SUMIFS by month up to a dynamic date

JohnZ1156

Board Regular
Joined
Apr 10, 2021
Messages
160
Office Version
  1. 2021
Platform
  1. Windows
I have a table of data. Let's say Column A are dates (workdays or M-F), and Column B are values.
I'd like to get a sum for each month up to a specific date.

For example: If I enter 3/18/22 into a "dynamic" cell, I would like my January and February totals to show the whole months, but I would only like to see a total amount for March from 3/1/22 to 3/18/22.
Regardless if today is August 28th. I'd like to be able to change the date in the "dynamic" cell so I can get a total for the month in the "dynamic" cell from the beginning of that month to that date.

I have a SUMIFS formula that shows me monthly totals, but if always shows me totals for the entire months.
I'd like to be able to "stop" the total at a dynamic date within any given month.

Here is the formula that I currently have.
=SUMIFS(Table4[Flux 2],Table4[Date],">="&$A47,Table4[Date],"<="&EOMONTH($A47,0))

I hope I wasn't too redundant.
Thanks in advance for your help.
John
 
Glad to help & thanks for the feedback.
 
Upvote 0

Excel Facts

Using Function Arguments with nested formulas
If writing INDEX in Func. Arguments, type MATCH(. Use the mouse to click inside MATCH in the formula bar. Dialog switches to MATCH.
The trick lies in -
Excel Formula:
MIN(EOMONTH($A47,0),$A$2))

where formula asks system to choose between End of Month or Cell A2 which has a lower value.
I figured that was it, since it's the only change in the formula.
Thanks.
 
Upvote 0

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