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Summarise 2D Dynamic Array?

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If you're navigating the complexities of 2D dynamic arrays in Excel 365 on Windows 11, you're not alone. Many users seek to streamline their data management for forecasting, particularly when working with dynamic ranges for multiple years. The challenge of summarizing monthly forecasts by year can be daunting, especially when encountering errors like #REF! and #CALC!. In this guide, we'll explore a solution that allows you to consolidate your dynamic range totals by year, empowering you to enhance your forecasting capabilities effortlessly. Let's dive in.

Using Excel 365 on Windows 11

This should be simple, but I haven’t manged to find a way to do it (and Copilot has just generated a bunch of #REF! and #CALC! errors…)

I’m trying to do some basic forecasting over multiple years, but using dynamic ranges so the start and end dates, and the number of categories forecast can update automatically. I can get to a dynamic forecast by month, but am drawing a blank when I try to summarise that by year.

A simplified version of the sheet currently looks like this:

https://preview.redd.it/li08zsp8w7rg1.png?width=584&format=png&auto=webp&s=2d61ac0c1d887bb3b18bb3f08a9542fbc72f439b

Data entry in B4:E10

Months dynamic range (pink) calculated in C14

=EOMONTH(D2,SEQUENCE(1,F2,0,1))

and spills C14 to AL14, or wherever the last month is.

Categories dynamic range (pale blue) calculated in B15

=FILTER(B4:.B10,B4:.B10<>""))

and spills B15 to B20 here.

Years dynamic range (peach) is just a helper row =YEAR(C14#). It might not even be necessary other than visually.

The Forecast dynamic range (green) is then

=XLOOKUP($B15#,$B$4:.$B$10,$C$4:.$C$10,0)*(C14#>=XLOOKUP($B15#,$B$4:.$B$10,$D$4:.$D$10,0))*(C14#<=XLOOKUP($B15#,$B$4:.$B$10,$E$4:.$E$10,0))

All I want to do is put one formula in C25 to calculate the blue dynamic range total by year for each category. The years are a dynamic range (UNIQUE of C14 above) and the categories are just B15#.

This it turns out is completely beyond me - I can calculate each row individually using SUMIFS quite easily, but cannot persuade it to calculate one SUMIF for each line using one formula

Anyone got a good way to deal with this? Thanks.

submitted by /u/sprainedmind
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