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Help Solving SUMIF Formula Issue [SOLVED]

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    Help Solving SUMIF Formula Issue [SOLVED]

    Requesting urgent help to solve an issue with a SUMIF formula in Excel. I was asked by my manager to put together a spreadsheet of data on Friday, to present on Monday, and spending my entire weekend trying to figure this out. This is the last piece I need to have this working, but I?ve search all over Google for people doing the same thing as me, with no luck. If someone can answer how to do this with SUMIF or a different formula, you?ll be a lifesaver. Thank you!

I?m trying to SUM the value each member on a team has to allocate per project. A Primary in phase1 is a value of 2 and a Primary in phase2 is a value of 4. We?re tracking each phase by month, and trying to Sum the overall value of all project in a specific quarter.


    For example, John is a Primary for the America project, which falls in Q1-2024 (Jan-24, Feb-24, Mar-24). He has no other projects in Q1-2024 and phase 2 for the project is not until Q2-2024 (Apr-24, May-24, Jun-24). So he should have a value of 2 for Q1-2024.


    My issue is the formula I?m using is counting each month more than once and adding a value each time (so it?s adding 2 each time the formula sees the month), which is showing John as a value of 6 instead of 2 for Q1-2024. I?d like to have the formula count each month only ONCE when summing the value for a quarter. Is there a way I can do this?

 Here is the formula or reference


    =SUM(SUMIF(D2:D4,{"*Jan-24*","*Feb-24*","*Mar-24*"},E2:E4)+SUMIF(F2:F4,{"*Jan-24*","*Feb-24*","*Mar-24*"},G2:G4))


    Is there a way I can use OR when referencing the criteria? For example:
=SUM(SUMIF(D2:D4,{"*Jan-24*" OR ?*Feb-24*" OR?*Mar-24*"},E2:E4)


    I?m not very experienced when it comes to Excel and would appreciate any support in figuring this out. Thank you so much for your time and reading this post!
    Attached Files Attached Files
    Last edited by EXCEL_HELP_NEEDED_PL; 07-01-2023 at 08:27 PM.

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    Re: Urgent Help Solving SUMIF Formula Issue

    I cannot attach an image to my post for some reason so please DM me if you want an image of the example sheet I created for this problem.

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    Re: Urgent Help Solving SUMIF Formula Issue

    Images are pretty much useless. Please read the yellow banner (top) and attach an Excel file.
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    Re: Urgent Help Solving SUMIF Formula Issue

    Thanks so much for the advice, Glenn! I've uploaded an example Excel for the issue I'm experiencing. And just for clarity, I want the value in each quarter for each member to be the SUM of all of their project values. So John should have a 2 for Q1-2024, as he only has 1 project in Q1-2024 and he is Primary. Currently, it's showing him with a value of 6, because it's count 2 for each month in Q1-2024 (Jan-22, Feb-22, and Mar-22). I hope that clears up the issue.

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    Re: Urgent Help Solving SUMIF Formula Issue

    crossposted: https://www.mrexcel.com/board/thread...o-put.1240391/

    Rule 03: Cross-posting Without Telling Us

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    Re: Help Solving SUMIF Formula Issue

    Cell B17 formula , Drag down and across

    Formula: copy to clipboard
    Please Login or Register  to view this content.
    Last edited by wk9128; 07-02-2023 at 08:52 PM.

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    Re: Help Solving SUMIF Formula Issue

    Unfortunately this does not achieve what I'm looking for, as this is still summing the value for each instance of each month in the D and F columns, where I was looking for a formula that only sums the E and G columns once if the D or F criteria is met.

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    Re: Urgent Help Solving SUMIF Formula Issue

    I did not notice this rule, as I made this post at 3am, and was working until 6am to resolve this issue. I did post in multiple forums as the issue is urgent. Thankfully, someone in the forum link you shared helped resolve the issue. Perhaps you can make the cross post message more clear to new people so they avoid the issue in the future. Also, from my experience using this forum, I don't like the lack of clarity around the fact that you can't practically use images in main posts or comments (you should also have a message clarifying this, as it was very confusing when trying to make my post). My last piece of feedback is that you should improve your process around attaching sheets to posts (or add more detailed instructions). The current instructions leave a lot on the user to figure out and doesn't fully explain the process. I was unsure how to confirm if my post was properly attached and what button to click after uploading to complete the attachment process. That being said, I've replied to the one user that tried to solve my issue and marked this issue as solved, just to be polite, however I don't plan to use this forum again (because of the several issues I mentioned above making it very inefficient to use). I've take the time to provide this feedback as an act of kindness so hopefully you can improve your forum so others don't waste time here if it remains in the current state.

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    Re: Help Solving SUMIF Formula Issue [SOLVED]

    Hi EXCEL_HELP_NEEDED_P
    Included, please see the attachment

    Formula: copy to clipboard
    Please Login or Register  to view this content.


    If you finally get a solution please mark your thread as SOLVED:
    - Click Thread Tools above your first post,you will see the word PREFIX on the upper left, press the button to select [SOLVED] select "Mark your thread as Solved".
    - you may not be aware that you can thank those who have helped you by clicking the small star icon located in the lower left corner of the post in which the help
    was given. By doing so you can add to the reputation(s) of those who helped.
    Last edited by wk9128; 07-02-2023 at 08:51 PM.

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