Sum if status is approved and end date is in the future

mccoy_FSI

I am trying to get the sum of approved projected expenses only. I can't figure it out I have been trying SUMIFS and SUM(AND formulas but can never get it to return a result. I can get one or the other to work, but it's important that only approved future expenses are summed. Below is a screenshot of the columns I'm working with.

I want to look at the approval status column for approved items only, and the end date column for future items only and then sum the projected expense column.

DKazatsky2

Hi @mccoy_FSI,

Give this a try.

=SUMIFS([Projected Expense]:[Projected Expense], [End Date]:[End Date], >TODAY(), [Approval Status]:[Approval Status], "Approved")

Hope that helps,

Dave

DKazatsky2

Hi @mccoy_FSI,

Give this a try.

=SUMIFS([Projected Expense]:[Projected Expense], [End Date]:[End Date], >TODAY(), [Approval Status]:[Approval Status], "Approved")

Hope that helps,

Dave

mccoy_FSI

Yes, that is it. Looks pretty straightforward not sure what I was doing wrong. Thank you so much!