Formula to Obtain Cumulative Month Total From Previous Days

John Loushin

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.

rrenee

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!