LOGIC Function, Year Help

Walker_Ice

Board Regular
Joined
Oct 6, 2023
Messages
50
Office Version
  1. 2021
Platform
  1. MacOS
Hi everyone,

At the moment I have this spreadsheet which I am using to calculate the income services and business expenses per category. It works great but I have been struggling to make work how I need it to function exactly.
The table where all the services & expenses are summed by category, gives me all the data in the data range, regardless of the years. I would like to have a year selection button where I am able to select a year which I want to see the data for or be able to select "All" and have all the data summed up for all years.

I know that I need to use logic in completing this task but I am struggling to get this done. Can someone help??

Please and Thank you in advanced for all your support.

TEsting_Excel_File.xlsx
ABCDEFGHIJKL
1Income ServicesExpenses
2ServiceDatePaymentTipsTotalItem DescriptionDateQuantityPriceTotal $Category
3Medium-Long, Design, Gems4-Feb-21$85.00$0.00$85.00No C curve SITELEABY Nail Tips9/6/231$15.99$15.99Nail Prep
4Short, Design, Gems13-Mar-23$75.00$25.00$100.00Halloween Construction9/10/221$1,400.00$1,400.00Construction
5Short, Design, Gems17-Jun-22$75.00$25.00$100.00Kupa GelFinity - Soak Off Gel9/24/231$9.99$9.99Final Touches
6Medium-Long, Design, Gems7-Jun-23$90.00$0.00$90.00PANA 100 Piece Nail Sanding Bands10/1/231$6.99$6.99Nail Prep
7Medium-Long, Design, Gems10-Jul-23$95.00$0.00$95.0050 Count Rectangle Nail Files10/1/231$18.99$18.99Shaping
8Medium-Long, Design, Gems31-Mar-24$85.00$10.00$95.00Makartt Nail Rhinestone Glue10/1/231$6.86$6.86Nail Decorations
9Freestyle26-May-23$70.00$10.00$80.00Young Nail Monomer10/5/231$30.56$30.56Acrylic Application
10Medium, Design18-Feb-23$75.00$10.00$85.00NailEssentails White Gel Paint10/7/231$15.00$15.00Nail Art
11Medium, Design, Gems1-Jun-23$60.00$10.00$70.00Halloween Ghost Wall-Decor10/11/241$9.41$9.41Decoration
12Short, Design18-Feb-24$65.00$5.00$70.00Halloweenr10/11/241$13.60$13.60Decoration
13Freestyle18-Mar-23$85.00$5.00$90.0012 Color Luminous Spider Gel, Glow in The Dark10/11/241$19.11$19.11Nail Art
14Medium, Design, Gems28-May-22$85.00$0.00$85.00Young Nail Monomer (6Fl Oz)10/16/231$30.56$30.56Acrylic Application
15Medium, Design, Gems8-Feb-23$0.00$10.00$10.00AVOIN Halloween Spooky Banner10/12/231$10.61$10.61Decoration
16Medium, Design, Gems3-Mar-23$0.00$10.00$10.00NO C curve SITELEABY Nail Tips10/29/231$15.99$15.99Nail Prep
17Refill4-Jan-21$85.00$0.00$85.00Young Nails Nail Monomer (6Fl Oz)10/30/221$31.27$31.27Acrylic Application
18Medium-Long, Design, Gems14-Feb-23$85.00$0.00$85.00Cordless Airbrush Kit11/4/231$32.99$32.99Nail Art
19Short, Design1-Apr-23$65.00$5.00$70.00JODSONE 100 PCS Gel Nail Polish11/4/231$50.98$50.98Nail Art
20Medium, Design3-Jan-22$95.00$0.00$95.00Young Nail Monomer (32 Fl Oz)11/4/211$94.99$94.99Acrylic Application
21Medium, Design25-Feb-23$95.00$0.00$95.00100 Pcs Mini Buffers 180/100 Grit11/4/231$9.99$9.99Shaping
22Freestyle26-Jun-25$70.00$5.00$75.00Young Nails Swipe11/4/231$29.00$29.00Nail Prep
23Medium, Design, Gems10-Mar-23$85.00$5.00$90.00Young Nails Protein Bond11/4/231$12.95$12.95Nail Prep
2450 Count Rectangle Nail Files11/4/231$18.99$18.99Shaping
256 Pieces Large Steel Nail Cutters11/5/231$13.99$13.99Nail Prep
26KUPA GelFinity Gel Topcoat (8Fl Oz)11/5/251$49.99$49.99Final Touches
27Business ExpensesIncome ServicesAooba Nail Chrome Powder11/5/231$8.78$8.78Nail Art
28Cuticle Prep$0.00Clear Gel Manicure$0.00Beetles Pearl Gel Polish11/5/241$15.99$15.99Nail Art
29Nail Prep$94.91Gel Manicure$0.00WOKOTO 6 Boxes Gold Metal Nail Charm Kit11/5/221$9.69$9.69Nail Decorations
30Acrylic Application$187.38Freestyle$245.00160 Pcs Nail Swatches11/6/234$8.99$35.96Nail Art
31Shaping$47.97Short, Design$140.00
32Nail Art$178.81Short, Design, Gems$200.00
33Nail Decorations$16.55Medium, Design$275.00Select Year:
34Final Touches$59.98Medium, Design, Gems$265.00All
35Sanitizaton$0.00Medium-Long, Design$0.00
36Photography$0.00Medium-Long, Design, Gems$450.00
37Storage$0.00Long, Design$0.00
38Decoration$33.62Long, Design, Gems$0.00
39Rent$0.00XXL, Design$0.00
40Furniture$0.00XXL, Designs, Gems$0.00
41Construction$1,400.00Refill$85.00
42Total Expenses$2,019.22Total Income$1,660.00
43
Sheet1
Cell Formulas
RangeFormula
E3:E23E3=SUM(C3:D3)
B28:B41B28=SUMIF($L$3:$L$30,A28,$K$3:$K$30)
B42,D42B42=SUM(B28:B41)
D28:D41D28=SUMIF($A$3:$A$23,C28,$E$3:$E$23)
Cells with Data Validation
CellAllowCriteria
F34ListAll,2021,2022,2023,2024,2025
 

