Excel formula that sums if meets two requirements.

I am trying to set up a personal budget. I want the budget to sum the
amounts for a certain type of expense, say groceries, that lie within a
certain time period, say the entire month of August. I have tried using
VLOOKUP, but it only looks up one value and will not sum them. I'm not sure
if I need to use array formulas, DFunctions, or if I should be using another
program such as access.

Thanks for any help!

Hi!

Assume:

A1:A100 are dates
B1:B100 are expense types
C1:C100 are expense debits

Enter your desired date range in 2 cells:

D1 = 8/1/2005
D2 = 8/31/2005

Enter the desired expense type in a cell:

E1 = groceries

=SUMPRODUCT(--(A1:A100>=D1),--(A1:A100<=D2),--(B1:B100=E1),C1:C100)

Biff

"JDub" <[email protected]> wrote in message
news:[email protected]...
>I am trying to set up a personal budget. I want the budget to sum the
> amounts for a certain type of expense, say groceries, that lie within a
> certain time period, say the entire month of August. I have tried using
> VLOOKUP, but it only looks up one value and will not sum them. I'm not
> sure
> if I need to use array formulas, DFunctions, or if I should be using
> another
> program such as access.
>
> Thanks for any help!

Hi,

You may also try this array formula solution (Ctrl+Shift+Enter)

=sum(if((range1=expense type)*(range2>=min date)*(range2<=max date),sum
range))

Regards,

Ashish Mathur

"JDub" wrote:

> I am trying to set up a personal budget. I want the budget to sum the
> amounts for a certain type of expense, say groceries, that lie within a
> certain time period, say the entire month of August. I have tried using
> VLOOKUP, but it only looks up one value and will not sum them. I'm not sure
> if I need to use array formulas, DFunctions, or if I should be using another
> program such as access.
>
> Thanks for any help!

Thanks!!

"Ashish Mathur" wrote:

> Hi,
>
> You may also try this array formula solution (Ctrl+Shift+Enter)
>
> =sum(if((range1=expense type)*(range2>=min date)*(range2<=max date),sum
> range))
>
> Regards,
>
> Ashish Mathur
>
> "JDub" wrote:
>
> > I am trying to set up a personal budget. I want the budget to sum the
> > amounts for a certain type of expense, say groceries, that lie within a
> > certain time period, say the entire month of August. I have tried using
> > VLOOKUP, but it only looks up one value and will not sum them. I'm not sure
> > if I need to use array formulas, DFunctions, or if I should be using another
> > program such as access.
> >
> > Thanks for any help!

Thanks!!

"Biff" wrote:

> Hi!
>
> Assume:
>
> A1:A100 are dates
> B1:B100 are expense types
> C1:C100 are expense debits
>
> Enter your desired date range in 2 cells:
>
> D1 = 8/1/2005
> D2 = 8/31/2005
>
> Enter the desired expense type in a cell:
>
> E1 = groceries
>
> =SUMPRODUCT(--(A1:A100>=D1),--(A1:A100<=D2),--(B1:B100=E1),C1:C100)
>
> Biff
>
> "JDub" <[email protected]> wrote in message
> news:[email protected]...
> >I am trying to set up a personal budget. I want the budget to sum the
> > amounts for a certain type of expense, say groceries, that lie within a
> > certain time period, say the entire month of August. I have tried using
> > VLOOKUP, but it only looks up one value and will not sum them. I'm not
> > sure
> > if I need to use array formulas, DFunctions, or if I should be using
> > another
> > program such as access.
> >
> > Thanks for any help!
>
>
>