SUMIFS with OR and Date range

Annie Dunn

I am referencing another sheet for this, and this formula currently works...

=SUMIFS({SALES Range 1}, {SALES Range 5}, "DK", {SALES Range 2}, "Don Joy", {SALES Range 3}, "paid", {SALES Range 4}, >=DATE(2019, 1, 1))

That being said, I need to embed a logical expression as to include multiple criteria for {SALES Range 2}, and to change the >= date into a range with an end date. I try to follow other formulas online but they aren't working for me. Here's what I've tried most recently; I'm VERY new to spreadsheets to this could be really far off:

=SUMIFS({SALES Range 1}, {SALES Range 5}, "DK", {SALES Range 2}, "Don Joy", (OR({SALES Range 3} = "paid", {SALES Range 3} = "billing paperwork submitted - pending payment")) (AND({SALES Range 4}, >=DATE(2019, 1, 1), {SALES Range 4} ,<=DATE(2019,3,31))))

Key:

{SALES Range 1} = Charges

{SALES Range 5} = Rep 

{SALES Range 2} = Billed By

{SALES Range 3} = Status

{SALES Range 4} = Date of Service

 Please help!!!

Thanks 

Mike L.

https://help.smartsheet.com/function/sumifs

at the bottom of the page: this will help the most 

=SUMIFS(Cost:Cost, Quantity:Quantity, >15, Warehouse:Warehouse, "A", Item:Item, OR(@cell = "Shirt", @cell = "Socks"))

I suggest you test each condition by itself before you combined them all into a single formula.  SUMIFS can handle multiple conditions but it still works with a single condition. This way you can nail down the syntax for each condition then combine them.  It's easy to forget a comma so a few spaces here and there make it more readable. 

=SUMIFS({SALES Range 1}, {SALES Range 5}, "DK")

then test the next one .....

Paul Newcome

You are just putting your OR and AND in the wrong spots is all. Give this a whirl...

 

=SUMIFS({SALES Range 1}, {SALES Range 5}, "DK", {SALES Range 2}, "Don Joy", {SALES Range 3}, OR(@cell = "paid", @cell = "billing paperwork submitted - pending payment"), {SALES Range 4}, AND(@cell >= DATE(2019, 1, 1), @cell <=DATE(2019,3,31))

 

To use and AND or OR withing a SUMIFS (or COUNTIFS), you establish your range separately since it is the same range. The OR or AND belongs to the criteria, so it would look something like this...

 

=SUMIFS({range to be summed}, {1st criteria range}, OR(@cell = {1st criteria for 1st range}, @cell = {2nd criteria for first range}))

Annie Dunn

This worked!!! THANK YOU THANK YOU THANK YOU. 

Paul Newcome

Happy to help!