sum from a column based on criteria

[tobysdhc]

Hello,

I have a worksheet that contains 3 columns, each down to row 3000
A Date
C Type of account
G Total
I am trying to create a summary.
I would like to have it Sum of totals each month for each broad category. There are 2 broad categories (Column C) “Fund” and “Fee”, each having 3 sub categories. “Fund – Personal”, “Fund – Private”, and “Fund – Other.” I am trying to get the worksheet to Sum all “Funds (all 3 sub categories together) from the month of January.
Once I know how to set the initial formula, I think I will be able to change it for the rest of the months
Thanks!

 

[snjpverma]

This should work for January.

Change the part highlighted in red to get total for other months

=SUMIFS(G1:G3000,C1:C3000,"*Fund*",A1:A3000,">="&DATE(2017,1,1),A1:A3000,"<="&DATE(2017,1,31))

 

[tobysdhc]

Worked Great! Thank you