Hi all,
Long-time listener, first time caller! I got some good help trying to get this SumIfs working from previous examples on here - I really just need to add up all positive share numbers each year.
My example below is trying to add up all the positive numbers in calendar year 2023 - to be a running total to indicate a problem if shares granted in a calendar year exceed an annual cap.
So far, I had to use a helper YEAR( ) column - is there a more intelligent way to do this without having to add a helper column to a few dozen tabs?
Here's the formula I'm trying to upgrade by taking out the YEAR helper column:
=SUMIFS(D3:D12,B3:B12,"2023",D3:D12,">=0")
Thanks for any help!
Evan
Long-time listener, first time caller! I got some good help trying to get this SumIfs working from previous examples on here - I really just need to add up all positive share numbers each year.
My example below is trying to add up all the positive numbers in calendar year 2023 - to be a running total to indicate a problem if shares granted in a calendar year exceed an annual cap.
So far, I had to use a helper YEAR( ) column - is there a more intelligent way to do this without having to add a helper column to a few dozen tabs?
Here's the formula I'm trying to upgrade by taking out the YEAR helper column:
=SUMIFS(D3:D12,B3:B12,"2023",D3:D12,">=0")
Thanks for any help!
Evan
Example for SumIf Q.xlsx | |||||||
---|---|---|---|---|---|---|---|
A | B | C | D | E | |||
1 | Holder 1 | ||||||
2 | Date | [Year Helper] | Transaction | Change to Holdings | |||
3 | 3/1/2022 | 2022 | net for taxes | (562) | |||
4 | 3/2/2022 | 2022 | net for taxes | (165) | |||
5 | 5/4/2022 | 2022 | net for taxes | (165) | |||
6 | 12/31/2022 | 2022 | 401(k) payroll contributions for 2022 | 0 | |||
7 | 2/1/2023 | 2023 | Performance shares vesting | 1,354 | |||
8 | 2/1/2023 | 2023 | Sale | (6,151) | |||
9 | 2/1/2023 | 2023 | Award of performance shares | 6,151 | |||
10 | 3/1/2023 | 2023 | Award | 21,351 | |||
11 | 3/1/2023 | 2023 | Tax Redemption | (615) | |||
12 | 3/2/2023 | 2023 | Tax Redemption | (615) | |||
13 | Shares Awarded 2023 | 28,856.00 | |||||
Sheet1 |
Cell Formulas | ||
---|---|---|
Range | Formula | |
B3:B12 | B3 | =YEAR(A3) |
E13 | E13 | =SUMIFS(D3:D12,B3:B12,"2023",D3:D12,">=0") |