Multiple criteria SUMIFs including a date range

[doylnea]

I've been banging my head against the wall over what I think should be a pretty straightforward formula.

I have a year's worth of expenses that I've categorized with 10 business categories. To start, I used a simple SUMIF to sum any expense in a range for each of the categories to get the annual expenses in that category using the formula below:

=SUMIFS($N$2:$N$3959,$L$2:$L$3959,"Advertising and Marketing")
=SUMIFS($N$2:$N$3959,$L$2:$L$3959,"Cost of Goods - Materials")

And so on.

I'd like to append that formula now to break down the categorized expenses by month, so I'd have an annual total, and then a month by month for each category.

So, if an expense that is categorized "Advertising and Marketing" in the range $L$2:$L$3959 and is between date X and date Y in range $D$2:$D$3959, then Sum all the expenses that meet the criteria of having the matching category, and fall in the date range specified.

Any suggestions?

 

[RasGhul]

Hi

Instead of posting all the formulas I've done a quick mock up sheet for you, check out both tabs and see if you can use any of that.

It's always recommended to convert your expenses data to a table so that you don't have to update you formula ranges in future.

https://www.dropbox.com/s/aldpmsduyk703p6/Multiple sumifs wdate range doylnea.xlsx?dl=0

 

[doylnea]

This is perfect - I had to tweak a bit to make work for my situation but that didn't take much time at all. Thanks again!

No to try to digest how it all works so I can use it again in the future.

 

[RasGhul]

You're welcome if you need any further help let me know.