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-   -   Sumif & Dates (https://www.excelbanter.com/excel-worksheet-functions/89005-sumif-dates.html)

angela

Sumif & Dates
 
I'm under deadline and need some help! My spreadsheet is:
Column A = Date
Column B = Month # (such as 1 for January)
Column E = Expense $ Amount
Column F = Revenue $ Amount
Column G = Balance $ Amount

I need a formula that total columns E & F driven by a YEAR TO DATE date
(i.e. 4/30/06 to include all rows from January 1 to April 30). In cell C6 I
have the current month # (1 for Jan) & to my calculation is : SUMIF
(B10:B999,C6,E10:E999)-SUMIF(B10:B999,C6,F14:F999). This only gives me the
result for that particular month number I have in cell C6. Is there a way I
can get a YEAR TO DATE date in cell C6 to use in my formula?

My goal is to let this formula calculate a year to date balance without
having to change the formula parameters each month.

I'll take any and all suggestions! Thank you!
-
angela

Biff

Sumif & Dates
 
Hi!

If the dates are for *this year only* and start in January:

=SUMIF(A10:A999,"<="&C6,E10:E999)-SUMIF(A10:A999,"<="&C6,F14:F999)

If the dates may span multiple years then you'd need 2 cells to hold a start
date and an end date and it would take a different formula. Post back if
that's the case.

Biff

"angela" wrote in message
...
I'm under deadline and need some help! My spreadsheet is:
Column A = Date
Column B = Month # (such as 1 for January)
Column E = Expense $ Amount
Column F = Revenue $ Amount
Column G = Balance $ Amount

I need a formula that total columns E & F driven by a YEAR TO DATE date
(i.e. 4/30/06 to include all rows from January 1 to April 30). In cell C6
I
have the current month # (1 for Jan) & to my calculation is : SUMIF
(B10:B999,C6,E10:E999)-SUMIF(B10:B999,C6,F14:F999). This only gives me
the
result for that particular month number I have in cell C6. Is there a way
I
can get a YEAR TO DATE date in cell C6 to use in my formula?

My goal is to let this formula calculate a year to date balance without
having to change the formula parameters each month.

I'll take any and all suggestions! Thank you!
-
angela




Biff

Sumif & Dates
 
P.S.

C6 is the date cell. Enter whatever date you want and the formula will
calculate based on any dates in column A that are less than or equal to the
date entered in C6. That's why I noted this:

If the dates are for *this year only* and start in January:


Also, I just noticed a difference in ranges:

=SUMIF(A10:A999,"<="&C6,E10:E999)-SUMIF(A10:A999,"<="&C6,F14:F999)


F14 should be F10:

=SUMIF(A10:A999,"<="&C6,E10:E999)-SUMIF(A10:A999,"<="&C6,F10:F999)

Biff

"Biff" wrote in message
...
Hi!

If the dates are for *this year only* and start in January:

=SUMIF(A10:A999,"<="&C6,E10:E999)-SUMIF(A10:A999,"<="&C6,F14:F999)

If the dates may span multiple years then you'd need 2 cells to hold a
start date and an end date and it would take a different formula. Post
back if that's the case.

Biff

"angela" wrote in message
...
I'm under deadline and need some help! My spreadsheet is:
Column A = Date
Column B = Month # (such as 1 for January)
Column E = Expense $ Amount
Column F = Revenue $ Amount
Column G = Balance $ Amount

I need a formula that total columns E & F driven by a YEAR TO DATE date
(i.e. 4/30/06 to include all rows from January 1 to April 30). In cell
C6 I
have the current month # (1 for Jan) & to my calculation is : SUMIF
(B10:B999,C6,E10:E999)-SUMIF(B10:B999,C6,F14:F999). This only gives me
the
result for that particular month number I have in cell C6. Is there a
way I
can get a YEAR TO DATE date in cell C6 to use in my formula?

My goal is to let this formula calculate a year to date balance without
having to change the formula parameters each month.

