Sheet Summary Field Formula to Summarize Expenses in a Column by Year

Tony Fronza

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!

Matt Johnson

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

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

Tony Fronza

@Matt Johnson you da man! Thank you so much. This works perfectly.