Comments on: Sum if between two dates in Excel: SUMIFS with date range as criteria

Working on a report, investment plan or any other dataset with dates, you may often need to sum values within a specific period. This tutorial will teach you a quick and easy solution - SUMIFS formula with date range as criteria. Continue reading

Comments page 4. Total comments: 210

  1. Data contain the date with time (actual transaction time is capturing) eg; 29-08-2021 2:36:27 PM, 29-08-2021 2:53:17 PM like wise,

    want to sumif to date wise only means date of 29-08-2021 , how could formulate it

  2. Great, I have used to determine the bank's balance in my accounts for a given date, so now I can sum by the debit and credits columns for all data less or equal than the current date and compare with the real data in bank's account and both data in a different column for each daily date.

    Accounting Balance = SUMIFS(debits,date,"<="&given-date,Bank,"Citibank")-SUMIFS(credits,date,"<="&given-date,Bank,"Citibank")

    I appreciate your post, thank you very much. Simple and effective.

  3. Hi, I'm using a sumifs function for each month's totals with the year referenced in a separate sheet. It works great for every month except Feb/March. I used the range "="&DATE(DASHBOARD!$C$2,2,1),$B:$B,"<="&DATE(DASHBOARD!$C$2,2,29))

    1. Not sure why half my message is cut off. For Feb Entries I allowed "<=" 2-29 to allow for leap years but now entries for Mar 1 show up in BOTH Feb. and Mar. totals. How do I include all dates between the beginning and end of each month allowing for leap year without problems? Thanks.

      1. Hello!
        To determine the end date of the month, use the function EOMONTH :

        =EOMONTH(DATE(DASHBOARD!$C$2,2,1),0)

        Read more here.

  4. Hello,

    I am sincerely hoping you can help me. I'm trying to find a formula to add in monthly rent on the first day of the month to an equation which will then subtract it from the amount that they paid that month to give me a running total of the amount that they owe

    Rent Due Running Total January Febraury
    of Money Owed
    1000 ?? 850 900

  5. I have a cash flow on one sheet of an excel spreadsheet with a balance for each month of the year. each month aligns to UK tax year so April runs from the 6th of April to the 5th of May and so on. Using The TODAY() function I am trying to the show the current monthly balance from the cashflow on another sheet.

    Can you assist?

    1. Hello!
      If I understand your task correctly, the following formula should work for you:

      =SUMPRODUCT(D1:D15,--(C1:C15>=EOMONTH(TODAY(),-1)+6),--(C1:C15<=EOMONTH(TODAY(),0)+5))

      You can learn more about EOMONTH function in Excel in this article on our blog.

  6. I am trying to do a sumifs formula on a range of dates, however It keeps returning a zero

    05 May 2020 14,256.00
    01 May 2020 12,356.00
    04 May 2020 12,548.00
    02 May 2020 12,536.00
    06 June 2020 12,586.00
    08 June 2020 12,365.00
    10 May 2020 12,356.00

    Find Data between ranges: 01 May 2020 - 10 May 2020

    =SUMIFS(C2:C8,B2:B8,">''&F2",B2:B8,"<''&G2")

    1. Hello!
      The formula below will do the trick for you:

      =SUMIFS(C1:C8,B1:B8,">"&F2,B1:B8,"<"&G2) I hope it’ll be helpful.

      1. It says that there is a problem with this formula

  7. It would be great to get some help if possible. I have a spreadsheet which tracks transactions and values between certain dates, and I am trying to do a sum dependent on a certain date criteria i.e how much value was gained in the month of April.

    I followed your steps, and have a formula of:

    =SUMIFS('EXP April-June 2021'!AF2:AF5131,'EXP April-June 2021'!I2:I5131,">="&DATE(2021,4,1),'EXP April-June 2021'!AF2:AF5131,"<="&DATE(2021,4,31))

    And it returns a figure for me, but it's about £10m short of what it should be when I use the highlight & count approach on those dates.

    I cannot work out why it would be doing this. All of the dates are formatted as dates, and the values are formatted as currencies.

