SUMIFS

M

markpsealy

New Member
Joined
Feb 3, 2024
Messages
4
Office Version
  1. 365
Platform
  1. Windows
I am working with and the Excel Table below and cannot get the SUMIF function to return the correct value. I also tried using the Column Name References, but with no luck.

My goals is to get Column "M" the "Prior Year Salary" column to populate.

New Bonus Model.xlsx
CDEFGHIJKLM
11YearNameGroupDeptRegionSupervisorHire DateSalary TypeSalary Start DateSalary $Prior Year Salary $
122023Kevin1-ManagersAccountingShreveportJamesActual1/1/2023$205,297.00-
132021Scott1-PrincipalsExecutiveDallasDiane6/1/1969Actual1/1/2021$9,000.00-
142022Scott1-PrincipalsExecutiveDallasDiane6/1/1969Actual1/1/2022$10,000.00-
152023Scott1-PrincipalsExecutiveDallasDiane6/1/1969Actual1/1/2023$11,000.00-
162024Scott1-PrincipalsExecutiveDallasDiane6/1/1969Proposed1/1/2024$12,000.00-
172021Mark1-PrincipalsExecutiveShreveportCherie6/1/1981Actual1/1/2021$9,000.00-
182022Mark1-PrincipalsExecutiveShreveportCherie6/1/1981Actual1/1/2022$10,000.00-
192023Mark1-PrincipalsExecutiveShreveportCherie6/1/1981Actual1/1/2023$11,000.00-
202024Mark1-PrincipalsExecutiveShreveportCherie6/1/1981Proposed1/1/2024$12,000.00-
21Total$8,000.00
Sheet1
Cell Formulas
RangeFormula
M12:M20M12=SUMIFS($L$11:$L$21,$D$11:$D$21,D12,$C$11:$C$21,-C12-1)
L21L21=SUBTOTAL(109,[Target Bonus $])
Cells with Data Validation
CellAllowCriteria
J12:J20ListActual,Proposed
 

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See modified below with no results. Shouldn't M15 = $10,000, etc?

New Bonus Model.xlsx
CDEFGHIJKLM
11YearNameGroupDeptRegionSupervisorHire DateSalary TypeSalary Start DateSalary $Prior Year Salary $
122023Kevin1-ManagersAccountingShreveportJamesActual1/1/2023$205,297.00-
132021Scott1-PrincipalsExecutiveDallasDiane6/1/1969Actual1/1/2021$9,000.00-
142022Scott1-PrincipalsExecutiveDallasDiane6/1/1969Actual1/1/2022$10,000.00-
152023Scott1-PrincipalsExecutiveDallasDiane6/1/1969Actual1/1/2023$11,000.00-
162024Scott1-PrincipalsExecutiveDallasDiane6/1/1969Proposed1/1/2024$12,000.00-
172021Mark1-PrincipalsExecutiveShreveportCherie6/1/1981Actual1/1/2021$9,000.00-
182022Mark1-PrincipalsExecutiveShreveportCherie6/1/1981Actual1/1/2022$10,000.00-
192023Mark1-PrincipalsExecutiveShreveportCherie6/1/1981Actual1/1/2023$11,000.00-
202024Mark1-PrincipalsExecutiveShreveportCherie6/1/1981Proposed1/1/2024$12,000.00-
21Total$8,000.00
Sheet1
Cell Formulas
RangeFormula
M12:M20M12=SUMIFS($L$12:$L$20,$D$12:$D$20,D12,$C$12:$C$20,-C12-1)
L21L21=SUBTOTAL(109,[Target Bonus $])
Cells with Data Validation
CellAllowCriteria
J12:J20ListActual,Proposed
 
Upvote 0
I see now that the last criteria was Negative.

Can this be done using the Column Names?

Thanks.

