SOLVED

Need a separate sheet to return total income for each month

Copper Contributor

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

@Daibear 

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.

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?

@Daibear 

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?

best response confirmed by Daibear (Copper Contributor)
Solution

@Daibear 

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.

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

@Daibear 

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.

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