    I have tested this on the results for May & June so far, and the formula works in that it returns a different figure for each month, and updates as I add more to the source data, but doesn't calculate the correct figure currently.

    1. Hello!
      I can't see your data but I guess the problem is in DATE(2021,4,31). No such date exists. The formula DATE(2021,5,31) returns May 31, 2021 00:00:00. Therefore, the last day of the month is ignored. Use DATE(2021,6,1) instead of DATE(2021,5,31). Perhaps this will help.

    2. Nevermind... I fixed it. I accidentally put the value data set in the formula twice rather than the date data set. Thanks for your guides!

  8. S.NO DATE AMOUNT
    1 19-04-2021 -8,930.00
    2 20-04-2021 20,250.00
    3 22-04-2021 7,047.20
    4 23-04-2021 -27,000.00
    5 26-04-2021 -4,200.00
    6 27-04-2021 -
    7 28-04-2021 10,500.00
    8 29-04-2021 -12,000.00
    9 30-04-2021 -3,200.00
    How to calculate total -ve value of every month; +ve value of particular month & count for zero by sumifs & countif functions.
    Please help me. I am waiting for your solution.
    Thanks
    prakash

  9. Hello,

    I'm having right trouble with this formula. I can't work out what i've done wrong! I'm trying to calculate price by customer within a set date period.

    =SUMIFS(G8:G20, B8:B20, "=>"&B5, B8:B20, "=<"&C5, M8:M20, "="&A5)

    Can someone identify what's wrong with it?
    Column G is price
    Column B is date
    Column M is customer

    A5 is customer name
    B5 is the start date
    C5 is the end date

    I've checked the dates are in date format and the numbers are in number format
    I've interchanged the signs
    I've added and removed the "="& for the customer name
    I've added spaces and removed them.
    None of these have resulted in anything. The Formula box remains blank.

    Help please!!

  10. I'm trying to summarize some product counts by different date ranges. For example, in column C, I have several products listed from rows 13 thru 50 with some products in a similar category repeating and the counts are in columns to the right with dates as headings (ie: 6/28/21, 6/29/21, thru 12/31/21). I need to summarize by product and then by different date ranges (ie: weekly vs monthly) but am not sure the best way to do this in Excel. All the examples I see have all the data in columns including the dates, but in my case I don't have that.

    GL Acct 06/28/21 06/29/21 06/30/21 7/01/21 07/02/21 07/03/21....
    Filling 1 10 15 12 5 6 4
    Filling 2 4 1 3 20 11 2

    So, I need to be able to sum the Fillings into 1 number for Jun that includes the numbers from 6/28 and 6/29 and then summarize the Fillings into 1 total for Jul that includes 7/1 thru 7/3.

    Any help is appreciated.

    Kat

  11. Hi , I am getting wrong result in Sumif. Below is the data set

    B1:x1=Week 49 Week 50 Week 51 Week 52 Week 53 Week 1 Week 2 Week 3 Week 4 Week 5 Week 6 Week 7 Week 8 Week 9 Week 10 Week 11 Week 12

    Weekly jobs done B2:X2 =0 0 0 0 1 0 1 0 2 1 0 1 1 1 0 2 1

    Criteria= Week 4
    Formula used =SUM(B2:F2)+SUMIF(I1:X1,"<="&A3,I2:X2)
    Jobs done till Week 4= 7 result by formula
    result should be 4
    Thanks in advance
    priyank

    1. Hello!
      You can use this formula:

      =SUM(B2:F2)+SUMIF(G1:X1,"<="&A3,G2:X2)

      This formula gives the result 4

  12. Just to say "Thank You! It helps!" our charming Excel wizard! :) .... and to ask "Can you do "AND" logic for two or more conditions with "SUMIF()"?

  13. For the test data i'm using the column headers are dates and i'm trying to calculate the sum for the each month, which formula can I use?

