Using Vlookup to return cell values between dates

Mntmoose

New Member
Joined
May 12, 2020
Messages
1
Office Version
  1. 2019
  2. 2016
Platform
  1. Windows
Good morning everyone,

I am stumped on how to get my monthly and annual roll up data to properly display using Vlookup. I have set up a helper column to assist the daily data but I honesty cant figure out the best way to get Excel to total data across a month for a given metric.

I currently have 8 metrics that I need to roll up on a daily, weekly, monthly, annually per ID number. The raw data is added on a separate sheet from the summary roll up all in the same work book. This is the simple Vlookup I am using to grab the daily data: =VLOOKUP($B$5,Dailynum[[#All],[helper 1]:[AHT]],6,0), I am honestly not sure what else to include for examples but I am happy to pull more data if anyone needs it to help me out.

Im very new to creating large rolling reports and I was told to head here from a colleague for some assistance.

Thank you for your time!
 

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jasonb75

Well-known Member
Joined
Dec 30, 2008
Messages
14,565
Office Version
  1. 365
Platform
  1. Windows
If you need to return / sum multiple values to 1 cell then you will need SUMIFS, not VLOOKUP.

I've provided the basic principle in the formula below, you will need to edit it to match your actual sheet.

=SUMIFS([column to sum],[date column],">="&start,[date column],"<="&end,[ID number column],ID number)

Start and end refer to the start and end dates for the given period, the formula will sum any records where the date is between those specified.
 

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