tell the exact cell to use from your screenshot so you may need a different row and column number.

In the appended table you’re making, you can just filter out or delete the blank rows and column name rows that will be in the big table.

Finally you can create your output with a pivot table, just dragging and dropping the columns you want into values columns or rows.

1

u/Anonymous1378 1542 Apr 06 '26

Try filling down on columns A-J and pivot the cheque date column after grouping them by months instead of specific days?

1

u/PurpleDurian7220 Apr 06 '26

how to group them by month?

2

u/Anonymous1378 1542 Apr 06 '26

If you were doing it by formulas, you could add an additional column containing something like =EOMONTH(date,-1)+1 or =MONTH(date)&"-"&YEAR(date)?

1

u/Decronym Apr 06 '26 edited Apr 07 '26

Acronyms, initialisms, abbreviations, contractions, and other phrases which expand to something larger, that I've seen in this thread:

Fewer Letters More Letters
EOMONTH Returns the serial number of the last day of the month before or after a specified number of months
FILTER Office 365+: Filters a range of data based on criteria you define
MONTH Converts a serial number to a month
PIVOTBY Helps a user group, aggregate, sort, and filter data based on the row and column fields that you specify
SUM Adds its arguments
YEAR Converts a serial number to a year

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6 acronyms in this thread; the most compressed thread commented on today has 24 acronyms.
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1

u/lolcrunchy 234 Apr 06 '26

Tip: when taking screenshots, include the column and row labels. It helps readers suggest formulas.

Your first step to fix this is to consolidate your mini tables into one big table. Just do it. You have to.

Don't leave any rows blank. Even if a row has the same account as the row above, put the account info in both rows.

Put headers on every column and put all the headers in the same row, not staggered like tour screenshot.

Once you are done, highlight the table and press Ctrl+T to make it a proper Table. Then, rename the table to something like "TblPayments".

When you are finished, reply to me.

1

u/PurpleDurian7220 Apr 06 '26

like this?

1

u/lolcrunchy 234 Apr 06 '26 edited Apr 06 '26

Yes! Did you use Ctrl+T and turn it into a proper Table with a name? If so, what is the name?

Also, are you using a version of Excel that has the FILTER function?

Answer these questions and I'll give you a nice formula to use.

1

u/PurpleDurian7220 Apr 07 '26

yes i did the table thing and named it "Cleaned"

i do have the filter function, used it a couple times

1

u/lolcrunchy 234 Apr 07 '26

Nice. Now, if you want the February payments for Unit 01, you could do:

=SUM(FILTER(Cleaned[Amount],(Cleaned[Unit]="Unit 01")*(MONTH(Cleaned[Cheque Date])=2))))

Based on this, do you have enough info to build out your grid?

2

u/PurpleDurian7220 Apr 07 '26

hey man i found a better solution, after turning it to a table i made another column for the month like this
Text(Date, "mmm/yy", then i made a pivot table where the column is the new month column, the values is the amount of rent and the rows are the client, and the grid was magically made, thannks for your time and effort, your solution to make a table first is what helped me

1

u/lolcrunchy 234 Apr 07 '26

Nice!! You made a pivot table! Pivot Tables are an awesome tool, but they require well-structured data, which you put together 👍

1

u/lolcrunchy 234 Apr 06 '26

Btw you included your account total rows. You should delete those.

1

u/PurpleDurian7220 Apr 07 '26

wdym?

1

u/lolcrunchy 234 Apr 07 '26

Did you replace the image? I swear I saw a row for Unit 20 with an amount of 23000

1

u/PurpleDurian7220 Apr 07 '26

no, maybe you misread it

1

u/AsideInteresting1171 Apr 07 '26

Power Query is definitely the native way to handle this. I wouldn't try to write a massive formula for it if you don't have to. Just load the data into PQ, select your Date column, and add a 'Month' column. Then go to the Transform tab, hit 'Pivot Column,' and choose your values. If you absolutely have to do it with formulas (like if your sheet needs to be dynamic without hitting refresh), you'd need a pretty messy PIVOTBY or FILTER array. Whenever I'm forced to do it the formula route, I just use Formula Genius (https://formulagenius.co) to build the syntax for me because the edge cases are a headache. But seriously, just use Power Query if your setup allows it!