Sum values from column based on multiple criteria (month & year and text)

Hi all,

I have tried all kinds of formulae on various forums and help websites but can't seem to get this to work.

I have a large table with three columns of interest. 1) a property name 2) a date and 3) a dollar amount.

The dates are varied, with different months, days, and years. What I am trying to do is sum the dollar amount column if a) the property name matches a reference and b) the date matches the MONTH and YEAR, regardless of the DAY.

I have tried a pivot table as well but given the large data set with varying days months and years it is a pain to sort.

I have attached a sample file for reference, with two yellow cells highlighted with what I would like the solution to sum.

Thank you

Thank you both for your input.

Pepe Le Mokko - When I try to replicate this, the Pivot Table does not create the Years column as it has in your pivot table. It just creates a separate column for each individual date, and annoyingly, when trying to sort it, I can only sort in ascending and descending, which it does by month rather than year, so it goes Nov 19 Nov 20 Nov 21 Nov 22 Dec 19 Dec 20 Dec 21 Dec 22.

shukla.ankur281190 - This formula is not working for me in the source file.

Both - I have attached an appended version of the ACTUAL source file. Here you can see the formula not functioning, and the pivot table not filtering by year. I am starting to thing there is some sort of formatting issue?