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miraci's avatar
miraci
Copper Contributor
Dec 09, 2025
Solved

Small business

I'm using Exel 365. I've started a small business and doing the bookkeeping. I've started a spread sheet with several columns for the products. The first column has the daily date. on a second sheet...
  • Surya_Narayana's avatar
    Surya_Narayana
    Dec 11, 2025

    hi miraci​  Try this version:

    =SUMIFS(

        'Business'!$B$2:$B$1000,

        'Business'!$A$2:$A$1000, ">=" & A2,

        'Business'!$A$2:$A$1000, "<=" & EOMONTH(A2, 0)

    )

    This now correctly:

    • Sums column B on the Business sheet
    • Only when column A contains dates within the month in A2

     

    Your A2 Cell Must Contain a First-of-Month Date

    Example:

    A (Month Start)

    Expected

    1-Jan-2025

    January total

    1-Feb-2025

    February total

    If you put any date from that month (e.g., 15-Jan), it will still work — but it’s best practice to use the 1st of each month.

     

    Even Better Formula (If You Want Simplicity)

    If A2 contains a date within the target month, you can use:

    =SUMPRODUCT(

        (MONTH('Business'!$A$2:$A$1000)=MONTH(A2)) *

        (YEAR('Business'!$A$2:$A$1000)=YEAR(A2)) *

        'Business'!$B$2:$B$1000

    )

    This removes the need for >= and <= logic.

     

m_tarler's avatar
m_tarler
Bronze Contributor
Dec 13, 2025

I suspect things are not all numbers.  "JAN-00" could be the date value of 2000-01-01 formatted as Month-Year or could be just TEXT.  you need to make sure those are all number / date values and not just text.  Make sure the cell is formatted as 'GENERAL' or 'NUMBER' of 'DATE' and then enter the full date like 1/1/2026.  It may and should then change to show the date in which ever is the default format but that us good and you can choose a different Date format to display as under the number formatting options on the home menu:

 

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