How to return SUMIF amounts based on criteria of Month, Portfolio ID, Distribution or Call

[kschroer]

How can I use a formula to extract the total amount of a call/distribution based on PortfolioID by referencing the data on Image 2. So for instance there would be a running activity list of all the calls/distributions for the year(this example is just showing February activity. So I would want the formulas in columns F&G in image 1 to pull information pertaining to the month of February and sum all calls/distributions related to the Portfolio ID. Ideally I think a SUMIF statement would work best but any help would be appreciated. Thanks!

Image 1:

Image 2:

 

[Fluff]

Hi & welcome to MrExcel.
How about

=SUMIFS(Sheet2!L:L,Sheet2!F:F,C3,Sheet2!B:B,">="&DATE(2022,2,1),Sheet2!B:B,"<"&DATE(2022,3,1))

 

[kschroer]

Hi & welcome to MrExcel.
How about

=SUMIFS(Sheet2!L:L,Sheet2!F:F,C3,Sheet2!B:B,">="&DATE(2022,2,1),Sheet2!B:B,"<"&DATE(2022,3,1))

That worked for the call portion but not distribution. Also do you think it would be better to maybe use a nested index/match function for the month the activity is occurring? Instead of using the date function just reference Column A in sheet 2?

 

[Fluff]

That worked for the call portion but not distribution.

In what way didn't it work?