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SUMIF with dates that land in a specific month

12/28/17 Edited 12/09/19

Im trying to use the sumif function to match 2 columns of data, transaction type, and corresponding value then return only month specific dates read from a date column.  Date column is in mm/dd/yy format.

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  • Robert S.Robert S. Employee

    Hello,

     

    Thanks for the question. Since the formula you're looking for is totaling values that match multiple criteria, you'll need to use the SUMIFS() function rather than the SUMIF() function. More on the SUMIFS() function can be found here (https://help.smartsheet.com/function/sumifs).

     

    To have the formula search for a specific month in a date column, you can use the MONTH() function and the @cell function. More on MONTH() can be found here (https://help.smartsheet.com/function/month) and @cell here (https://help.smartsheet.com/articles/2476491). Here's an example of how this formula could be written:

     

    =SUMIFS([corresponding value]:[corresponding value], [transaction type]:[transaction type], "ABC", [date column]:[date column], MONTH(@cell) = 12)

     

    To make this work for your sheet, you can replace the following:

    • "corresponding value" with the name of the column you'd like to sum
    • "transaction type" with the name of the column your transaction types are in
    • "ABC" with which transaction type you're wanting to sum for,
    • "date column" with the name of the column the dates are in
    • "12" with the number representing the month you're wanting to sum for (1 being January and 12 being December)
  • I tried to retro-fit this formula to something I am currently working on, but my date ranges are {References} to another sheet.  Is that problematic? 

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