# Thread: SUMIFS with date periods and names as criteria Thanks: 0 Likes: 0

1. ## SUMIFS with date periods and names as criteria

Hi everyone, I am trying to use the SUMIFS formula to capture sums with 1) date criteria (i.e. all hours between Date 1 and Date 2) and specific names (i.e. upwards of 40 distinct names).

I have attached a worksheet sample below. For example, I would like to know the total number of hours for Adam Smith for the month of September. Note that the month period varies based on accounting month so I cannot use a typical September start and end date. See Columns M and N ==> I included the specific date periods that would be helpful.

I entered the formula used (see Adam Smith formula). I receive a #VALUE! error message. I tried the formula with a smaller set of names and manually entered the name (i.e. "Adam Smith") but with 40+ names and people coming in and going out, manually entering names cannot be best practice. Any help with this would greatly be appreciated.

Thanks everyone!!!!!

 Columns A B C D E F G H I J K L M N 1-Sep 2-Sep 3-Sep 4-Sep 5-Sep 6-Sep 2-Nov 9-Nov 10-Nov Start End Adam Smith 1 3 6 7 21 9 22 55 32 September 1-Sep 25-Sep Brian Davis 1 2 4 2 10 33 3 19 October 26-Sep 30-Oct George Washington 44 2 44 38 29 11 12 44 20 November 31-Oct 27-Nov Target Answer September Total November Total September Total October Total November Total Adam Smith =SUMIFS(B3:J5, A3:A5,A8,B2:J2,">="&M2,B2:J2,"<="&N2) 47 0 109 Brian Davis 19 0 55 George Washington 168 0 76

2. ## Re: SUMIFS with date periods and names as criteria

Maybe this

 A B C D E F G H I J K L M N 1 2 01/set 02/set 03/set 04/set 05/set 06/set 02/nov 09/nov 10/nov Start End 3 Adam Smith 1 3 6 7 21 9 22 55 32 September 01/set 25/set 4 Brian Davis 1 2 4 2 10 33 3 19 October 26/set 30/out 5 George Washington 44 2 44 38 29 11 12 44 20 November 31/out 27/nov 6 7 September October November 8 Adam Smith 47 0 109 9 Brian Davis 19 0 55 10 George Washington 168 0 76 11

Formula in B8
=SUMPRODUCT((\$B\$3:\$J\$5)*(\$A\$3:\$A\$5=\$A8)*(\$B\$2:\$J\$2>=INDEX(\$M\$3:\$M\$5,MATCH(B\$7,\$L\$3:\$L\$5,0)))*(\$B\$2:\$J\$2<=INDEX(\$N\$3:\$N\$5,MATCH(B\$7,\$L\$3:\$L\$5,0))))
copy across till D8 and down

Hope this helps

M.

3. ## Re: SUMIFS with date periods and names as criteria

Hey bud!

I have also solved this with a combo of index/match and sumifs. In the top-left cell I have =SUMIFS(INDEX(\$B\$2:\$J\$4,MATCH(\$A7,\$A\$2:\$A\$4,0),),\$B\$1:\$J\$1,">="&M\$7,\$B\$1:\$J\$1,"<="&M\$8) (correct cell references as appropriate). I have transposed the look-up table to make it easier to copy the formula across.

Essentially, what is going on here are that there are two lookups. Firstly, the index match finds the row that matches the employee name. Then, the sumifs uses that row to find the cells matching the date constraints.

Cheers!
Marcus

 1-Sep 2-Sep 3-Sep 4-Sep 5-Sep 6-Sep 2-Nov 9-Nov 10-Nov Start End Adam Smith 1 3 6 7 21 9 22 55 32 September 1-Sep 25-Sep Brian Davis 1 2 4 2 10 33 3 19 October 26-Sep 30-Oct George Washington 44 2 44 38 29 11 12 44 20 November 31-Oct 27-Nov September October November September Total October Total November Total September October November Adam Smith 47 0 109 47 0 109 Start 1-Sep 26-Sep 31-Oct Brian Davis 19 0 55 19 0 55 End 25-Sep 30-Oct 27-Nov George Washington 168 0 76 168 0 76

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