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    Sheet Summary Formula for a Sum of costs for a specific date range

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    edited 03/13/23 in Formulas and Functions

    Hello,

    I would like to reach out to the community for help to create a formula to sum rows based on a date range. I think a sheet summary field is the way to accomplish this but I am having trouble and need assistance.

    Goal:

    Create Sheet summary fields: example: [March 2023]#

    Add the values in [New Projected Monthly Cost] only if the [Confirmed Install Date] is between a date range such as, March 1 to March 30

    image.png

    Thank you, in advance, for your help!

    --Lisa M.

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    Best Answer

    • Community Champion
      Answer ✓

      Hello @Lisa Matthews

      I was able to make this work using a helper column. Not sure if that is an option or not for you.

      Screenshot 2023-03-13 at 12.12.34 PM.png

      The Month column has the following formula:

      =IFERROR(MONTH([Confirmed Install Date]@row), "")

      The Sheet Summary formula (change the # for the month in each):

      =SUMIF(Month:Month, =3, [New Projected Monthly Cost]:[New Projected Monthly Cost])

      Hope this helps!

      Peggy

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