Sumif or sumproduct formula for a rolling calendar

Hi,

I have sheet 1 where it's a rolling 3 year calendar. Sheet 2 has my data. My goal is to be able to have a formula recreate the numbers I manually summed. I want it to look at the dates, and sum only data is 3 years, or under from the date listed. Once it goes past 3 years, it should no longer be included. My real data set has a lot more data, and goes out more years. This is just a quick example

Thank you

The point is that it needs to be different dates. It s a 3 year rolling exposure. So, we are exposed to this cash for 3 years, once the year mark hits, we are no longer exposed.

So, if we received $1M on May 1st 2014, on June 1st 2017 we that is no longer considered a risk.

Try

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in A5 and drag across

Revised version attached

Try

in B5 and copy across

=SUMPRODUCT((Sheet2!$B$3:$B$26>EDATE(B4,-36))*(Sheet2!$C$3:$C$26))

All works. Thank you