Need one cell to reference just the month from another date-formatted cell

I'm trying to link two different budgets into a third spreadsheet. The final step I'm attempting to accomplish is have an if-and statement reference just the month from a date-formatted cell. One of my departments tracks their budget on a daily basis, i.e. 11/2/2009, 11/3/2009, etc. rather than just 11/2009. I want the if-and statement to return the budget from all days in a given month so i can apply the formula to the whole year, broken down monthly too. I saw a question similar to this one but didn't see any responses so I'm not sure if it can be done. Thanks for the help!

Hi,
can you attach a small data sample that illustrates how your workbook is structured? It'll be much easier to suggest a solution. Right now, I'm leaning towards something like SUMPRODUCT or SUMIFS, or an array formula.

Click "Go Advanced" below and then the paper clip icon to attach a file.

cheers

Hi,

a pivot table would probably be the best way to sum up the data by month and other criteria, like line of business.

Based on the data sample you provided you can use a formula like

=SUMPRODUCT((MONTH(A3:A12=MONTH(H1))*(C3:C12="Shipping")*D3:D12))

where H1 holds a date, to sum up all shipping amounts for a specific month.

hth