Modifying if statement in Excel

Experts,

I have an if statement throughout a spreadsheet which only caculates the value if it is the month is less than the current month.  It worked fine, until I tried to calculate December which is greater than January.  I had not included year in the "if statement".

This is my statement,  
=IF( MONTH(1&"-"&E$7) <  MONTH(TODAY()),SUMIFS(MCLAIMS,MMONTH,MONTH(1&"-"&E$7),MEDIT,$C9),0)

Can someone tell me the best way to modify this statement so it will work all year, including December
moriniaAdvanced Analytics AnalystAsked:
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Rob HensonConnect With a Mentor Finance AnalystCommented:
Are you able to upload a sample file so I can look at comparing whole date option?

Thanks
Rob H
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NBVCCommented:
What does this part:

MONTH(1&"-"&E$7)

supposed to evaluate too?

what do you have in E7?
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moriniaAdvanced Analytics AnalystAuthor Commented:
Sorry,  E7 has "JAN"   G7 = "FEB"   I7 = "MAR"   K7 = "APR"   ........
Bascially it just allows the same formula to be used throughout the columns.  When the formula is copied from one column to the next it works.

The part of the statement that needs adjusting is, I need to add an "OR" to the if

That code was given by an "expert"  a while back.

I am starting to try it myself, I have to test I came up with this so far


=IF(OR( MONTH(1&"-"&E$7) <  MONTH(TODAY(), MONTH(TODAY() - 1 = 0) ),SUMIFS(MCLAIMS,MMONTH,MONTH(1&"-"&E$7),MEDIT,$C9),0)
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Rob HensonFinance AnalystCommented:
I suspect it would be easier to compare whole dates rather than just months. Dates can be rounded up to the end of the month using EOMONTH function. I will take another look when back at PC.
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NBVCConnect With a Mentor Commented:
Do you mean to use?

=IF(OR( MONTH(1&"-"&E$7) < MONTH(TODAY()), MONTH(TODAY()) - 1 = 0),SUMIFS(MCLAIMS,MMONTH,MONTH(1&"-"&E$7),MEDIT,$C9),0)

or perhaps, including the year...

=IF(DATE(YEAR(TODAY()-1),MONTH(1&"-"&E$7),1) <DATE(YEAR(TODAY()),MONTH(TODAY()),1),SUMIFS(MCLAIMS,MMONTH,DATE(YEAR(TODAY()-1),MONTH(1&"-"&E$7),1),MEDIT,$C9),0)
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moriniaAdvanced Analytics AnalystAuthor Commented:
Experts,

I was able to get it to work with this formula:

=IF(OR( MONTH(1&"-"&E$7) <  MONTH(TODAY()),MONTH(TODAY()=1)),SUMIFS(MCLAIMS,MMONTH,MONTH(1&"-"&E$7),MEDIT,$C9),0)

This will get me through December.   I hope it works in February for January.
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moriniaConnect With a Mentor Advanced Analytics AnalystAuthor Commented:
Rob,

I cannot upload the spreadsheet as is because of the nature of the data.  However, I did add another column in the data and extracted year. I created a named field YYEAR

I entered a formula and Excel modified it slightly so this is what worked using year.  

=IF(OR(MONTH(1&"-"&G$7)<MONTH(TODAY()),YYEAR*(YEAR(TODAY()))),SUMIFS(MCLAIMS,MMONTH,MONTH(1&"-"&G$7),MEDIT,$C9),0)

I will try to create a sample file for you,  as time allows.
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moriniaAdvanced Analytics AnalystAuthor Commented:
I had to make a slight modification to make it work.
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