Combine individual project Costs and Dates into summary table

[lisampederson]

Hello,

I have Table #1 that shows the start date and end date of each project phase 1-3 for projects A, B, and C.  I have Table #2 that shows the costs per project phase 1-3 for projects A, B, and C.   Table #1 and Table#2 are linked by project ID number.  I also have Table #3 that just has months/dates (but it doesn't have a relationship link to the other two tables).  I would like to create a table to combine all this data to be able to visualize spend by month/year for all projects.  Both Tables #1 and #2 contain other important information that's making things difficult to combine.  Any suggestions on how to create a new table that would give me the information that I'm looking for?

Thank you!

[Ashish_Mathur]

Hi,

Share some data and show the expected result.

[lisampederson]

Thanks for your help!  Here's some more information on what I was thinking.

Table 1 columns

ID, Project, Project Deadline (month/year), Project Phase (5 options), Phase Start Date (month/year), Phase End Date (month/year), Phase Duration

Table 2 columns

ID, Project, Project Estimated Cost, Project Phase (5 options), Phase Estimated Cost, Phase Duration

Table 3

Dates (in form of months for lots of years)

Expected Result

Date (month/year), [cost of all projects for that month]

*would like to be able to filter by Project Phase, type of project, etc.

[Ashish_Mathur]

This information will no help,  I will not create your data.  Share data which i can download in an Excel file.

[lisampederson]

Hello,

I have Table #1 that shows the start date and end date of each project phase 1-3 for projects A, B, and C.  I have Table #2 that shows the costs per project phase 1-3 for projects A, B, and C.   Table #1 and Table#2 are linked by project ID number.  I also have Table #3 that just has months/dates (but it doesn't have a relationship link to the other two tables).  I would like to create a table to combine all this data to be able to visualize spend by month/year for all projects.  Both Tables #1 and #2 contain other important information that's making things difficult to combine.  Any suggestions on how to create a new table that would give me the information that I'm looking for?

Thank you!

[Anonymous]

I may not clear about your situation, but instead of merging tables, I would prefer to linking the date table with Table #1 via start date or end date, so that the 3 tables would be connected with each others. This could allow to be able to visualize spend by month/year for all projects.