Sum by Multiple criteria and date range

lmcghee

Board Regular
Joined
Jun 7, 2006
Messages
60
Office Version
  1. 365
Platform
  1. Windows
Hello!
I'm trying to do a sum based on Employee ID, Date Range and amount. I've messed around with index/match, sumif imbedded in an If, and other random formulas. I just can't get it to work. I'm overthinking it and I'm sure it is so very simple.

Help!

Sheet 1:
Where I'm putting the formula (F6)
Date Range: G2:G3

Sheet 2: where I'm pulling the info from.
Column D: employee ID
Column O: Amount
Column S: Date

1603465122282.png
 

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How about
Excel Formula:
=SUMIFS(Sheet2!O:O,Sheet2!D:D,A6,Sheet2!S:S,">="&G2,Sheet2!S:S,"<="&G3)
 
Upvote 0
Solution
You're welcome & thanks for the feedback.
 
Upvote 0
You're welcome & thanks for the feedback.
Can you help me with one more? Similar scenario

Results: Sheet 1, E6, pulled from Sheet 2

What I want:
Lookup: Employee ID sheet 1 = employee ID sheet 2, within the date range (sheet 1 G2,G3), give me the first result in Column T.

1603473387470.png
 
Upvote 0
What version of Excel are you using?
Please update your account details to show this, as it affects which functions you can use.
 
Upvote 0
Ok how about
Excel Formula:
=INDEX(FILTER(Sheet2!T2:T100,(Sheet2!D2:D100=A6)*(Sheet2!S2:S100>=G2)*(Sheet2!S2:S100<=G3)),1)
 
Upvote 0

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