SUMIFS by month up to a dynamic date

JohnZ1156

Board Regular
Joined
Apr 10, 2021
Messages
180
Office Version
  1. 2021
Platform
  1. Windows
I have a table of data. Let's say Column A are dates (workdays or M-F), and Column B are values.
I'd like to get a sum for each month up to a specific date.

For example: If I enter 3/18/22 into a "dynamic" cell, I would like my January and February totals to show the whole months, but I would only like to see a total amount for March from 3/1/22 to 3/18/22.
Regardless if today is August 28th. I'd like to be able to change the date in the "dynamic" cell so I can get a total for the month in the "dynamic" cell from the beginning of that month to that date.

I have a SUMIFS formula that shows me monthly totals, but if always shows me totals for the entire months.
I'd like to be able to "stop" the total at a dynamic date within any given month.

Here is the formula that I currently have.
=SUMIFS(Table4[Flux 2],Table4[Date],">="&$A47,Table4[Date],"<="&EOMONTH($A47,0))

I hope I wasn't too redundant.
Thanks in advance for your help.
John
 
Glad to help & thanks for the feedback.
 
Upvote 0

Excel Facts

How to calculate loan payments in Excel?
Use the PMT function: =PMT(5%/12,60,-25000) is for a $25,000 loan, 5% annual interest, 60 month loan.

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