Excel Formula to pull a sum that is between two dates

Copper Contributor

I need assistance with a formula that will sum column H based on the name in column F and if the rows fall between the first of the month and the end of the month.  In this example, Donald has two invoices in January.   I need the total charges for Donald that had an invoice date between January 1st and January 31st.

 

I tried this but something is wrong with the way I am trying to get the sum between the two dates.

 

=sumifs(Table22[Charges],Table22[Bill To Last Name],"Donald",Table22[Invoice Date]">="1-Jan-2023,"<="31-Jan-2023)

 

 

 

8 Replies

@Donald6591 

Do the formulas in the attached sample file show the expected result?

I will try this with real data and let you know, thanks. Could you also send for the other part dealing with percentages? Thank you for your help.

@Donald6591 

 

With Pivot Tables:

Sample.png

 

If you're interested let me know, I might have to explain something...

@Lorenzo 

I still unable to create two pivot table into on sheet

why are you able to open more than on pivot table, I have followed your video unsuccessful
can help me urgently
are you able to help

@wllai 

 

- I still unable to create two pivot table into on sheet
- why are you able to open more than on pivot table, I have followed your video unsuccessful
- can help me urgently

 

No idea what challenge you deal + which video you refer to. Suggestion is to follow the recommendations in Welcome to your Excel discussion space!:
- Excel version?
- On which platform (Windows, Mac...)?
- Post at least a picture showing representative dummy data (better to share a sample workbook)
- Post at least a picture showing what you expect to achieve (better to share a sample workbook)
...