New Bonus Model.xlsx
CDEFGHIJKLM
11YearNameGroupDeptRegionSupervisorHire DateSalary TypeSalary Start DateSalary $Prior Year Salary $
122023Kevin1-ManagersAccountingShreveportJamesActual1/1/2023$205,297.00$0.00
132021Scott1-PrincipalsExecutiveDallasDiane6/1/1969Actual1/1/2021$9,000.00$0.00
142022Scott1-PrincipalsExecutiveDallasDiane6/1/1969Actual1/1/2022$10,000.00$9,000.00
152023Scott1-PrincipalsExecutiveDallasDiane6/1/1969Actual1/1/2023$11,000.00$10,000.00
162024Scott1-PrincipalsExecutiveDallasDiane6/1/1969Proposed1/1/2024$12,000.00$11,000.00
172021Mark1-PrincipalsExecutiveShreveportCherie6/1/1981Actual1/1/2021$9,000.00$0.00
182022Mark1-PrincipalsExecutiveShreveportCherie6/1/1981Actual1/1/2022$10,000.00$9,000.00
192023Mark1-PrincipalsExecutiveShreveportCherie6/1/1981Actual1/1/2023$11,000.00$10,000.00
202024Mark1-PrincipalsExecutiveShreveportCherie6/1/1981Proposed1/1/2024$12,000.00$11,000.00
21Total$8,000.00$0.00
Sheet1
Cell Formulas
RangeFormula
M12:M21M12=IF(SUMIFS($L$12:$L$20,$D$12:$D$20,D12,$C$12:$C$20,C12-1)>0,SUMIFS($L$12:$L$20,$D$12:$D$20,D12,$C$12:$C$20,C12-1),0)
L21L21=SUBTOTAL(109,Sheet1!$Q$12:$Q$20)
Cells with Data Validation
CellAllowCriteria
J12:J20ListActual,Proposed
 
Upvote 0
markpsealy said:
See modified below with no results. Shouldn't M15 = $10,000, etc?
Click to expand...
You are using wrong formula

Use exactly as given in #2 without modifying it...

I don't know why you are using
-C12-1
which is wrong

It should be C12-1

Use this without modifying -

Excel Formula: 
=SUMIFS($L$12:$L$20,$D$12:$D$20,D12,$C$12:$C$20,C12-1)
 
Upvote 0
markpsealy said:
=IF(SUMIFS($L$12:$L$20,$D$12:$D$20,D12,$C$12:$C$20,C12-1)>0,SUMIFS($L$12:$L$20,$D$12:$D$20,D12,$C$12:$C$20,C12-1),0)
Click to expand...
If you want to use above better use as below -

Excel Formula: 
=Let(PYS,SUMIFS($L$12:$L$20,$D$12:$D$20,D12,$C$12:$C$20,C12-1),If(PYS>0,PYS,0))

It's short and crisp.
 
Upvote 0
How about just filtering for the same name for the prior year:


Book1
CDEFGHIJKLM
1YearNameGroupDeptRegionSupervisorHire DateSalary TypeSalary Start DateSalary $Prior Year Salary $
22023Kevin1-ManagersAccountingShreveportJamesActual1/1/2023205,297 
32021Scott1-PrincipalsExecutiveDallasDiane25355Actual1/1/20219,000 
42022Scott1-PrincipalsExecutiveDallasDiane25355Actual1/1/202210,0009,000
52023Scott1-PrincipalsExecutiveDallasDiane25355Actual1/1/202311,00010,000
62024Scott1-PrincipalsExecutiveDallasDiane25355Proposed1/1/202412,00011,000
72021Mark1-PrincipalsExecutiveShreveportCherie29738Actual1/1/20219,000 
82022Mark1-PrincipalsExecutiveShreveportCherie29738Actual1/1/202210,0009,000
92023Mark1-PrincipalsExecutiveShreveportCherie29738Actual1/1/202311,00010,000
102024Mark1-PrincipalsExecutiveShreveportCherie29738Proposed1/1/202412,00011,000
11Total60,000
Sheet2
Cell Formulas
RangeFormula
M2:M10M2=FILTER([Salary $],[Salary Start Date]=EDATE([@[Salary Start Date]],-12)*([Name]=[@Name]),"")
M11M11=SUBTOTAL(109,[Prior Year Salary $])
 
Last edited:
Upvote 0
Whay do I get this error?

1707056675276.png
 
Upvote 0
I think the word "NAME" may be a reserved word in excel. Change it to FNAME, and see if it helps.
 
Upvote 0
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