Sheet Summary Field Formula to Summarize Expenses in a Column by Year
I have a sheet that includes a column of net costs with a Year column. I want to create a sheet summary field with a formula that calculates the total net costs for a specific year (e.g., 2023).
I tried the following =SUMIFS(Revenue_Column, Year_Column, Year_Value) but kept getting an error, and I don't think it's accurate. Any help is greatly appreciated!
Best Answer
-
Hi @Tony Fronza
This formula should work =SUMIF(YEAR:YEAR, "2023", Revenue:Revenue)
In the YEAR column I have the formula =YEAR(Date@row) pointing at a Date column. This is sometimes helpful so you could do a report grouped by year and summarize the revenue.
Or you could do this without the YEAR helper column with this formula:
=SUMIFS(Revenue:Revenue, Date:Date, IFERROR(YEAR(@cell), 0) = 2023)
I hope that helps.
Matt
Answers
-
Hi @Tony Fronza
This formula should work =SUMIF(YEAR:YEAR, "2023", Revenue:Revenue)
In the YEAR column I have the formula =YEAR(Date@row) pointing at a Date column. This is sometimes helpful so you could do a report grouped by year and summarize the revenue.
Or you could do this without the YEAR helper column with this formula:
=SUMIFS(Revenue:Revenue, Date:Date, IFERROR(YEAR(@cell), 0) = 2023)
I hope that helps.
Matt
-
@Matt Johnson you da man! Thank you so much. This works perfectly.
Help Article Resources
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 64.5K Get Help
- 424 Global Discussions
- 136 Industry Talk
- 465 Announcements
- 4.8K Ideas & Feature Requests
- 143 Brandfolder
- 146 Just for fun
- 63 Community Job Board
- 465 Show & Tell
- 32 Member Spotlight
- 1 SmartStories
- 301 Events
- 39 Webinars
- 7.3K Forum Archives
Check out the Formula Handbook template!