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SUMIF with a date criteria as well

Posted on 2011-09-24
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Last Modified: 2012-05-12
I have a simple SUMIF which totals a column of cells based on a matching name:

Sheet2!B3     =SUMIF(Sheet1!A:A,A3,Sheet1!D:D)

This is for training courses which have a 'Course Date' (Sheet1!E:E) date cell. Sheet2!B1:M1 contains a heading of Months.

I need the SUMIF to total the values in Sheet1!D:D but also, only if the course date matches the same month as the heading in Sheet2!B1:B12.

I hope this, and the attached example spreadsheet (Excel 2003), makes some sense! So far I've tried SUMPRODUCT, SUMIF's, IF's and AND's, INDEX and MATCH, and I'm sure I've almost been there, but I can't find the right combination!

Thanks,
Lee

 EE-Example.xls
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Question by:Lee Osborne
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teylyn earned 500 total points
ID: 36592118
Hello,

you could do a pivot table with just a few clicks, or use sumproduct

=SUMPRODUCT(--(Sheet1!$A$2:$A$20=Sheet2!$A3),--(DATE(YEAR(Sheet1!$E$2:$E$20),MONTH(Sheet1!$E$2:$E$20),1)=Sheet2!B$1),Sheet1!$D$2:$D$20)

Attached is the sumproduct formula in action and a pivot table on Sheet3

cheers, teylyn
EE-Example.xls
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by:Lee Osborne
ID: 36592185
Perfect, thanks very much!

I really should learn more about pivot tables, they really are good!

Lee
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