Summing amounts between date periods using sumif filters

Kelly Dawson

I am trying to track actual payroll for employees split to separate funding sources to the budget for those sources. I am working with a FY budget and Payroll Distribution for entire FY. I figured out the formula to calculate the FY total charge for the employee to the, I am trying to use the FY Distribution report to calculate the individual month total's?

Here is the Formula for the FY total: =SUMIFS({RUBRIC PD Report-Actual Payroll FY24 Pay}, {RUBRIC PD Report-Actual Payroll FY24 Emp name}, [Employee Name]@row, {RUBRIC PD Report-Actual Payroll FY24 Unit}, Unit@row, {RUBRIC PD Report-Actual Payroll FY24 Division}, Division@row, {RUBRIC PD Report-Actual Payroll FY24 Org}, Organization@row, {RUBRIC PD Report-Actual Payroll FY24 Fund Type}, [Fund Type]@row, {RUBRIC PD Report-Actual Payroll FY24 Bus Line}, [Business Line]@row, {RUBRIC PD Report-Actual Payroll FY24}, Account@row)

I tried to add an if/and statement to test for the between the month here using June 2024, It returns unparsable: =SUMIFS(And(IF({RUBRIC PD Report-Actual Payroll FY24 Pay PD End}<=Date(2024, 6, 30), {RUBRIC PD Report-Actual Payroll FY24 Pay PD End}>=(DATE(2024,6,1), {RUBRIC PD Report-Actual Payroll FY24 Pay}, {RUBRIC PD Report-Actual Payroll FY24 Emp name}, [Employee Name]@row, {RUBRIC PD Report-Actual Payroll FY24 Unit}, Unit@row, {RUBRIC PD Report-Actual Payroll FY24 Division}, Division@row, {RUBRIC PD Report-Actual Payroll FY24 Org}, Organization@row, {RUBRIC PD Report-Actual Payroll FY24 Fund Type}, [Fund Type]@row, {RUBRIC PD Report-Actual Payroll FY24 Bus Line}, [Business Line]@row, {RUBRIC PD Report-Actual Payroll FY24}, Account@row)

I am expecting to retune the following values for June $5,697.84 for the first line and $2,629.77 for the second line, total of $8,327.61.

Screen shot from PD report no personal information

Thank you

Paul Newcome

You don't need to use the IF or AND functions. You would simply add more range/criteria sets as needed.

=SUMIFS(……………………….., {Date Range}, @cell >= DATE(yyyy, mm, dd), {Date Range}, @cell <= DATE(yyyy, mm, dd))