SumIFS with YTD and Month

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Hello, I am trying to summarize the total of cures by branch, by year and month below is the formula I am trying to use.

SUMIFS({Cure Amount}, {Date}, IFERROR(YEAR(@cell), 0) = 2021, IFERROR(MONTH(@cell), 0) = 1, {Branch}, "Triad (800)")

Your help is greatly appreciate.

Thank you

Best Answers

  • Kelly Moore
    Kelly Moore ✭✭✭✭✭✭
    Answer ✓
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    Hi @Ivan Perez

    The formula is missing a range. Each term has to be paired with a range, even if the range is same as previous range.

    =SUMIFS({Cure Amount}, {Date}, IFERROR(YEAR(@cell), 0) = 2021, {Date}, IFERROR(MONTH(@cell), 0) = 1, {Branch}, "Triad (800)")

    cheers,

    Kelly

  • Kelly Moore
    Kelly Moore ✭✭✭✭✭✭
    Answer ✓
    Options

    Alternatively

    SUMIFS({Cure Amount}, {Date}, AND(IFERROR(YEAR(@cell), 0) = 2021, IFERROR(MONTH(@cell), 0) = 1), {Branch}, "Triad (800)")

Answers

  • Kelly Moore
    Kelly Moore ✭✭✭✭✭✭
    Answer ✓
    Options

    Hi @Ivan Perez

    The formula is missing a range. Each term has to be paired with a range, even if the range is same as previous range.

    =SUMIFS({Cure Amount}, {Date}, IFERROR(YEAR(@cell), 0) = 2021, {Date}, IFERROR(MONTH(@cell), 0) = 1, {Branch}, "Triad (800)")

    cheers,

    Kelly

  • Kelly Moore
    Kelly Moore ✭✭✭✭✭✭
    Answer ✓
    Options

    Alternatively

    SUMIFS({Cure Amount}, {Date}, AND(IFERROR(YEAR(@cell), 0) = 2021, IFERROR(MONTH(@cell), 0) = 1), {Branch}, "Triad (800)")

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