SUMIF Prior 3 months

Geo1126

Geo1126

New Member
Joined
Apr 15, 2019
Messages
9
Greetings Excel Wizards.

I'm trying to figure out how to make a SUMIF formula work based on the prior 3 months of the current month (excluding the current month). I have hundreds of parts with hundreds of shipments on my source data sheet (a shipping log). on a separate table I have a single line per part that totals my various data. I want to be add a data collect for those prior 3 months and have been stumped on how to do it.

I'm maybe a set up from complete novice with excel, and everything I've learned thus far has been self taught. Can't get this one going. I apologize if this has already been covered, i did spend a little time searching for the answer.

here is a very basic example. This assumes the current date is in April. Thus it excludes the April and December dates from desired results. Only want Prior 3 months, Jan/Feb/Mar. I hope this makes sense, and I truly appreciate any help on this. lets say Part Number is column A, Date is B and QTY is C

[TABLE="width: 779"]
<tbody>[TR]
[TD][/TD]
[TD]SOURCE DATA[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]Part #[/TD]
[TD]Date Shipped[/TD]
[TD]QTY[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]1[/TD]
[TD]12/20/2018[/TD]
[TD]2,658[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]1[/TD]
[TD]12/21/2018[/TD]
[TD]3,697[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]1[/TD]
[TD]12/29/2018[/TD]
[TD]1,000[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]2[/TD]
[TD]1/1/2019[/TD]
[TD]1,254[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]2[/TD]
[TD]1/1/2019[/TD]
[TD]1,234[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]2[/TD]
[TD]1/2/2019[/TD]
[TD]1,254[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]3[/TD]
[TD]1/2/2019[/TD]
[TD]1,698[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]3[/TD]
[TD]1/5/2019[/TD]
[TD]542[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]3[/TD]
[TD]1/10/2019[/TD]
[TD]429[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]2[/TD]
[TD]2/10/2019[/TD]
[TD]4,258[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]1[/TD]
[TD]2/10/2019[/TD]
[TD]251[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]1[/TD]
[TD]2/10/2019[/TD]
[TD]3,269[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]1[/TD]
[TD]2/11/2019[/TD]
[TD]258[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]2[/TD]
[TD]2/12/2019[/TD]
[TD]654[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]2[/TD]
[TD]2/12/2019[/TD]
[TD]111[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]3[/TD]
[TD]2/12/2019[/TD]
[TD]12,569[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]1[/TD]
[TD]2/15/2019[/TD]
[TD]3,254[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]2[/TD]
[TD]2/15/2019[/TD]
[TD]7,826[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]3[/TD]
[TD]2/15/2019[/TD]
[TD]2,596[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]4[/TD]
[TD]2/15/2019[/TD]
[TD]4,245[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]1[/TD]
[TD]3/1/2019[/TD]
[TD]4,269[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]2[/TD]
[TD]3/1/2019[/TD]
[TD]3,249[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]1[/TD]
[TD]3/1/2019[/TD]
[TD]9,215[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]2[/TD]
[TD]3/1/2019[/TD]
[TD]2,150[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]3[/TD]
[TD]3/1/2019[/TD]
[TD]2,301[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]4[/TD]
[TD]3/1/2019[/TD]
[TD]6,580[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]3[/TD]
[TD]3/15/2019[/TD]
[TD]3,291[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]3[/TD]
[TD]3/15/2019[/TD]
[TD]1,928[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]2[/TD]
[TD]3/15/2019[/TD]
[TD]2,397[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]2[/TD]
[TD]3/15/2019[/TD]
[TD]4,528[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]2[/TD]
[TD]4/10/2019[/TD]
[TD]2,015[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]1[/TD]
[TD]4/10/2019[/TD]
[TD]1,025[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
</tbody>[/TABLE]

