Sheet Summary Formula for a Sum of costs for a specific date range

Lisa Matthews
Lisa Matthews ✭✭✭✭✭
edited 03/13/23 in Formulas and Functions


I would like to reach out to the community for help to create a formula to sum rows based on a date range. I think a sheet summary field is the way to accomplish this but I am having trouble and need assistance.


Create Sheet summary fields: example: [March 2023]#

Add the values in [New Projected Monthly Cost] only if the [Confirmed Install Date] is between a date range such as, March 1 to March 30

Thank you, in advance, for your help!

--Lisa M.

Best Answer

  • Peggy Parchert
    Peggy Parchert ✭✭✭✭✭✭
    Answer ✓

    Hello @Lisa Matthews

    I was able to make this work using a helper column. Not sure if that is an option or not for you.

    The Month column has the following formula:

    =IFERROR(MONTH([Confirmed Install Date]@row), "")

    The Sheet Summary formula (change the # for the month in each):

    =SUMIF(Month:Month, =3, [New Projected Monthly Cost]:[New Projected Monthly Cost])

    Hope this helps!



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