SUMIFS across 40 monthly sheets or one long table with a month column Formula Help
Inherited a workbook with one sheet per month going back three and a half years, identical layout, about 800 rows each. I need totals by category by month and eventually a chart. Do I keep the structure and write SUMIFS across all the sheets, or consolidate into one table and pivot it? Consolidating is maybe a day of work, and I have to keep the monthly sheets for other people.
@xlookup_lena · 7mo ago · 3 replies
Consolidate, and do it in Power Query so the day of work turns into a refresh button. Point it at the workbook, append all the sheets, add the sheet name as a month column, load to a table, pivot from there. Cross-sheet SUMIFS with INDIRECT is possible and genuinely awful: slow, volatile, and it fails silently when someone renames a sheet or inserts a row. You will spend the same day debugging it in six months. The monthly sheets can stay exactly as they are for the humans who like them — the query reads them, it does not replace them.
Reply
Report
@gpio_gwen · 7mo ago
That the monthly sheets can stay is what I needed to hear. It was my whole objection.
Reply
Report
@xlookup_lena · 7mo ago
It usually is, and it is solved. Just make sure nobody reorders columns, because the append matches on header names rather than position.
Reply
Report