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SumIfs Issue

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    SumIfs Issue

    Hi all,

    I have a bit of a conundrum I'm trying to resolve which I'm hoping someone can help with.

    I have effectively a forecast for sales for the entire year by month. Spreadsheet does all I want although there's on point which I can't seem to resolve. I want to automatically review how much we have in our orderbook by specific customer and sort it by month. I have accomplished this by the following formula: =SUMIFS(XX, YY, $B22, ZZ, Q$1)

    Where XX adds the values in the highlighted column
    Where YY looks for a customer name
    $B22 looks for the specific customer name
    and also looks at ZZ which looks at the column for the date
    Q$1 is the actual month

    This works perfectly well although here's where the issue comes in. The business has some overdues from November and December 2020, so when it's pulling in all the November dates, into 2020 November, it is pulling in the 2020 November dates.

    I would like all overdue items and current month expected sales to go into the current month so I thought using the following formula in place of ZZ and Q$1 would work: <=DATE(2021,02,28)

    Can anyone assist with this please? Is SUMIFS the best forumla to run with here?

    Thank you

  2. #2
    Forum Moderator AliGW's Avatar
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    Re: SumIfs Issue

    Welcome to the forum.

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