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SumIFS() filtered by the month of a date cell

  1. #1
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    Red face SumIFS() filtered by the month of a date cell

    Hello,

    Firstly, I cant believe this forum exists... amazing... I think I'm going to spend a lot of time here!


    I have this:

    =SUMIFS('1.Daily'!C:C,'1.Daily'!B:B,DATE(E3,C3,D3))

    to write in English its:

    =SUMIFS(<money>,<dates>,<if its this date>)

    The criteria works great, if I want to have a specific DAY of the year.

    Can anyone help me pull the MONTH/YEAR only? I'm not concerned with the day.

    Data looks like this:

    12/1/2009 $20
    12/1/2009 $30
    12/2/2009 $40
    12/2/2009 $50

    I want to add everything in December, not limited to December 1st or 2nd. How do I extract the {Month} of my data and get SumIFS(x,y,CRITERIA) working like I want?

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    Forum Expert pike's Avatar
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    Re: SumIFS() filtered by the month of a date cell

    Hi truecrisis,
    I would use the DSUM function
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  3. #3
    Forum Expert NBVC's Avatar
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    Re: SumIFS() filtered by the month of a date cell

    For the function as you have it abouve you don't need SUMIFS. It is only one criteria so just SUMIF will suffice, written as: =SUMIF('1.Daily'!B:B,DATE(E3,C3,D3),'1.Daily'!C:C)

    For extracting the month or year only, you will either need a helper column to first extract the month or year using the MONTH() or YEAR() functions..

    or you can use SUMPRODUCT()

    e.g.


    =SUMPRODUCT(--(MONTH('1.Daily'!B:B)=12),'1.Daily'!C:C)

    or


    =SUMPRODUCT(--(YEAR('1.Daily'!B:B)=2010),'1.Daily'!C:C)

    where you can obviously replace the 12 or 2010 with a cell reference.

    NOTE though: When using SUMPRODUCT it is more adviseable to use limited ranges instead of whole column references...

    If you must have whole column references, it would be adviseable to use the helper column method and then SUMIF() against that column.
    Where there is a will there are many ways.

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