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Vlookup value as a date range for fiscal year

  1. #1
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    Vlookup value as a date range for fiscal year

    Hello,

    I have a spreadsheet that records the particulars of our business' sales data.

    I require a formula that identifies entries that have a 'payment date' value that falls within a fiscal year (i.e. 01/07/20xx and 30/06/20xx+1) and retrieves the corresponding value from another column (e.g. cost of sales).

    The formula would need to be set in Sheet 1, which acts as an overview of the accounts, whilst all data is in Sheet 2.

    I have attached an example spreadsheet for reference.

    Thank you in advance for your time and consideration.

    Cheers,

    Jake
    Attached Files Attached Files

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    Re: Vlookup value as a date range for fiscal year

    Try:

    =SUMIFS(Sheet2!G:G,Sheet2!A:A,">="&Sheet1!B1,Sheet2!A:A,"<"&Sheet1!C1)

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    Re: Vlookup value as a date range for fiscal year

    Try in B2
    Formula: copy to clipboard
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    In B3
    Formula: copy to clipboard
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    Dave

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    Re: Vlookup value as a date range for fiscal year

    Please try
    B2
    =SUMIFS(Sheet2!$E$2:$E$21,Sheet2!$A$2:$A$21,">="&B$1,Sheet2!$A$2:$A$21,"<"&EDATE(B$1,12))
    B3
    =IFERROR(SUMIFS(Sheet2!$G$2:$G$21,Sheet2!$A$2:$A$21,">="&B$1,Sheet2!$A$2:$A$21,"<"&EDATE(B$1,12))/B2,0)

    drag both to the right

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