Excel Facts

Formula for Yesterday
Name Manager, New Name. Yesterday =TODAY()-1. OK. Then, use =YESTERDAY in any cell. Tomorrow could be =TODAY()+1.
Hi, here's one way you can try:
Book1
ABCDEFGHIJKL
1Income ServicesExpenses
2ServiceDatePaymentTipsTotalItem DescriptionDateQuantityPriceTotal $Category
3Medium-Long, Design, Gems04/02/202185085No C curve SITELEABY Nail Tips06/09/2023115.9915.99Nail Prep
4Short, Design, Gems13/03/20237525100Halloween Construction10/09/2022114001400Construction
5Short, Design, Gems17/06/20227525100Kupa GelFinity - Soak Off Gel24/09/202319.999.99Final Touches
6Medium-Long, Design, Gems07/06/202390090PANA 100 Piece Nail Sanding Bands01/10/202316.996.99Nail Prep
7Medium-Long, Design, Gems10/07/20239509550 Count Rectangle Nail Files01/10/2023118.9918.99Shaping
8Medium-Long, Design, Gems31/03/2024851095Makartt Nail Rhinestone Glue01/10/202316.866.86Nail Decorations
9Freestyle26/05/2023701080Young Nail Monomer05/10/2023130.5630.56Acrylic Application
10Medium, Design18/02/2023751085NailEssentails White Gel Paint07/10/202311515Nail Art
11Medium, Design, Gems01/06/2023601070Halloween Ghost Wall-Decor11/10/202419.419.41Decoration
12Short, Design18/02/202465570Halloweenr11/10/2024113.613.6Decoration
13Freestyle18/03/20238559012 Color Luminous Spider Gel, Glow in The Dark11/10/2024119.1119.11Nail Art
14Medium, Design, Gems28/05/202285085Young Nail Monomer (6Fl Oz)16/10/2023130.5630.56Acrylic Application
15Medium, Design, Gems08/02/202301010AVOIN Halloween Spooky Banner12/10/2023110.6110.61Decoration
16Medium, Design, Gems03/03/202301010NO C curve SITELEABY Nail Tips29/10/2023115.9915.99Nail Prep
17Refill04/01/202185085Young Nails Nail Monomer (6Fl Oz)30/10/2022131.2731.27Acrylic Application
18Medium-Long, Design, Gems14/02/202385085Cordless Airbrush Kit04/11/2023132.9932.99Nail Art
19Short, Design01/04/202365570JODSONE 100 PCS Gel Nail Polish04/11/2023150.9850.98Nail Art
20Medium, Design03/01/202295095Young Nail Monomer (32 Fl Oz)04/11/2021194.9994.99Acrylic Application
21Medium, Design25/02/202395095100 Pcs Mini Buffers 180/100 Grit04/11/202319.999.99Shaping
22Freestyle26/06/202570575Young Nails Swipe04/11/202312929Nail Prep
23Medium, Design, Gems10/03/202385590Young Nails Protein Bond04/11/2023112.9512.95Nail Prep
2450 Count Rectangle Nail Files04/11/2023118.9918.99Shaping
256 Pieces Large Steel Nail Cutters05/11/2023113.9913.99Nail Prep
26KUPA GelFinity Gel Topcoat (8Fl Oz)05/11/2025149.9949.99Final Touches
27Business ExpensesIncome ServicesAooba Nail Chrome Powder05/11/202318.788.78Nail Art
28Cuticle Prep0Clear Gel Manicure0Beetles Pearl Gel Polish05/11/2024115.9915.99Nail Art
29Nail Prep94.91Gel Manicure0WOKOTO 6 Boxes Gold Metal Nail Charm Kit05/11/202219.699.69Nail Decorations
30Acrylic Application187.38Freestyle245160 Pcs Nail Swatches06/11/202348.9935.96Nail Art
31Shaping47.97Short, Design140
32Nail Art178.81Short, Design, Gems200
33Nail Decorations16.55Medium, Design275Select Year:
34Final Touches59.98Medium, Design, Gems265All
35Sanitizaton0Medium-Long, Design0
36Photography0Medium-Long, Design, Gems450
37Storage0Long, Design0
38Decoration33.62Long, Design, Gems0
39Rent0XXL, Design0
40Furniture0XXL, Designs, Gems0
41Construction1400Refill85
42Total Expenses2019.22Total Income1660
Sheet1
Cell Formulas
RangeFormula
E3:E23E3=SUM(C3:D3)
B28:B41B28=SUMIFS($K$3:$K$30,$L$3:$L$30,A28,$H$3:$H$30,">="&DATE(IF($F$34="All",0,$F$34),1,1),$H$3:$H$30,"<="&DATE(IF($F$34="All",9999,$F$34),12,31))
B42,D42B42=SUM(B28:B41)
D28:D41D28=SUMIFS($E$3:$E$23,$A$3:$A$23,C28,$B$3:$B$23,">="&DATE(IF($F$34="All",0,$F$34),1,1),$B$3:$B$23,"<="&DATE(IF($F$34="All",9999,$F$34),12,31))
 
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