Sumif by year and month

Suzanne Burton

i am trying to sum my values that are registered in a selected year and month without doing a start and finish date.

is there a way of doing it just based on year selected in a drop down and a preset month?

Andrée Starå

Hi @Suzanne Burton

I hope you're well and safe!

Not sure I follow.

Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Suzanne Burton

Hi Andre

i have a list of order values and the date the order was placed in one sheet in another sheet i want to be able to select the year and for it to add up all the order values that were placed in that year

Thanks

Suzanne

Andrée Starå

@Suzanne Burton

Try something like this.

I usually use one or multiple Sheet Summary fields to select the criteria.

=SUMIFS({Range Amount}; {Range Date}; MONTH(@cell) = MONTH#; {Range Date}; YEAR(@cell) = YEAR#)

Make sense?

Did it work?

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Suzanne Burton

Hi @Andrée Starå

Sorry Andree i have just noticed my own error it has worked thank you!!

Suzanne Burton

Hi @Andrée Starå

i have just moved it over into the actual sheet now referencing the other sheets and i get an error

=SUMIFS({Automation - SF Order Value}, {Automation - SF Order Date}, MONTH(@cell) = 1, {Automation - SF Order Date}, YEAR(@cell) = 2020)