Summing values for a specific date from a date range

Hi all,

I have a project sheet with Start and End dates for tasks, as well as a Percent of Team's Time column that tells me how much of my team's capacity will be used on that task.

I want to sum up how much of my team's capacity will be used on any given day, since there are multiple tasks with overlapping date ranges they are happening. I have created a table with dates:

I am trying to figure out how to create a sumif formula that looks at the Date column, determines if that date is between the Start and End date of a task on my project, then sums the % of Team's capacity column. Really at a loss on how to do that, would appreciate any help!

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Best Answer

  • Heather Duff
    Heather Duff ✭✭✭✭✭✭
    Answer ✓

    Hi @Aidan Connell ,

    Is your summary in a separate sheet or the same sheet? If it's in the same sheet, your formula will look like this:

    =SUM(COLLECT([% of Team's Capacity]:[% of Team's Capacity], [Start Date]:[Start Date], <=Date@row, [End Date]:[End Date], >=Date@row))

    If it's in a separate sheet and you're using cross-sheet references, it will look like this, where {capacity} is the name for [% of Team's Capacity] column, {start} is the name of [Start Date] column, and {end} is the name of [End Date] column:

    =SUM(COLLECT({capacity}, {start}, <=Date@row, {end}, >=Date@row))



    Hope this helps! Let me know if it works for you.


    Best,

    Heather

Answers

  • Heather Duff
    Heather Duff ✭✭✭✭✭✭
    Answer ✓

    Hi @Aidan Connell ,

    Is your summary in a separate sheet or the same sheet? If it's in the same sheet, your formula will look like this:

    =SUM(COLLECT([% of Team's Capacity]:[% of Team's Capacity], [Start Date]:[Start Date], <=Date@row, [End Date]:[End Date], >=Date@row))

    If it's in a separate sheet and you're using cross-sheet references, it will look like this, where {capacity} is the name for [% of Team's Capacity] column, {start} is the name of [Start Date] column, and {end} is the name of [End Date] column:

    =SUM(COLLECT({capacity}, {start}, <=Date@row, {end}, >=Date@row))



    Hope this helps! Let me know if it works for you.


    Best,

    Heather

  • @Heather D this worked like a charm! I was so close to cracking it, the collect piece was the missing link.


    Thank you so much! Hope you have a great end of week and weekend


    Aidan

  • Heather Duff
    Heather Duff ✭✭✭✭✭✭

    @Aidan Connell

    So glad it worked! Thank you - you have a great week/weekend as well!

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