  14. I try to get a formula for a calculation. I have expense per month equally Exp:$500 between a range date, Jan 21 - Jun-21. I have some condition, if each expense less then $1000, then Cell A5 will equal to the sum of all expense add up from Jan-21 to Jun-21. but if the expense per month is bigger then $1000, then the Cell A5 will equal to each month of the expense (April 2021).
    Col A B C D E F G
    Months January-21 February-21 March-21 April-21 May-21 June-21
    Expense 500 500 500 500 500 500
    Cell A5=April-21
    =IF(B3:G3<1000,SUM(B3:G3),SUMIF(B3:G3,B2:G2,A5)) is not working. can you please help me on this?

    1. Hello!
      Sorry, I do not fully understand the task. What result do you want to get exactly?
      What does the “then the Cell A5 will equal to each month of the expense (April 2021)” phrase mean?
      Your question is not entirely clear, please specify.

  15. Hi, I can't get this to work when having the date range in columns. Here's the formula I'm using:
    =SUMIFS(v0[@[2021-04-01]:[2021-04-30]], $C$2:$AF$2, ">="&Report!$B$1, $C$2:$AF$2, ",<) signs, it return 0 even if the = is kept. So it is something with the range config that is not correct.
    Can you help?

    Note, date format is correct (Scandinavian pc). Resending the post as only part of the text were published.

    1. No point in trying to use this for questions any longer, as the comment function unfortunately doesn't work properly

      1. Hi, I can't get this to work when having the date range in columns. Here's the formula I'm using:
        =SUMIFS(v0[@[2021-04-01]:[2021-04-30]], $C$2:$AF$2, ">="&Report!$B$1, $C$2:$AF$2, ",<) signs, it returns 0 even if the = is kept. So it is something with the range config that is not correct.
        Can you help?

        1. Hi,
          I cannot validate your formula as it contains unique references. Explain what the expression means v0[@[2021-04-01]:[2021-04-30]] ?
          Include an example of the source data and the result you want to get. It’ll help me understand the problem you faced better and help you.

          1. Note, date format is correct (Scandinavian pc).
            Hope it makes sense as I had to publish in separate comments

            1. Hello!
              Unfortunately, without seeing your data it is impossible to give you advice.
              I'm sorry, it is not very clear what result you want to get. Could you please and send us a small sample workbook with the source data and expected result to support@ablebits.com? Please shorten your tables to 10-20 rows/columns and include the link to your blog comment.
              We'll look into your task and try to help.

          2. =SUMIFS(v0[@[2021-04-01]:[2021-04-30]], $C$2:$AF$2, ">="&Report!$B$1, $C$2:$AF$2, "<="&Report!$C$1)

            1. The sheet (v0) has a table where the headers are dates (the entire April in this case) located in columns C to AF on row 2. Each row in the table contains numbers for each date. The sheet "Report" contains a start date at B1 and an end date at C1.

              1. When using this formula it returns 0 and no error message. As a test, I changed the start/end date to the same date, and changed the formula to only exact match (=), the I get a result for the date in question. But if I add the higher/lower (>,<) signs, it return 0 even if the = is kept. So it is something with the range config that is not correct.

          3. no, still not publishing...

          4. As I been posting, all text is not published. But trying once more, now with the missing part only.
            =SUMIFS(v0[@[2021-04-01]:[2021-04-30]], $C$2:$AF$2, ">="&Report!$B$1, $C$2:$AF$2, ",<) signs, it return.....

  16. Hi, I can't get this to work when hvaing the date range in colums. Here's the formula I'm using:
    =SUMIFS(v0[@[2021-04-01]:[2021-04-30]], $C$2:$AF$2, ">="&Report!$B$1, $C$2:$AF$2, ",<) signs, it return 0 even if the = is kept. So it is something with the range config that is not correct.
    Can you help?

    Note, date format is correct (Scandinavian pc).

    1. The text was not published in full

    2. the comment field is not working, it cuts part of the text...

  17. Is there any way of using SUMIF combined with days of the week? I have dates which display as the 3-character day of the week (Sun, Mon, Tue, etc.). I'd like to use SUMIF on those days of the week. If I change the date to a 3-character string, then I can make SUMIF work, but I'd rather not.

