Summing large data sets with multiple criteria

tgilli

New Member
Joined
Dec 1, 2015
Messages
1
ABCD
111/11/1412/12/141/13/15
2Carl$4$0$11
3Jesse$3$0$14
4Jake$0$4$0
5Carl$0$16$14

<tbody>
</tbody>
I need to sum a large data set based on a name and a date. I want the total of Carl's spending in 2014. The answer should be $20. I'm trying to use a sumif equation.

=SUMIFS(B2:D5,A2:A5,"Carl",B1:D1,">=1/1/2014",B1:D1,"<1/1/2015")

This doesn't seem to work. What can I do to determine this?
 

Excel Facts

How to change case of text in Excel?
Use =UPPER() for upper case, =LOWER() for lower case, and =PROPER() for proper case. PROPER won't capitalize second c in Mccartney
Welcome to the forum.

Try

=SUMPRODUCT((A2:A5="Carl")*(B1:D1>=A8)*(B1:D1<A9)*(B2:D5))

A8= 1/1/14
A9= 1/1/15
 
Upvote 0
Do you have the source data, not the "Pivot Table" layout as imaged ?
 
Upvote 0
Row\Col
A​
B​
C​
D​
E​
F​
1​
11/11/2014
12/12/2014
1/13/2015
carl
2​
Carl
$4
$0
$11
2014
3​
Jesse
$3
$0
$14
20
4​
Jake
$0
$4
$0
5​
Carl
$0
$16
$14

In F2 control+shift+enter, not just enter:

=SUM(IF($A$2:$A$5=F1,IF(YEAR($B$1:$D$1)=F2,$B$2:$D$5)))<strike></strike>
 
Upvote 0

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