I'll take any and all suggestions! Thank you!
-
angela






angela

Sumif & Dates
 
Biff - You are my hero!~ That worked perfectly. Thx!
--
angela


"Biff" wrote:

P.S.

C6 is the date cell. Enter whatever date you want and the formula will
calculate based on any dates in column A that are less than or equal to the
date entered in C6. That's why I noted this:

If the dates are for *this year only* and start in January:


Also, I just noticed a difference in ranges:

=SUMIF(A10:A999,"<="&C6,E10:E999)-SUMIF(A10:A999,"<="&C6,F14:F999)


F14 should be F10:

=SUMIF(A10:A999,"<="&C6,E10:E999)-SUMIF(A10:A999,"<="&C6,F10:F999)

Biff

"Biff" wrote in message
...
Hi!

If the dates are for *this year only* and start in January:

=SUMIF(A10:A999,"<="&C6,E10:E999)-SUMIF(A10:A999,"<="&C6,F14:F999)

If the dates may span multiple years then you'd need 2 cells to hold a
start date and an end date and it would take a different formula. Post
back if that's the case.

Biff

"angela" wrote in message
...
I'm under deadline and need some help! My spreadsheet is:
Column A = Date
Column B = Month # (such as 1 for January)
Column E = Expense $ Amount
Column F = Revenue $ Amount
Column G = Balance $ Amount

I need a formula that total columns E & F driven by a YEAR TO DATE date
(i.e. 4/30/06 to include all rows from January 1 to April 30). In cell
C6 I
have the current month # (1 for Jan) & to my calculation is : SUMIF
(B10:B999,C6,E10:E999)-SUMIF(B10:B999,C6,F14:F999). This only gives me
the
result for that particular month number I have in cell C6. Is there a
way I
can get a YEAR TO DATE date in cell C6 to use in my formula?

My goal is to let this formula calculate a year to date balance without
having to change the formula parameters each month.

I'll take any and all suggestions! Thank you!
-
angela







Biff

Sumif & Dates
 
You're welcome. Thanks for the feedback!

Biff

"angela" wrote in message
...
Biff - You are my hero!~ That worked perfectly. Thx!
--
angela


"Biff" wrote:

P.S.

C6 is the date cell. Enter whatever date you want and the formula will
calculate based on any dates in column A that are less than or equal to
the
date entered in C6. That's why I noted this:

If the dates are for *this year only* and start in January:


Also, I just noticed a difference in ranges:

=SUMIF(A10:A999,"<="&C6,E10:E999)-SUMIF(A10:A999,"<="&C6,F14:F999)


F14 should be F10:

=SUMIF(A10:A999,"<="&C6,E10:E999)-SUMIF(A10:A999,"<="&C6,F10:F999)

Biff

"Biff" wrote in message
...
Hi!

If the dates are for *this year only* and start in January:

=SUMIF(A10:A999,"<="&C6,E10:E999)-SUMIF(A10:A999,"<="&C6,F14:F999)

If the dates may span multiple years then you'd need 2 cells to hold a
start date and an end date and it would take a different formula. Post
back if that's the case.

Biff

"angela" wrote in message
...
I'm under deadline and need some help! My spreadsheet is:
Column A = Date
Column B = Month # (such as 1 for January)
Column E = Expense $ Amount
Column F = Revenue $ Amount
Column G = Balance $ Amount

I need a formula that total columns E & F driven by a YEAR TO DATE
date
(i.e. 4/30/06 to include all rows from January 1 to April 30). In
cell
C6 I
have the current month # (1 for Jan) & to my calculation is : SUMIF
(B10:B999,C6,E10:E999)-SUMIF(B10:B999,C6,F14:F999). This only gives
me
the
result for that particular month number I have in cell C6. Is there a
way I
can get a YEAR TO DATE date in cell C6 to use in my formula?

My goal is to let this formula calculate a year to date balance
without
having to change the formula parameters each month.

I'll take any and all suggestions! Thank you!
-
angela









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