Formula for in between dates

Andream005

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Account
DateVendorVendor NameDescriptionAmount Paid
27205127/7/201418TPS-TreasuryKTC - Shadow Day - Rogers High School $ 253.00
22135807/21/201480007DeAnn CooksCollege Access CGP Summer Institute $ 231.43
2199682S7/30/2014293Admiral ExpressStamp/Supplies $ 19.99
22135809/11/201480007DeAnn CooksTravel Mileage - Day of Caring and Counselor's Fair $ 25.20
2199682S10/16/2014551LU National Panhellenic CounselLU Homecoming Step Show Admission $ 215.00
2199682F10/16/201480007DeAnn CooksKTC Family Night $ 90.83


In this spreadsheet, I'm attempting to sum by a month date range and account number so my end results would be something like this:
KTCOperating ExpensesJul-14Aug-14Sep-14Oct-14Nov-14Dec-14Jan-15Feb-15Mar-15Apr-15May-15Jun-15Total


I'm using the SUMIFS function to look at the original spreadsheet that looks like this:

=SUMIFS(DETAILS!F3:F19, DETAILS!B3:B19,"<=07/31/2015",DETAILS!A3:A19,"=2720512")
(Pulling from the detail invoices spreadsheet)

What I need to do is to be able to update the date for each month, (July totals, Aug totals, Sept, Etc.) but when I use <08/30/2014, etc it pulls July and August in my monthly report and I want the report by month. Can you help?
Thank you for any help.
Andrea
 
You would need something like:

=SUMIFS(DETAILS!F3:F19, DETAILS!B3:B19,">=07/01/2015",DETAILS!B3:B19,"<=07/31/2015",DETAILS!A3:A19,"=2720512")

or, assuming your headers are actual 1st of the month dates, formatted as MMM-YY, starting in C1 then you can use those in the formula

=SUMIFS(DETAILS!F3:F19, DETAILS!B3:B19,">="&C$1,DETAILS!B3:B19,"<="&EOMONTH(C$1,0),DETAILS!A3:A19,"=2720512") copied across.

and if the 2720512 corresponds to a value in the KTC or Operating Expenses column, you can use that reference so you can further copy down this formula:

=SUMIFS(DETAILS!F3:F19, DETAILS!B3:B19,">="&C$1,DETAILS!B3:B19,"<="&EOMONTH(C$1,0),DETAILS!A3:A19,$B2)

where B2 contains 2720512...
 
OK, this worked great! Thanks.

Now, what i need to be able to do is, on the details tabs, as I add invoices, i need the formulas to dynamically update so that I don't have to go in every time and change my cell ranges in the sumifs formulas. So like the range now is f3 thru F19 but as I add invoices, that will increase.

is that something that can happen dynamically?
 
Go to the Details tab, and then go to Formulas, then Define Name.

Enter a Name for the range, e.g. Details

Then enter formula for source: =OFFSET(DETAILS!$A$1,,,COUNTA(DETAILS!$A:$A),6) where 6 is number of columns to include (from A to F = 6 columns).

Now change formula to:

=SUMIFS(INDEX(Details,0,6), INDEX(Details,0,2),">="&C$1,INDEX(Details,0,2),"<="&EOMONTH(C$1,0),INDEX(Details,0,1),$B2)
 
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