How to sum data for YTD (range of date)?

xinyan1129

New Member
Joined
Feb 22, 2017
Messages
11
Hi,

My company financial year is May - Apr (subsequent year). Please refer case below, I have 2 sheets of data. For the budget column (E5), what sumproduct formula should I use to calculate that with criterias (month May-17 to Jan-18 (sheet 1, B1 to C1) and with channel (sheet 1, A5).

I use formula =SUMPRODUCT((YEAR('sheet 2'!$A$2:$A$26)<=YEAR($C$1))*(MONTH('sheet 2'!$A$2:$A$26)<=MONTH($C$13))*('sheet2'!$D$2:$D$26="BOOKSTORE")*('sheet2'!$B$2:$B$26)) but result is not accurate. Anyone can help?

[TABLE="width: 659"]
<colgroup><col><col span="7"></colgroup><tbody>[TR]
[TD][/TD]
[TD]Sheet 1 [/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD][/TD]
[TD]A[/TD]
[TD]B[/TD]
[TD]C[/TD]
[TD]D[/TD]
[TD]E[/TD]
[TD]F[/TD]
[TD]G[/TD]
[/TR]
[TR]
[TD]1[/TD]
[TD]YTD[/TD]
[TD]May-17[/TD]
[TD]Jan-18[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]2[/TD]
[TD][/TD]
[TD] [/TD]
[TD] [/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]3[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD="colspan: 3"]Budget[/TD]
[/TR]
[TR]
[TD]4[/TD]
[TD]Sales Channel[/TD]
[TD]Gross Sales[/TD]
[TD]Return[/TD]
[TD]Net Sales[/TD]
[TD]Gross Sales[/TD]
[TD]Return[/TD]
[TD]Net Sales[/TD]
[/TR]
[TR]
[TD]5[/TD]
[TD]Bookstore[/TD]
[TD] 312,045[/TD]
[TD] (24,258)[/TD]
[TD] 287,787[/TD]
[TD] - [/TD]
[TD] - [/TD]
[TD] - [/TD]
[/TR]
[TR]
[TD]6[/TD]
[TD]School[/TD]
[TD] 12,056[/TD]
[TD] (102)[/TD]
[TD] 11,954[/TD]
[TD] - [/TD]
[TD] - [/TD]
[TD] - [/TD]
[/TR]
[TR]
[TD]7[/TD]
[TD] [/TD]
[TD] [/TD]
[TD] [/TD]
[TD] [/TD]
[TD] [/TD]
[TD] [/TD]
[TD] [/TD]
[/TR]
[TR]
[TD]8[/TD]
[TD]Total Net Sales[/TD]
[TD]324,101[/TD]
[TD] (24,360)[/TD]
[TD]299,741[/TD]
[TD]0[/TD]
[TD]0[/TD]
[TD]0[/TD]
[/TR]
[TR]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD][/TD]
[TD]Sheet 2[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD][/TD]
[TD]A[/TD]
[TD]B[/TD]
[TD]C[/TD]
[TD]D[/TD]
[TD]E[/TD]
[TD]F[/TD]
[TD]G[/TD]
[/TR]
[TR]
[TD]1[/TD]
[TD][/TD]
[TD]Gross Sales[/TD]
[TD]Return[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]2[/TD]
[TD]May-17[/TD]
[TD] 30,508[/TD]
[TD] (7,627)[/TD]
[TD]BOOKSTORE[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]3[/TD]
[TD]May-17[/TD]
[TD] - [/TD]
[TD] - [/TD]
[TD]SCHOOL[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]4[/TD]
[TD]Jun-17[/TD]
[TD] 44,411[/TD]
[TD] (11,103)[/TD]
[TD]BOOKSTORE[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]5[/TD]
[TD]Jun-17[/TD]
[TD] - [/TD]
[TD] - [/TD]
[TD]SCHOOL[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]6[/TD]
[TD]Jul-17[/TD]
[TD] 38,924[/TD]
[TD] (9,731)[/TD]
[TD]BOOKSTORE[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]7[/TD]
[TD]Jul-17[/TD]
[TD] - [/TD]
[TD] - [/TD]
[TD]SCHOOL[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]9[/TD]
[TD]Aug-17[/TD]
[TD] 35,473[/TD]
[TD] (8,868)[/TD]
[TD]BOOKSTORE[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]10[/TD]
[TD]Aug-17[/TD]
[TD] - [/TD]
[TD] - [/TD]
[TD]SCHOOL[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]11[/TD]
[TD]Sep-17[/TD]
[TD] 38,992[/TD]
[TD] (9,748)[/TD]
[TD]BOOKSTORE[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]12[/TD]
[TD]Sep-17[/TD]
[TD] - [/TD]
[TD] - [/TD]
[TD]SCHOOL[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]13[/TD]
[TD]Oct-17[/TD]
[TD] 39,146[/TD]
[TD] (9,786)[/TD]
[TD]BOOKSTORE[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]14[/TD]
[TD]Oct-17[/TD]
[TD] - [/TD]
[TD] - [/TD]
[TD]SCHOOL[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]15[/TD]
[TD]Nov-17[/TD]
[TD] 44,804[/TD]
[TD] (11,201)[/TD]
[TD]BOOKSTORE[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]16[/TD]
[TD]Nov-17[/TD]
[TD] - [/TD]
[TD] - [/TD]
[TD]SCHOOL[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]17[/TD]
[TD]Dec-17[/TD]
[TD] 42,230[/TD]
[TD] (10,557)[/TD]
[TD]BOOKSTORE[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]18[/TD]
[TD]Dec-17[/TD]
[TD] - [/TD]
[TD] - [/TD]
[TD]SCHOOL[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]19[/TD]
[TD]Jan-18[/TD]
[TD] 42,727[/TD]
[TD] (10,682)[/TD]
[TD]BOOKSTORE[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]20[/TD]
[TD]Jan-18[/TD]
[TD] 16,171[/TD]
[TD] (4,851)[/TD]
[TD]SCHOOL[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]21[/TD]
[TD]Feb-18[/TD]
[TD] 42,968[/TD]
[TD] (10,742)[/TD]
[TD]BOOKSTORE[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]22[/TD]
[TD]Feb-18[/TD]
[TD] - [/TD]
[TD] - [/TD]
[TD]SCHOOL[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]23[/TD]
[TD]Mar-18[/TD]
[TD] 40,796[/TD]
[TD] (10,199)[/TD]
[TD]BOOKSTORE[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]24[/TD]
[TD]Mar-18[/TD]
[TD] 13,831[/TD]
[TD] (4,149)[/TD]
[TD]SCHOOL[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]25[/TD]
[TD]Apr-18[/TD]
[TD] 46,351[/TD]
[TD] (11,588)[/TD]
[TD]BOOKSTORE[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]26[/TD]
[TD]Apr-18[/TD]
[TD] - [/TD]
[TD] - [/TD]
[TD]SCHOOL[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
</tbody>[/TABLE]
 
Last edited:

Excel Facts

Get help while writing formula
Click the italics "fx" icon to the left of the formula bar to open the Functions Arguments dialog. Help is displayed for each argument.
Which version of excel? If 2007 or later you can try this:

=SUMIFS(Sheet2!B:B,Sheet2!$D:$D,$A5,Sheet2!$A:$A,">="&$B$1,Sheet2!$A:$A,"<="&$C$1)

I presume the numbers in the first table are incorrect?
 
Upvote 0

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