Sumif using Multiple Criteria

acool

Board Regular
Joined
Feb 10, 2023
Messages
107
Office Version
  1. 365
Platform
  1. Windows
Hi Everyone,

I am currently trying to create a Sumif Formula which uses multiple criteria to generate an output value. In this instance, I am trying to use the criteria of "Brand Name" and then would like to sum the values for any months which fall before the current month. In this example Brand 1's value YTD value would be $97,706, as I am summing anything before the current month. Any help in creating this formula would be greatly appreciated. Picture attached below for reference. I am trying to inserting this formula into the Forecast YTD Cells in the table below.

Thank You

1707930703119.png
 

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Excel Facts

What is =ROMAN(40) in Excel?
The Roman numeral for 40 is XL. Bill "MrExcel" Jelen's 40th book was called MrExcel XL.
To sum data from a multi row/column range it would be much better/easier to use SUMPRODUCT not SUMIF(s).
Assuming your dates are in row 3, Brands are in column D and real data starts in E3 something like:

Excel Formula:
=SUMPRODUCT(E$3:P$10,(E$2:P$2<=EOMONTH(TODAY(),-1))*(B$3:B$10=A15))
This would be formula for B15 when A15 contains a name of a brand
 
Upvote 0
Solution
try something like this:
Book1
ABCDEFGHIJKLMNO
12023-07-012023-08-012023-09-012023-10-012023-11-012023-12-012024-01-012024-02-012024-03-012024-04-012024-05-012024-06-012024-07-01
2Brand163314438707744494428555029
3Brand257337647613479614135303059
4Brand335614645687457475749726367
5Brand461473873626027685640775169
6Brand536495325675736347943387229
7Brand662843482363046778525542562
8Brand780572861287452666676478071
9
10
11Brand:Brand3
12BeforeDate:2024-02-14
13
14Total:433
Sheet3
Cell Formulas
RangeFormula
C12C12=TODAY()
C14C14=SUMPRODUCT(($B$2:$B$8=C11)*($C$1:$O$1<=C12)*($C$2:$O$8))
 
Upvote 0
If C12 is just TODAY, the formula would return $190,000+ for the data from post 1
 
Upvote 0

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