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SUMIFS with matching Month

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    SUMIFS with matching Month

    Hello and good day,
    I am having much difficulty getting this to work, I did some digging around and perhaps it's not the right function or even possible, but I can't quite find the right direction.

    I have a table of transactions where column B will be dates such as "2017-09-01" and column H will be a transaction type. I would like to sum column F based on transaction type and date. Here are a few of the examples I have tried. The only way I can get it to sum is if I explicitly match the exact date. Example table below for clarity.

    B H F
    2017-09-01 Material 159.49
    2017-09-15 Material 2045.59
    2017-10-15 Labor 956.58

    =SUMIFS('2017'!F1:F100, '2017'!B1:B100, "September", '2017'!H1:H100, "Material") - Sums to 0
    =SUMIFS('2017'!F1:F100, MONTH('2017'!B1:B100), "September", '2017'!H1:H100, "Material") - Results in error
    =SUMIFS('2017'!F1:F100, MONTH('2017'!B1:B100), 09, '2017'!H1:H100, "Material") - Results in error
    =SUMIFS('2017'!F1:F100, '2017'!B1:B100, "*Sep*", '2017'!H1:H100, "Material") - Even a wildcard results in error

    I am not sure what else to do... any advice very much appreciated.
    Last edited by vidus; 12-08-2017 at 08:53 PM.

  2. #2
    Forum Moderator jeffreybrown's Avatar
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    Re: SUMIFS with matching Month

    Hi Vidus,

    If the first formula works, change to =SUMIFS('2017'!F:F,'2017'!B:B,"2017-09-01",'2017'!H:H,"Material")

    Other than that suggestion, maybe you could provide a sample sheet to work with.
    Last edited by jeffreybrown; 12-08-2017 at 08:39 PM.
    HTH
    Regards, Jeff

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    Re: SUMIFS with matching Month

    Thanks for the reply jeffreybrown.

    The sample table is pretty much exactly the data I am working with.
    The problem with the first formula is that I was just using it as a test, I am looking to sum all values in a particular month, not a specific date. Perhaps I should have left that example out.

  4. #4
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    Re: SUMIFS with matching Month

    Sorry my brain wasn't engaged.

    Try this...

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    The answer I get for you small sample data is 2205.08

    You can't use the month calculation inside of the Sumifs and you shouldn't use the entire range in a Sumproduct

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    Re: SUMIFS with matching Month

    I just get #VALUE! from this formula. It appears very complex so I am not quite sure what to look for.

  6. #6
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    Re: SUMIFS with matching Month

    Can you post a sample worksheet?

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    Re: SUMIFS with matching Month

    This is very strange, I created a sample workbook using actual data, and the formula did not function until I manually entered another line item... (in red). If you take that away the formula results in #VALUE!

    I checked the formatting, seems ok...
    Attached Files Attached Files

  8. #8
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    Re: SUMIFS with matching Month

    It's because when you empty F8 and H8, the ranges become unequal. By your sample you led me to believe every cell was filled with a value.

    Try...

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    ...Which uses column B to establish the length of the column. To test, delete F8 and H8 and now you get 4323.45

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    Re: SUMIFS with matching Month

    This seems to work! I'll keep playing with it to apply it to the entire sheet. I wish I knew what was going on with this formula, I like to understand it but I can't figure out what is going on with the 9.9999 etc.
    Thank you so much!

  10. #10
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    Re: SUMIFS with matching Month


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