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Date Range filter

  1. #1
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    Date Range filter

    Hi There

    I have successfully made my excel sheet with the purpose of identifying the total income for a given month in a year for cash flow purposes. This basically works with a column that creates a number for the corresponding month (eg august is 8) then a filter to add up all the payments from that particular month. We now need to do this over two years so i need to add a year function to it but can figure it out.

    My current set up is:

    A list of income payments in one column and the date received in a separate column and the month ID column in the third
    Payment column is named Income - this has my input figures
    Date column - is un-named an has the date input
    Month identification column is named Month_Income - and uses formula =MONTH( x) where x is the cell with the date

    In a different row across the top - i have the months Jan - Dec and below each month i have a cell telling me the total income for that month using:
    =SUMIF(Month_Income,"=x",Income) - x is the corresponding month eg 8 is for august.


    So now i have added a fourth column with the year named Year_Income and a formula =YEAR(x) where x is the cell with the date input.

    What should the SUMIF formula look like to include my year? Ie so i can see the total income for august 2012 or july 2013 etc.... ?

    Thanks

    bruce,
    Attached Files Attached Files

  2. #2
    Forum Moderator - RIP Richard Buttrey's Avatar
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    Re: Date Range filter

    See the attached.

    When working with dates, it's usually preferable to always use proper date numbers, formatted as necessary. In your case you avoid needing separate helper columns for a month number or year number.
    Attached Files Attached Files
    Richard Buttrey

    RIP - d. 06/10/2022

    If any of the responses have helped then please consider rating them by clicking the small star icon below the post.

  3. #3
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    Re: Date Range filter

    wow - fantastic thanks!

  4. #4
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    Re: Date Range filter

    Hi Richard

    Thanks again for the Date range filter - one question though - when i reference the cells with your clever filter the figures come out as £0 - ie i have separate a summary sheet and need for example the total for January to apear, but when i reference it its blank? any ideas?

    thanks

    bruce,

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