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Modifying if statement in Excel

Posted on 2015-01-07
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Last Modified: 2015-01-20
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
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Question by:morinia
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LVL 23

Expert Comment

by:NBVC
ID: 40535944
What does this part:

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

supposed to evaluate too?

what do you have in E7?
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Author Comment

by:morinia
ID: 40535976
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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LVL 33

Expert Comment

by:Rob Henson
ID: 40536011
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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LVL 23

Assisted Solution

by:NBVC
NBVC earned 250 total points
ID: 40536016
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)
0
 

Author Comment

by:morinia
ID: 40536078
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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LVL 33

Accepted Solution

by:
Rob Henson earned 250 total points
ID: 40537562
Are you able to upload a sample file so I can look at comparing whole date option?

Thanks
Rob H
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Assisted Solution

by:morinia
morinia earned 0 total points
ID: 40540376
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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Author Closing Comment

by:morinia
ID: 40559330
I had to make a slight modification to make it work.
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