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Excel Formula Sum If using Year

Anonymous
2022-07-26T14:45:37+00:00

We have a massive Fixed Asset tracking system for our Facility (Hospital) we have projects that have crossed fiscal years and in our current formula, it is not capturing the prior year Invoices that are in out "WIP" bucket, which is throwing my GL balance off. I am trying to get a formula that does a sum if and pulls anything 2022 and prior as the year - Current formula from cell N8 below.

  • "Cost" is tab with GL data dump
  • "YTD" is the current tab with summary
  • I need the M:M data that = WIP, with A:A anything 2022 and prior (we can ignore the PY WIP)

=SUMIFS(Cost!$M:$M,Cost!$B:$B,YTD!$B8,Cost!$N:$N,"WIP",Cost!$A:$A,$A$3)+SUMIFS(Cost!$M:$M,Cost!$B:$B,YTD!$B8,Cost!$N:$N,"PY WIP",Cost!$A:$A,$A$3)

Microsoft 365 and Office | Excel | For business | Windows

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HansV 462.6K Reputation points
2022-07-26T15:09:51+00:00

Does it help if you change $A$3 to "<="&$A$3

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