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Trying to capture past dates and future dates

So, I have a column where I can predicted dates (to pay an invoice). Some of these values are past the predicted date of payment. Therefore, I want to make a formula that will capture all those whose date is in the past and those invoices whose predicted pay day is in the next 30 days. So far,

I am only able to do :

=SUMIFS({UDA}, {UDM}, $[30 Day]$1, {UID}, $ID@row, {UTY}, $[REPORT 1 - Invoices by Category (next 30 days)]@row)

Which only adds the invoices that fall on the 30 days for the future.

Any help :D

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Answers

  • Community Champion

    @dchavez

    You can use PredictedPayDate or UDM@row <= TODAY(30) .

    =SUMIFS(UDA:UDA, UDM:UDM, <=TODAY(30), UTY:UTY, UTY#)

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    Assumption

    • UDA: column holding data values related to the amount of each invoice.
    • UDM: column containing the due dates or payment dates of the invoices.
    • UID: the unique identifier for each invoice, such as an invoice number.
    • UTY: type of invoice, possibly indicating different types of transactions

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