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LisaMarie1981's avatar
LisaMarie1981
Brass Contributor
Apr 17, 2023
Solved

Sumif prior to current month

Hi there,

 

Please see image below. I am trying to have column B sum if the month in row 2 is prior to current month today. Example it's currently April so I want it to sum only till April and not include anything past April. I know there is a formula for when it's an actual date but not when it's a whole month. Any help is greatly appreciated! Thank you!!

 

 

  • Hi LisaMarie1981 

     

    (next times please provide Excel version + Operating system => Welcome to your Excel discussion space!)

     

     

    in B3:

     

    =IF(MONTH(TODAY())=1, 0, SUM(OFFSET(B3,,1,,MATCH(TEXT(TODAY(),"MMMM"),C$2:N$2,0)-1)))

     

    Other option with Excel 2021/365:

    =IF(
      MONTH(TODAY())=1, 0,
      SUM(C3:XLOOKUP(TEXT(EDATE(TODAY(),-1),"MMMM"),C$2:N$2,C3:N3))
    )
  • Lorenzo's avatar
    Lorenzo
    Silver Contributor

    Hi LisaMarie1981 

     

    (next times please provide Excel version + Operating system => Welcome to your Excel discussion space!)

     

     

    in B3:

     

    =IF(MONTH(TODAY())=1, 0, SUM(OFFSET(B3,,1,,MATCH(TEXT(TODAY(),"MMMM"),C$2:N$2,0)-1)))

     

    Other option with Excel 2021/365:

    =IF(
      MONTH(TODAY())=1, 0,
      SUM(C3:XLOOKUP(TEXT(EDATE(TODAY(),-1),"MMMM"),C$2:N$2,C3:N3))
    )

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