Array formula to sum data that meets multiple criteria.

[thegoldcoast]

Hi, Everyone

I am having trouble finding the best formula to calculate how much i spent on a particular item per year. The issue that I am having is when my monthly payment spreads across multiple years, I can't seem to create a working formula that can account for the cost that spreads into the next year. I have tried using different array formulas but no luck. Would using VBA work better?

Here is an example of what I tired.


Logic:
{SUM(IF(AND[Item=Item , Date>=1/1/14 , Date<=12/1/14]), (Date - 12/1/14)*Monthly Payment,))}

Formula:
SUM ( IF( AND(B2=A9:A14, B9:B14>=1/1/14,B9:B14<=12//1/14), B9:B14-12/1/14)*D9:D14)

	Category	2014​	2015​	2016​
	Bike
	Mattress
	Table
	Stove
Item	Date of Purchase	Months to pay off	Monthly Payment	Total Cost.
Bike	8/14/14​	6​	300​	1800​
Mattress	10/6/14​	8​	2000​	16000​
Table	3/1/15​	12​	700​	8400​
Bike	8/1/15​	6​	400​	2400​
Stove	11/1/15​	5​	200​	1000​
Table	3/1/16​	12​	900​	10800​

<tbody>
[TD="colspan: 5"]

Purchases​

[/TD]

</tbody>

 

[Weazel]

maybe something like...

Unknown[TABLE="class: grid, width: 350"]
<tbody>[TR="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=DAE7F5]#DAE7F5[/URL] "]
[TD][/TD]
[TD]A[/TD]
[TD]B[/TD]
[TD]C[/TD]
[TD]D[/TD]
[TD]E[/TD]
[/TR]
[TR]
[TD="align: center"]1[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] , align: right"][/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] "]Category[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] , align: right"]2014[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] , align: right"]2015[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] , align: right"]2016[/TD]
[/TR]
[TR]
[TD="align: center"]2[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] , align: right"][/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] "]Bike[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] , align: right"]300[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] , align: right"]400[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] , align: right"]0[/TD]
[/TR]
[TR]
[TD="align: center"]3[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] , align: right"][/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] "]Mattress[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] , align: right"]2000[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] , align: right"]0[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] , align: right"]0[/TD]
[/TR]
[TR]
[TD="align: center"]4[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] , align: right"][/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] "]Table[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] , align: right"]0[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] , align: right"]700[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] , align: right"]900[/TD]
[/TR]
[TR]
[TD="align: center"]5[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] , align: right"][/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] "]Stove[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] , align: right"]0[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] , align: right"]200[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] , align: right"]0[/TD]
[/TR]
[TR]
[TD="align: center"]6[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] , align: right"][/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] , align: right"][/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] , align: right"][/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] , align: right"][/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] , align: right"][/TD]
[/TR]
[TR]
[TD="align: center"]7[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] "]Purchases[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] , align: right"][/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] , align: right"][/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] , align: right"][/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] , align: right"][/TD]
[/TR]
[TR]
[TD="align: center"]8[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] "]Item[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] "]Date of Purchase[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] "]Months to pay off[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] "]Monthly Payment[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] "]Total Cost.[/TD]
[/TR]
[TR]
[TD="align: center"]9[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] "]Bike[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] , align: right"]8/14/2014[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] , align: right"]6[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] , align: right"]300[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] , align: right"]1800[/TD]
[/TR]
[TR]
[TD="align: center"]10[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] "]Mattress[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] , align: right"]10/6/2014[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] , align: right"]8[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] , align: right"]2000[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] , align: right"]16000[/TD]
[/TR]
[TR]
[TD="align: center"]11[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] "]Table[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] , align: right"]3/1/2015[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] , align: right"]12[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] , align: right"]700[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] , align: right"]8400[/TD]
[/TR]
[TR]
[TD="align: center"]12[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] "]Bike[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] , align: right"]8/1/2015[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] , align: right"]6[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] , align: right"]400[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] , align: right"]2400[/TD]
[/TR]
[TR]
[TD="align: center"]13[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] "]Stove[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] , align: right"]11/1/2015[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] , align: right"]5[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] , align: right"]200[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] , align: right"]1000[/TD]
[/TR]
[TR]
[TD="align: center"]14[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] "]Table[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] , align: right"]3/1/2016[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] , align: right"]12[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] , align: right"]900[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FAFAFA]#FAFAFA[/URL] , align: right"]108[/TD]
[/TR]
</tbody>[/TABLE]

Sheet1​

[TABLE="width: 85%"]
<tbody>[TR]
[TD]Array Formulas[TABLE="width: 100%"]
<tbody>[TR="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=DAE7F5]#DAE7F5[/URL] "]
[TH]Cell[/TH]
[TH="align: left"]Formula[/TH]
[/TR]
[TR]
[TH="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=DAE7F5]#DAE7F5[/URL] "]C2[/TH]
[TD="align: left"]{=SUM(IF($B2=$A$9:$A$14,IF(YEAR($B$9:$B$14)=C$1,$D$9:$D$14)))}[/TD]
[/TR]
</tbody>[/TABLE]
Entered with Ctrl+Shift+Enter. If entered correctly, Excel will surround with curly braces {}.
Note: Do not try and enter the {} manually yourself[/TD]
[/TR]
</tbody>[/TABLE]

 

[thegoldcoast]

Thank you Weazel for your reply, but for C2 it should be 1,200 because I am trying to figure out the total monthly payments I made for the year.

Your formula was helpful, I rearranged it a bit now I would like to add the multiple by D:D. How would I add that to this formula?

{=(SUM(IF($B2=$A$9:$A$14,IF(YEAR($B$9:$B$14)=C$1,(MONTH($B$9:$B$14)-12/1/2014,$D$9:$D$14))))}

Can I do something like that?

(12/1/14-8/1/14)*300=1200