Create a formula that calculates the sum of a range based on matching to a date

hi,

This could be accomplished using Offset, which is a volatile function, but my preference is to use Index which isn't volatile.

When your headers are limited to 12 months for the year beginning in January you can use:

=SUM($C5:INDEX($C5:$N5,1,MONTH($Q$3)))

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If your headers could extend for more than 12 months, or if the financial year could start in a different month, it may be more robust to match the date in the dropdown against the headers:

=SUM($C5:INDEX($C5:$N5,1,MATCH($Q$3,$C$3:$N$3,0)))

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Rob

Should work with sumif easily enough.

=SUMIF(DateColumn, Dropdown, ValueColumn)

E.G.
=SUMIF(D1:D5,E1,C1:C5)

Where D1:D5 is the range of dates
E1 is the dropdown
C1:C5 is the range you want to sum (which is aligned with the corresponding dates in D1:D5)

May be awkward with dates as cells can be formatted differently, or date formats can differ. best to set these cells to a specific date format to ensure they match up.

Thank you to all of the experts here AKA as "the Excel cavalry" :-)

Pleased to help