Formula to Obtain Cumulative Month Total From Previous Days
Currently I am using a formula that will give a month to date sum from previous days. It was working until I got to a new month. The formula is
=IF([Medicare Calls Received]@row = "", "", SUMIFS([Medicare Calls Received]:[Medicare Calls Received], [Date of Service]:[Date of Service], <=[Date of Service]@row))
What I am trying to accomplish now is to narrow it down by month. So October would do a sum of previous days but only for October and not summing the ones from September. I do have another column called "Month" that converts the date to just the month name i.e. "October" and was wondering if that will work.
Answers
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Hi John,
That month column should be all you need!
=IF([Medicare Calls Received]@row = "", "", SUMIFS([Medicare Calls Received]:[Medicare Calls Received], [Date of Service]:[Date of Service], <=[Date of Service]@row, [Month]:[Month], Month@row))
This additional criteria will count if the month is equal to the month in that row, so that should be enough to narrow the filter as desired.
A year from now, if all the data is still in the same sheet you would need to similarly create a Year column and add that to the SUMIFS.
Cheers!
Renée Roberge
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