SUMIFS with Cross Sheet Date Ranges?

I'm trying to calculate {Expected Premium} sales by {Producer Code} on an enterprise-wide sales tracker that compares monthly sales metrics per [Producer Code]@row against total renewal opportunity.

I've scoured the community for answers but I haven't found anything that answers my question as it regards to cross sheet date ranges.

Here's the working formula I've stitched together so far with everyone's help on the community, but how can I further refine the result with a date range that encompasses only the current month based on the {Expiration Date} column from a separate sheet?

=SUMIF({Producer Code}, [Producer Code]@row, {Expiring Premium}) = works!

=SUMIF({Producer Code}, [Producer Code]@row, [{Expiring Premium} = (CURRENT MONTH)] = WANT!

HELP! Thanks!

Find more posts tagged with

Formulas

Support

Comments

Paul Newcome

To include multiple criteria, you will need to use a SUMIFS instead of a SUMIF. I am assuming by your formulas above that {Expiring Premium} is the range you are wanting to sum. Please Note: The syntax for SUMIF is actually quite opposite SUMIFS. SUMIF puts the range to be summed last whereas SUMIFS put the range to be summed first. So try something like this...

=SUMIFS({Expiring Premium}, {Producer Code}, [Producer Code]@row, @{Date Range}, IFERROR(MONTH(@cell), 0) = MONTH(TODAY()))

Sign in to join the conversation!

Quick Links

Trending discussions

Lookup Value Issues
I am trying to populate a column from Sheet A into Sheet B and Sheet C. My Lookup column for Sheet A is formatted as such so there is a ' in front to account for ones that have a leading 0 and some do not. Each ID should be 6 digits long. I made a helper column looking at this Dealer ID column to try and get rid of that…
Separating Data into Multiple Rows
am I able to separate this into multiple rows? in a new sheet? Desired Result -
Index Distinct Support
I would like to parse out this data by creating a listing with a row for each person, for each project they appear on, for each month. I think this would only give me the groupings anyways, but this doesnt seem to even get me started - it popped up then people have disappeared.