In this article, we delve into the intricacies of using the SUMIFS function with date ranges in Excel. Here's what we will cover in detail:

Table of Contents

• Introduction to SUMIFS with date range
• Basic Example
• SUMIFS with dynamic date range

Let's explore each of these topics further.

Download the Excel Workbook below to follow along and understand how to use SUMIFS with date range in Excel:

download excel workbookSUMIFS-with-date-range.xlsx

Introduction to SUMIFS with date range

The SUMIFS function in Excel enables you to sum values within a range based on multiple criteria. It is particularly useful for tasks such as analyzing sales data, tracking project milestones, or monitoring expenses over specific periods.

The syntax of the SUMIFS function is:

=SUMIFS(Sum_Range,Criteria_Range1,Criteria1,Criteria_Range2,Criteria2…)

• Sum_Range (required) – This is the range of cells you want to sum.
• Criteria_Range1 (required) – The range that is evaluated against Criteria1. Criteria_range1 and Criteria1 form a pair to search for specific criteria within the range. Once the matching items are identified, their corresponding values in Sum_range are summed.
• Criteria1 (required) – The criteria that determine which cells in Criteria_range1 are included in the sum. Criteria can be numbers like 32, conditions like “>32”, cell references like B4, or text like “apples” or “32”.
• Criteria_Range2, Criteria2, … (optional) – Additional ranges and their associated criteria.

When using SUMIFS with a date range, you specify the start and end dates as the criteria. Let’s look at some examples to better understand this function.

Basic Example

Imagine you have dates in one column and sales amounts in another, and you need to calculate the total sales for January. You can accomplish this using SUMIFS with a date range.

STEP 1: Start by entering the SUMIFS function.

=SUMIFS(

STEP 2: Specify the first argument – Sum_range. Here, we select the range B2:B30, which includes all sales figures.

=SUMIFS(B2:B30,

STEP 3: Specify the second argument – Criteria_range1. We select A2:A30, which contains the dates of the sales transactions.

=SUMIFS(B2:B30,A2:A30,

STEP 4: Specify the third argument – Criteria1. We set the criteria to “>=”&1/1/2023.

=SUMIFS(B2:B30,A2:A30,”>=”&”1/1/2023″,

STEP 5: Specify the fourth argument – Criteria_range2. Again, we use A2:A30 as it contains the dates of the sales transactions.

=SUMIFS(B2:B30,A2:A30,”>=”&”1/1/2023″,A2:A30,

STEP 6: Specify the fifth argument – Criteria2. We set the criteria to “

=SUMIFS(B2:B30,A2:A30,”>=”&”1/1/2023″,A2:A30,”

As shown, the SUMIFS function calculates the sum of sales for January by applying multiple criteria simultaneously.

SUMIFS with dynamic date range

Often, you'll want to use dynamic date ranges that automatically adjust based on the current date or other factors. This feature allows you to analyze data for the current month, quarter, or any other period without the need to manually update your formulas.

You can achieve this using the TODAY() function, which returns the current date and updates automatically.

Suppose you want to calculate the sum of sales for the last 7 days using the SUMIFS function. Follow the steps below:

STEP 1: Start by entering the SUMIFS function.

=SUMIFS(

STEP 2: Specify the first argument – Sum_range. We select B2:B30, which contains all the sales figures.

=SUMIFS(B2:B30,

STEP 3: Specify the second argument – Criteria_range1. We select A2:A30, which contains the dates of the sales transactions.

=SUMIFS(B2:B30,A2:A30,

STEP 4: Specify the third argument – Criteria1. We set the criteria to “>”&TODAY()-7.

=SUMIFS(B2:B30,A2:A30,”>”&TODAY()-7,

STEP 5: Specify the fourth argument – Criteria_range2. We again use A2:A30 as it contains the dates of the sales transactions.

=SUMIFS(B2:B30,A2:A30,”>”&TODAY()-7,A2:A30,

STEP 6: Specify the fifth argument – Criteria2. We set the criteria to “

=SUMIFS(B2:B30,A2:A30,”>”&TODAY()-7,A2:A30,”

As demonstrated, the SUMIFS function calculates the sum of sales for the past 7 days.

Conclusion

Gaining proficiency in using SUMIFS with date ranges in Excel can significantly enhance your data analysis capabilities. Whether you're calculating totals for specific periods or setting up dynamic date ranges that adjust to changing time frames, the SUMIFS function proves to be an invaluable tool in Excel.

Further learning:

• SUMIFS function: Wildcards *
• SUMIFS Function: Introduction
• How to Use SUMIFS Function in Excel

Click here to explore more about SUMIFS in Excel.

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