  18. Amended:

    The spreadsheet to include a user defined 'Date A' (ie: 01/15/21), 'Date B' (ie: 04/15/21) and 'Monthly $' (ie: $10.00)

  19. From an invoicing perspective, each day there is a charge for service (prorated amount) based on a monthly amount.

    I would like to calculate the dollar amount for a service for 'Date A' through 'Date B' (both Date A & B are billable days).

    The spreadsheet to include a user defined 'Date A' (ie: 01/15/21), 'Date B' (ie: 04/16/21) and 'Monthly $' (ie: $10.00)

    January there are 17 billable days (01/15/21 thru 01/31/21) * 0.0323 (daily prorate) = $5.48 (prorated amount of the 'Monthly $')
    February there are 28 billable days = $10.00 ('Monthly $')
    March there are 31 billable days = $10.00 ('Monthly $')
    April there are 15 billable days (04/15/21 thru 04/30/21) * 0.5000 (daily prorate) = $5.00 (prorated amount of the 'Monthly $')

    A1 = 'Data A'
    A2 = 'Date B'
    A3 = 'Monthly $'
    A4 = ? - hoping for a formula here

    1. Hello!
      If I got you right, the formula below will help you with your task:

      =DATEDIF(A1,A2,"m")*A3 + (EOMONTH(A1,0)-A1+1)*A3/(EOMONTH(A1,0)-EOMONTH(A1,-1)) + (A2-EOMONTH(A2,-1))*A3/(EOMONTH(A2,0)-EOMONTH(A2,-1))

      You can learn more about DATEDIF function in Excel in this article on our blog.

      Hope this is what you need.

    2. Amended:

      April there are 15 billable days (04/01/21 thru 04/15/21) * 0.0333 (daily prorate) = $5.00 (prorated amount of the 'Monthly $')

  20. I am tracking productivity for a department and want to provide weekly updates to our team in the form of previous week averages. I'm trying to create a quick calculator where I can simply change the Start/End Dates and it recalculates the averages automatically.

    The formula I have below keeps returning @DIV/O! errors. C2:KW2 is the portion of the row where daily productivity will be input. C1:KW1 is the row with each days date in it. A36 and A39 are the cells that are dynamic and where I would input the date range I am trying to calculate.

    =AVERAGEIFS(C2:KW2, C1:KW1, ">="&A36, C1:KW1, "<="&A39)

    1. Hello!
      If there are no dates in the C1: KW1 range that match your conditions, then the formula will return an error. Check how you enter your dates. Perhaps they are written in the form of text.

  21. Sorry about that! I did reread it again and I have attempted a few different things.
    let me try by using a simple version of what I would like to accomplish: =SUMIFS(J:J, H:H, ">="&B6, I:I, "<="&B6) H = is my Start Date, I = my End Date, J is the values i would like to sum if they are inside the date listed in B6

  22. My Start date is in one collume and my end date is in another - i cant seem to get this to work?

    Example 1: =SUMIFS(Sheet2!$Q:$Q,Sheet2!$I:$I, ">="&Sheet1!B4, Sheet2!$J:$J, "="&1/4/2021,Sheet2!J:J,"<="&1/4/"2021")

    1. Hello!
      It is very difficult to understand a formula that contains unique references to your workbook worksheets. I recommend paying attention to the syntax of the SUMIFS function. I kindly ask you to have a closer look at the following paragraph of the article above — SUMIFS date criteria syntax.

      Sheet2!$J:$J, "=1/4/2021",Sheet2!J:J,"<=1/4/2021"

      I hope it’ll be helpful.

  23. I have question for you as next;
    exam: Start dates dest date Year month day
    1983-02-07 1989-03-19 6 1 12
    1989-04-03 1994-10-08 5 6 5
    1994-10-08 2000-12-31 6 2 23
    sum() ? ? ?
    I want to find and to know it 8 sum of year , months, days by use excel function
    Thanks,
    Gans

    1. Hello!
      Sorry, I do not fully understand the task.
      What result do you want to get exactly? Please describe your problem in more detail.

  24. Thank you very much sir!

  25. I would like to do a similar thing but kind of opposite and was wondering if you can help.
    We have a spreadsheet with events (multiple days) and numbers of staff e.g.