DESIRED RESULTS
[TABLE="width: 500"]
<tbody>[TR]
[TD]Part[/TD]
[TD]Total shipped[/TD]
[TD]Prior 3 months[/TD]
[/TR]
[TR]
[TD]1[/TD]
[TD]28,896[/TD]
[TD]20,516[/TD]
[/TR]
[TR]
[TD]2[/TD]
[TD]30,930[/TD]
[TD]28,915[/TD]
[/TR]
[TR]
[TD]3[/TD]
[TD]25,354[/TD]
[TD]25,354[/TD]
[/TR]
[TR]
[TD]4[/TD]
[TD]10,825[/TD]
[TD]10,825[/TD]
[/TR]
[TR]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
</tbody>[/TABLE]
 

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The Roman numeral for 40 is XL. Bill "MrExcel" Jelen's 40th book was called MrExcel XL.
Sort by date Sort by votes
How about


Excel 2013/2016
ABCDEFGH
4Part #Date ShippedQTYPartTotal shippedPrior 3 months
5129/12/20181,000128,89620516
6201/01/20191,254230,93028915
7201/01/20191,234325,35425354
8202/01/20191,254410,82510825
9302/01/20191,698
10305/01/2019542
11310/01/2019429
12210/02/20194,258
13110/02/2019251
14110/02/20193,269
15111/02/2019258
16212/02/2019654
17212/02/2019111
18312/02/201912,569
19115/02/20193,254
20215/02/20197,826
List
Cell Formulas
RangeFormula
H5=SUMPRODUCT((MONTH($B$5:$B$34)>=MONTH(TODAY())-3)*(MONTH($B$5:$B$34)TODAY()))*($A$5:$A$34=F5),$C$5:$C$34)
 
Last edited:
Upvote 0
Geo1126 said:
I'm trying to figure out how to make a SUMIF formula work based on the prior 3 months
Click to expand...

Hi, here is an alternative option that uses SUMIFS()


Excel 2013/2016
ABCDEFG
1Part #Date ShippedQTYPartTotal shippedPrior 3 months
2112/20/20182,658128,89620516
3112/21/20183,697230,93028915
4112/29/20181,000325,35425354
5201/01/20191,254410,82510825
6201/01/20191,234
7201/02/20191,254
8301/02/20191,698
9301/05/2019542
10301/10/2019429
11202/10/20194,258
12102/10/2019251
13102/10/20193,269
14102/11/2019258
15202/12/2019654
16202/12/2019111
17302/12/201912,569
18102/15/20193,254
19202/15/20197,826
20302/15/20192,596
21402/15/20194,245
22103/01/20194,269
23203/01/20193,249
24103/01/20199,215
25203/01/20192,150
26303/01/20192,301
27403/01/20196,580
28303/15/20193,291
29303/15/20191,928
30203/15/20192,397
31203/15/20194,528
32204/10/20192,015
33104/10/20191,025
Sheet1
Cell Formulas
RangeFormula
F2=SUMIFS(C:C,A:A,E2)
G2=SUMIFS(C:C,A:A,E2,B:B,">="&EOMONTH(TODAY(),-4)+1,B:B,"<="&EOMONTH(TODAY(),-1))
 
Upvote 0
FormR said:
Hi, here is an alternative option that uses SUMIFS()


[TABLE="width: 85%"]
<tbody>[TR]
[TD]Worksheet 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] "]F2[/TH]
[TD="align: left"]=SUMIFS(C:C,A:A,E2)[/TD]
[/TR]
[TR]
[TH="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=DAE7F5]#DAE7F5[/URL] "]G2[/TH]
[TD="align: left"]=SUMIFS(C:C,A:A,E2,B:B,">="&EOMONTH(TODAY(),-4)+1,B:B,"<="&EOMONTH(TODAY(),-1))[/TD]
[/TR]
</tbody>[/TABLE]
[/TD]
[/TR]
</tbody>[/TABLE]
Click to expand...

oh man... i was soooo close to this one. Thank you also FormR! you are a rockstar!
 
Upvote 0
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