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# Need a separate sheet to return total income for each month

Copper Contributor

# Need a separate sheet to return total income for each month

Hi, I'm struggling with what I thought would be a simple Sumifs function.

Named sheet "income 2022" has the date in column A and the income in column G. All this data is in a table called "table22".

In a separate sheet, "monthly income" column A is Jan through to Dec and I want column B to return the total income for each month from sheet above.

Seems to be struggling with whether I should be using EDate as suggested elsewhere or whether it should be another function.

Thank you for any help.

6 Replies

# Re: Need a separate sheet to return total income for each month

I'd use dates in column A on the Monthly Income sheet:

01-Jan-2022

01-Feb-2022

etc.

Format the dates as mmm or mmmm so that only the month name is displayed.

In B2:

=SUMIFS(Table22[Income], Table22[Date], ">="&A2, Table22[Date], "<"&EDATE(A2,1))

where Income and Date are the names of the relevant columns in Table22.

# Re: Need a separate sheet to return total income for each month

Hi,

Thank you for prompt reply. Unfortunately, currently returning a 0 value for every month.

=SUMIFS(Table22[Income - Vatable], Table22[Date], ">="&A2, Table22[Date], "<"&EDATE(A2,1))

Table date is 01-Jan-22
Date in A2 is MMM

Anything else I'm missing?

# Re: Need a separate sheet to return total income for each month

Could you attach a small sample workbook demonstrating the problem (without sensitive data), or if that is not possible, make it available through OneDrive, Google Drive, Dropbox or similar?

# Re: Need a separate sheet to return total income for each month

best response confirmed by Daibear (Copper Contributor)
Solution

# Re: Need a separate sheet to return total income for each month

I wrote in a previous reply:

I'd use dates in column A on the Monthly Income sheet:

01-Jan-2022

01-Feb-2022

etc.

Format the dates as mmm or mmmm so that only the month name is displayed.

You didn't do that. See the attached version.

# Re: Need a separate sheet to return total income for each month

Thank you so much and for pointing out where i've gone wrong.

Much appreciated.
1 best response

Accepted Solutions
best response confirmed by Daibear (Copper Contributor)
Solution

# Re: Need a separate sheet to return total income for each month

I wrote in a previous reply:

I'd use dates in column A on the Monthly Income sheet:

01-Jan-2022

01-Feb-2022

etc.

Format the dates as mmm or mmmm so that only the month name is displayed.

You didn't do that. See the attached version.