SUMIFS Column by Date Range

JohnZ1156

Board Regular
Joined
Apr 10, 2021
Messages
160
Office Version
  1. 2021
Platform
  1. Windows
Good Morning,
I made a simple table for this question. The 1st day of each month, and an amount for that month.
The amount isn't deposited until the first day of the next month.
I'm trying to use the SUMIFS function to show me a yearly total based on the end date.
So, technically, January's amount will be zero until Feb. 1st.
If I enter 3/28/2023 as an end date, it shows me the total for the first 2 months, since the March deposit will not occur until April 1st.

Problem is, when I enter 3/29/2023 as an end date, it's summing in the amount for March which will not exist until April 1st.

Screenshot 2023-10-15 091409.jpg
 

Excel Facts

Will the fill handle fill 1, 2, 3?
Yes! Type 1 in a cell. Hold down Ctrl while you drag the fill handle.
For the last criteria use
Excel Formula:
EOMONTH(F3,-1)
 
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Solution
You're welcome & thanks for the feedback.
 
Upvote 0

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