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

Hello,

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.

Goal:

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.

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Accepted answers

Peggy Parchert

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.

Screenshot 2023-03-13 at 12.12.34 PM.png

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!

Peggy

All comments

Peggy Parchert

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!

Peggy

Lisa Matthews

Hello @Peggy Parchert

Thank you!! This worked perfectly! I appreciate your help very much!

--Lisa M.

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