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SUMIFS function & formula

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    SUMIFS function & formula

    I am in need of a formula where
    Budget!B4 = the sum of TJC_Payment where MONTH(TJC_Post_Date) = 1 && YEAR(TJC_Post_Date)=2019 && RIGHT(TJC_Desc,4) = "Loan" (case-insensitive)
    I tried this formula:
    =SUMIFS(TJC_Payment,TJC_Desc,"*Loan",TJC_Post_Date,">=" & DATEVALUE("1/1/19"),TJC_Post_Date,"=<" & EOMONTH("1/1/19",0))
    and the formula returned $0.00, even though there are dates in TJC_Post_Date between the two serial numbers

    Tim

    Oh how I hate Micro$oft. I could have done this in my sleep in two minutes in MySQL.
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    Last edited by timstring; 08-06-2019 at 04:54 PM.

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    Forum Guru Pete_UK's Avatar
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    Re: SUMIFS function & formula

    I'm surprised that works for you, as in your opening remarks you say you are looking for a year of 2019, whereas you have 12 in both your later formulae. Also, you can't apply a function to the criteria ranges. Try it like this:

    =SUMIFS(TJC_Payment,TJC_Post_Date,">="&DATE(2019,1,1),TJC_Post_Date,"<="&EOMONTH(Date(2019,1,1),0),RIGHT(TJC_Desc,4),"Loan")

    Hope this helps.

    Pete

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    Re: SUMIFS function & formula

    @Pete:
    you can't apply a function to the criteria ranges
    and
    RIGHT(TJC_Desc,4),"Loan"
    Trevor Shuttleworth - Retired Excel/VBA Consultant

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    Re: SUMIFS function & formula

    This is what ended up working:
    =SUMIFS(TJC_Payment,TJC_Post_Date,">="&DATEVALUE("3/1/19"),TJC_Post_Date,"<="&EOMONTH("3/1/19",0),TJC_Desc,"=*Loan")
    and did the same for all seven months!!

    Thanks for the help!
    Last edited by timstring; 08-06-2019 at 05:45 PM.

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    I'm trying to figure out how to add all payments made on a particular claim. Can someone help me?
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    Re: SUMIFS function & formula

    Administrative Note:

    Welcome to the forum.

    We are happy to help, however whilst you feel your request is similar to this thread, experience has shown that things soon get confusing when answers refer to particular cells/ranges/sheets which are unique to your post and not relevant to the original.

    Please see Forum Rule #4 about hijacking and start a new thread for your query.

    If you are not familiar with how to start a new thread see the FAQ: How to start a new thread
    Ali


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