Link to home
Start Free TrialLog in
Avatar of David Bigelow
David BigelowFlag for United States of America

asked on

Totalling values of a specific category in a given month

Column A = Date
Column B = Category
Column D = Cost

I'd like to get a total cost of a given category in a given month. This is to itemize some expected expenses in a budget in order to better prepare the budget. I've tried variations of:

=SUMIFS(Itemize!D:D,(Itemize!B:B),("Health"),(Itemize!A:A),(MONTH(8)))

This is a formula acceptable to Excel (no error messages), but it also gives a total of zero, even though the only dates in column A are for the month of August.
Avatar of Tom Farrar
Tom Farrar
Flag of United States of America image

SUMIFS(Itemize!D:D,Itemize!B:B,"Health", Itemize!A:A,8).  Don't think you need the brackets.
See the attached example.
EE.xlsx
ASKER CERTIFIED SOLUTION
Avatar of Roy Cox
Roy Cox
Flag of United Kingdom of Great Britain and Northern Ireland image

Link to home
membership
This solution is only available to members.
To access this solution, you must be a member of Experts Exchange.
Start Free Trial
Avatar of David Bigelow

ASKER

Hello Tom,
The formula you provided works as you laid it out. I was hoping to retain a date format when I itemize expenses and then extract expenses in a given month. How would you do that?

Hello Roy,
I'd considered a pivot table, but don't have enough experience with them to lay it out like you did. That will work just fine. How did you have the dates align with your month names?
I didn't realize there was a date format.  I assumed the Date column was the number of the month.  Can you show me what the data looks like in the spreadsheet?  Roy also has a good point about the pivot table which gives you more flexibility of the data in the event you need something different than Aug or "8".
Sure, here's the sample.
ItemizeSample.xlsx
In my example I used dates then grouped them by months. Right click in the PivotTable and select Group. Note the dates must be entered correctly as dates not text dates.

User generated image
Read this introduction to PivotTables. I usually, change the default headings generated by the PivotTable Wizard to e.g. Sum of Amount to Amount.

User generated image
Read about and experiment with PivotTables. You will find them extremely useful.
SOLUTION
Link to home
membership
This solution is only available to members.
To access this solution, you must be a member of Experts Exchange.
Start Free Trial
Tom,
Thank you for the extra work with using the date with "sumifs." It most closely matches what I originally wanted. And, as you stated, the pivot tables are quite powerful once you get a grasp on them.

Roy,
Thank you for the pivot table description. Once I figured out how to use it, I can see it is easier and more powerful to use. I'm not seeing a link for the introduction to pivot tables. Did you mean to insert one?
Sorry, here's the link. There's a host of similar articles if you Google PivotTables.

 I would never use formulas when a PivotTable can be substituted.