    Start date End date Number of staff
    1 Jan 21 3 Jan 21 5
    2 Jan 21 2 Jan 21 3
    5 Jan 21 10 Jan 21 10

    What I would ideally like is to then have a second sheet with all the dates of the year in column A and then how many staff are working on that date so with the above it would look like
    1 jan 21 5
    2 jan 21 8
    3 jan 21 5
    4 jan 21
    5 jan 21 10
    6 Jan 21 10

    Etc....

    Is that possible?

    Thanks

    Andy

    1. Hello!
      I hope you have studied the recommendations in the tutorial above. It contains answers to your question.

      =SUMIFS(Sheet1!$C$1:$C$3,Sheet1!$A$1:$A$3,"<="&Sheet2!A1,Sheet1!$B$1:$B$3,">="&Sheet2!A1)

      Hope this is what you need.

  26. I have what I'm assuming is a straightforward formula challenge that I can't seem to figure out.

    I have a table of data with the headers "Date,START TIME, END TIME, USAGE, UNITS, COST". The START TIME and END TIME is an hour block of time (e.g., 0:00 & 0:59, up to 23:00 & 23:59).

    In adjacent cells I have, say J17 & J18 with a pull down list of dates, that I want to use in a "greater than or equal to 02/01/2021 and less than or equal to 02/28/2021, in a referencing sub table if you will immediately adjacent to these date parameters, listed as "START TIME", "COST", and "USAGE".

    In the cells under this sub table, I want to place formulas that do this:
    * Given the date interval cells, search the main table's START TIME (categories = hour blocks) and sum the values for COST and USAGE.

    1. Hello!
      Unfortunately, without seeing your data it is difficult to give you any advice. This is a complex solution that cannot be found with a single formula. If you have a specific question about the operation of a function or formula, I will try to answer it.

  27. i have a question for formula...
    I have to made a report that contains different items. the report is based on another sheet which contains different items that had issued received , put on production on many dates. I have to made formula that allow range of dates of one particular items to be appear says in production line.

    Please help me in this regards.

    1. Hello!
      Unfortunately, without seeing your data it is difficult to give you any advice. Please provide me with an example of the source data and the expected result.

  28. I use the following file as the source of my SUM(IF(COUNTIFS formula, a revision of one used in your blog for "Sum if between two dates and another criteria":

    Date Injury Location Gender Age Group Incident Type Plant Report Type Shift Department Incident Cost Days Lost

    1-Jan-20 Multiple Male 25-34 Burn Iowa Near Miss Afternoon Painting $- 0.00
    3-Jan-20 N/A Male 35-49 Vehicle Alabama Lost Time Day Fabrication $3,367 0.50
    3-Jan-20 Eye Male 18-24 Cut Georgia Near Miss Day Administration $- 0.00

    My formula [=SUM(IF(Data!$A$2:$A$515=DATE(2020,1,1)),1/COUNTIFS(Data!$F$2:$F$515,$A3,Data!$J$2:$J$515,">=100",Data!$A$2:$A$515,"="&DATE(2020,1,1))),0)]

    It returns an unexpected value of 18 to display the number of incident each month at each plant which reported plant injury costs which exceed $100. For Iowa, the expected return value is 9 for the month of January.

  29. Very helpful. Thanks a lot.

  30. I am trying to develop an Excel formula to obtain a count.

    If an ID number appears multiple times in one column and the result “received” appears one or more times in a different column, what is the formula to count only 1 instance of the occurrence of the ID and “received”?
    For example:

    Column Column
    F J
    5596326 attempted
    5596326 delivered
    5596326 received
    5596326 received
    5596326 sent
    5596326 Wrong Number

    The ID number appears 6 times in column F, and “received” appears twicein column J. With a correct formula, the result should be 1.

    What is the formula?

    Thank you for any assistance.

    1. Hi,

      Not sure if I understood your ask here, but try below formula in H1.

      =COUNTIFS($F$1:$F$6,F1,$G$1:$G$6,G1)

      5596326 attempted 1
      5596326 delivered 1
      5596326 received 2
      5596326 received 1
      5596326 sent 1
      5596326 Wrong Number 1

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