Using SUMIFS for Both Categories and Between Date Ranges for Different Array Sizes

Mlwhiteman

New Member
Joined
Nov 26, 2017
Messages
12
I currently have transactions separated by both category and month. I am looking to calculate the sum for a particular category between date ranges. Since the "sum_range" input is different sized than the "criteria_array" I was wondering if there exists a workaround to solve this. For an example of how the data is organized see below:

Excel 2013/2016
ABCDEFGHIJKLMNOP

<tbody>
[TD="align: center"]4[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=000000]#000000[/URL] , align: center"]Regular Spending Area[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=333333]#333333[/URL] , align: center"]Monthly Budgeted Amount[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=808080]#808080[/URL] , align: center"]Regular Expenses: Amount Spent In ...[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=808080]#808080[/URL] , align: center"][/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=808080]#808080[/URL] , align: center"][/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=808080]#808080[/URL] , align: center"][/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=808080]#808080[/URL] , align: center"][/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=808080]#808080[/URL] , align: center"][/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=808080]#808080[/URL] , align: center"][/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=808080]#808080[/URL] , align: center"][/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=808080]#808080[/URL] , align: center"][/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=808080]#808080[/URL] , align: center"][/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=808080]#808080[/URL] , align: center"][/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=808080]#808080[/URL] , align: center"][/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=808080]#808080[/URL] , align: center"][/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=808080]#808080[/URL] , align: center"][/TD]

[TD="align: center"]5[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=000000]#000000[/URL] , align: center"][/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=333333]#333333[/URL] , align: center"][/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=C0C0C0]#C0C0C0[/URL] , align: center"]Jan-18[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=C0C0C0]#C0C0C0[/URL] , align: center"]Feb-18[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=C0C0C0]#C0C0C0[/URL] , align: center"]Mar-18[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=C0C0C0]#C0C0C0[/URL] , align: center"]Apr-18[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=C0C0C0]#C0C0C0[/URL] , align: center"]May-18[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=C0C0C0]#C0C0C0[/URL] , align: center"]Jun-18[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=C0C0C0]#C0C0C0[/URL] , align: center"]May-17[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=C0C0C0]#C0C0C0[/URL] , align: center"]Jun-17[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=C0C0C0]#C0C0C0[/URL] , align: center"]Jul-17[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=C0C0C0]#C0C0C0[/URL] , align: center"]Aug-17[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=C0C0C0]#C0C0C0[/URL] , align: center"]Sep-17[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=C0C0C0]#C0C0C0[/URL] , align: center"]Oct-17[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=C0C0C0]#C0C0C0[/URL] , align: center"]Nov-17[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=C0C0C0]#C0C0C0[/URL] , align: center"]Dec-17[/TD]

[TD="align: center"]6[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=C0C0C0]#C0C0C0[/URL] , align: center"]Rent[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=C0C0C0]#C0C0C0[/URL] , align: center"]$265.61[/TD]
[TD="align: center"][/TD]
[TD="align: center"][/TD]
[TD="align: center"][/TD]
[TD="align: center"][/TD]
[TD="align: center"][/TD]
[TD="align: center"][/TD]
[TD="align: center"]$246.50[/TD]
[TD="align: center"]$444.82[/TD]
[TD="align: center"]$0.00[/TD]
[TD="align: center"]$182.00[/TD]
[TD="align: center"]$0.00[/TD]
[TD="align: center"]$400.00[/TD]
[TD="align: center"]$0.00[/TD]
[TD="align: center"]$460.00[/TD]

[TD="align: center"]7[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=C0C0C0]#C0C0C0[/URL] , align: center"]Phone Bill[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=C0C0C0]#C0C0C0[/URL] , align: center"]$92.00[/TD]
[TD="align: center"][/TD]
[TD="align: center"][/TD]
[TD="align: center"][/TD]
[TD="align: center"][/TD]
[TD="align: center"][/TD]
[TD="align: center"][/TD]
[TD="align: center"]$92.00[/TD]
[TD="align: center"]$187.18[/TD]
[TD="align: center"]$92.00[/TD]
[TD="align: center"]$92.00[/TD]
[TD="align: center"]$92.00[/TD]
[TD="align: center"]$92.00[/TD]
[TD="align: center"]$92.00[/TD]
[TD="align: center"]$92.00[/TD]

</tbody>

I have the beginning and end dates defined in cells X8 and Y8, respectively. So, as an example, if I select the beginning date in X8 to be May-17, and the end date in Y8 to be Jun-17, I would like to be able to determine that $246.50+$444.82 = $691.32 was spent on Rent. I would appreciate any help. Thanks!
 

Excel Facts

What is the fastest way to copy a formula?
If A2:A50000 contain data. Enter a formula in B2. Select B2. Double-click the Fill Handle and Excel will shoot the formula down to B50000.
please try

=SUMIFS($C$3:$P$3, $C$2:$P$2, ">=" & $X$8, $C$2:$P$2, "<=" & $Y$8 )
sum range, criteria range 1 criteria 1 criteria range 2 criteria 2
 
Upvote 0
Try

=SUMIFS(INDEX($C$6:$P$7,MATCH("Rent",$A$6:$A$7,0),0),$C$5:$P$5,">="&X8,$C$5:$P$5,"<="&Y8)
 
Upvote 0
Thank you! I was able to generalize your code for my purposes, and it's very clear how to use both match and index in this situation. Thanks again!
 
Upvote 0

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