WallStreetMojo

WallStreetMojo

WallStreetMojo

MENUMENU
  • Free Tutorials
  • Certification Courses
  • Excel VBA All in One Bundle
  • Login
Home » Excel, VBA & Power BI » Excel Tutorials » SUMIFS with Dates

SUMIFS with Dates

Excel SUMIFS with Dates

SUMIFS function is used when there are more than one criteria when it is fulfilled the range of cells are summed, this function also supports dates as the criteria and the operators for criterion, to use sumifs with dates we need to enter =SUMIFS( Sum range, Range for Date , Criteria Date, Range for Date 2, Criteria Date 2).

SYNTAX: =SUMIFS(sum_range, criteria_range1, criteria1, [criteria_range2, criteria2], [criteria_range3, criteria3],…)

Arguments of Syntax:

  • SUM Range: Sum Range is the range of cells that you want to be evaluated based on specified criteria.
  • Criteria_range1: criteria_range1 is the range of cells from where you would like to specify 1st criteria
  • Criteria1: Criteria 1 is the 1st criterion that needs to be specified from Criteria_range1.
  • Criteria_range2: If you look at the syntax Criteria_range2 looks optional. It is the range of cells from where you would like to specify 2nd criteria.
  • Criteria2: Criteria 2 is the 2nd criterion that needs to be specified from Criteria_range2.

Excel SUMIFS with Dates

Examples
You can download this SUMIFS with Dates Excel Template here – SUMIFS with Dates Excel Template

Example #1

Suppose someone asks you, “What is the total sales for Office Supplies in West Region.” Here we have two criteria: 1 – Office Supplies from “Category” 2 – West from “Region” Column.

You will use the SUMIFS function with Dates to get the total sales.

SUMIFS Formula

  • Sum_range: Sum Range will be the sales column as you need to get the total sales.
  • Criteria_range1: Criteria_range1 will be Range from the Category column
  • Criteria1: Criteria1 is Office Supplies as criteria_range1 is Category Column that contains the criteria
  • Criteria_range2: Criteria_range2 will be Range from Region column
  • Criteria2: Criteria2 will be “West” as you need to get the sales for the West region

Note: You can also use Category in criteria_range1 and Region in criteria_range2; however, criteria should be selected according to criteria_range.

The Actual formula will be =SUMIFS(J2:J51,G2:G51,”Office Supplies”,E2:E51,”West”)

SUMIFS Example 1

The answer is 2762.64.

SUMIFS Example 1-1

Example #2

Question: What is the total sales value of the West region before 2017?

Solution: Apply formula =SUMIFS(J2:J51,E2:E51,”West,” B2:B51,”<1/1/2017″), and it will give you the total sales value of Orders before 1/1/2017 for the West region.

SUMIFS Example 2

The answer is 3695.2.

SUMIFS Example 2

Example #3

Question: What is the total sales value of Phone (Sub-Category) from the west region before 8/27/2017.

Solution: Here, You need to get sales based on 3 conditions: – Sub-Category, Region, and Order Date. Here you need to pass criteria_range3 and criteria3 as well.

Popular Course in this category
Sale
All in One Excel VBA Bundle (35 Courses with Projects)
4.9 (1,353 ratings)
35+ Courses | 120+ Hours | Full Lifetime Access | Certificate of Completion
View Course

Apply formula =SUMIFS(J2:J51,E2:E51,”West”,H2:H51,”Phones”,B2:B51,”< 8/27/2017″) and it will give you the total sales value of Phone (Sub-Category) from west region before 8/27/2017.

SUMIFS Example 3

The answer is 966.14.

SUMIFS Example 3-1

Example #4

Question: What is the total sales value of orders placed in the year 2017.

Solution: You can see that here you need to get the sales value of a given year; however, you don’t have year fields in the data. You only have “Order Date,” so you can pass two conditions, 1st – Order Date is greater than or equal to 1/1/2017, and 2nd condition – Order Date is less than or equal to 12/31/2017.

Here you need to apply the following SUMIFS formula for dates.

=SUMIFS(J2:J51,B2:B51,”>=1/1/2017″,B2:B51,”<=12/31/2017″)

SUMIFS Example 4

As you can see that I have also passed excel logical Operator “=”; hence this will include both the date.

The answer is 5796.2.

Example 4-1

Example #5

Question: Someone asks you to get the sales value for all those orders where we didn’t have a customer name who purchase our product.

Solution: You can see that there is a number of orders where the customer name is blank.

Example 5

Here you need to apply the following SUMIFS formula for dates =SUMIFS(J2:J51, C2:C51,”)

“means that this formula will calculate only those cells where there is no value in the customer name field. If you pass “ ” (space in between the inverted comma), then this will not give you proper results as space itself is considered as a character.

5-1

The answer is 1864.86.

Example 5-2

Example #6

Question: Someone asks you to get the sales value for all those orders where the customer name is not blank.

Here you need to apply the following SUMIFS formula for dates =SUMIFS(J2:J51,C2:C51,”<>”)

Example 6

Recommended Articles

This has been a guide to SUMIFS with Dates. Here we will learn how to sum values between two date range in Excel along with practical examples and a downloadable excel template. You may learn more about excel from the following articles –

  • What is SUMIFS With Multiple Criteria?
  • How to Sum Multiple Rows in Excel?
  • SUM Shortcut in Excel
  • SUMIF With VLOOKUP Explanation
10 Shares
Share
Tweet
Share
All in One Excel VBA Bundle (35 Courses with Projects)
  • 35+ Courses
  • 120+ Hours
  • Full Lifetime Access
  • Certificate of Completion
LEARN MORE >>
Primary Sidebar
Footer
COMPANY
About
Reviews
Contact
Privacy
Terms of Service
RESOURCES
Blog
Free Courses
Free Tutorials
Investment Banking Tutorials
Financial Modeling Tutorials
Excel Tutorials
Accounting Tutorials
Financial Statement Analysis
COURSES
All Courses
Financial Analyst All in One Course
Investment Banking Course
Financial Modeling Course
Private Equity Course
Venture Capital Course
Excel All in One Course

Copyright © 2021. CFA Institute Does Not Endorse, Promote, Or Warrant The Accuracy Or Quality Of WallStreetMojo. CFA® And Chartered Financial Analyst® Are Registered Trademarks Owned By CFA Institute.
Return to top

WallStreetMojo

Free Excel Course

Excel functions, Formula, Charts, Formatting creating excel dashboard & others

* Please provide your correct email id. Login details for this Free course will be emailed to you

Book Your One Instructor : One Learner Free Class
Let’s Get Started
Please select the batch
Saturday - Sunday 9 am IST to 5 pm IST
Saturday - Sunday 9 am IST to 5 pm IST

This website or its third-party tools use cookies, which are necessary to its functioning and required to achieve the purposes illustrated in the cookie policy. By closing this banner, scrolling this page, clicking a link or continuing to browse otherwise, you agree to our Privacy Policy

WallStreetMojo

Free Excel Course

Excel functions, Formula, Charts, Formatting creating excel dashboard & others

* Please provide your correct email id. Login details for this Free course will be emailed to you

Login

Forgot Password?

WallStreetMojo

Download SUMIFS with Dates Excel Template

New Year Offer - All in One Excel VBA Bundle (35 Courses with Projects) View More