sum total of items when due date exceeds a certain date

Kim Miller

Hello! I am trying to create a formula that will sum total a quantity at row if the finish date at that same row is greater than a certain date. In the screenshot the quantity to be totaled is in the SCO Spec column if the finish date on that same row is greater than "06/30/2023".

Jeff Reisman

@Kim Miller You can use the SUMIFS function for this:

=SUMIFS([SCO Spec]:[SCO Spec], Finish:Finish, @cell > DATE(2023, 6, 30))

Jeff Reisman

@Kim Miller You can use the SUMIFS function for this:

=SUMIFS([SCO Spec]:[SCO Spec], Finish:Finish, @cell > DATE(2023, 6, 30))

Colleen Patterson

@Kim Miller

Some questions:

1) Is the reference date of "06/30/2023" static for the duration of the project, or is that variable / changeable?

2) You are only listing one value to Sum (SCO Spec), are there multiple columns that need to be added? Or are you looking for a total of the SCO Spec for everything that is beyond that date?

=SUMIF(Finish:Finish, >DATE(2023, 6, 30), [SCO Spec]:[SCO Spec])

This formula would sum all values in the SCO Spec column, where the finish is past 6/30/23.

Kim Miller

Thank you so much @Jeff Reisman. The formula you shared worked perfectly!

@Colleen Patterson the 6/30 date is static and I only need to add one column. Appreciate your response!