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LisaMarie1981's avatar
LisaMarie1981
Brass Contributor
Feb 07, 2024
Solved

Multi criteria formula for SUMIFs

I have this formula which sums the agents split if the funds in general date falls between 2 dates which works fine, but I also need to add another criteria to only do this if the Client Type (in another column) = Seller but I can't seem to get it to work. Can anyone help please? Thanks!

 

=SUMIFS(Table1[[Agents Split]:[Agents Split]],Table1[[Funds In General Date]:[Funds In General Date]],">="&'Certainli CashFlow'!C2,Table1[[Funds In General Date]:[Funds In General Date]],"<="&'Certainli CashFlow'!C3)

  • JKPieterse no it actually says 'seller' in the column in same table as agents split...see below image. So I only want it to sum the ones that say Seller but also fall between the 2 dates

     

5 Replies

  • JKPieterse's avatar
    JKPieterse
    Silver Contributor

    LisaMarie1981 

    What have you tried so far that did not work? Assuming the seller name is in 'Certainli CashFlow'!C4, Isn't this as simple as:

    =SUMIFS(Table1[[Agents Split]:[Agents Split]],Table1[[Funds In General Date]:[Funds In General Date]],">="&'Certainli CashFlow'!C2,Table1[[Funds In General Date]:[Funds In General Date]],"<="&'Certainli CashFlow'!C3,Table1[[Client Type]:[Client Type],'Certainli CashFlow'!C4)

     

    • LisaMarie1981's avatar
      LisaMarie1981
      Brass Contributor

      JKPieterse no it actually says 'seller' in the column in same table as agents split...see below image. So I only want it to sum the ones that say Seller but also fall between the 2 dates

       

      • JKPieterse's avatar
        JKPieterse
        Silver Contributor

        LisaMarie1981 In that case, doesn't this work?

         

         

        =SUMIFS(Table1[[Agents Split]:[Agents Split]],
        Table1[[Funds In General Date]:[Funds In General Date]],
        ">="&'Certainli CashFlow'!C2,
        Table1[[Funds In General Date]:[Funds In General Date]],
        "<="&'Certainli CashFlow'!C3,
        Table1[[Client Type]:[Client Type]],
        "Seller")

         

         

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