Excel formula: Sum if date is between

Generic formula

=SUMIFS(rng1,rng2,">"&A1,rng2,"<"&B1)

Explanation

To sum values that are between two dates, you can use the SUMIFS function. In the example shown, cell H5 contains this formula:

=SUMIFS(amount,date,">"&H5,date,"<"&H6)

where date (C5:C11) and amount (D5:D11) are named ranges.

This formula sums amounts in column D for dates between H5 and H6.

How the formula works

The SUMIFS function allows logical operators (i.e. "=",">",">=", etc.), and multiple criteria.

To match target values between two dates, we need to use two criteria. The SUMIFS function requires that each criteria be entered as a criteria/range pair as follows:

">"&H5,date // criteria 1, greater than H5
"<"&H6,date // criteria 2, less than H6

Note we need to enclose the logical operators in double quotes ("") then concatenate them to cell references with the ampersand (&). The final formula looks like this:

=SUMIFS(amount,date,">"&H5,date,"<"&H6)

Note: this example does not include the start or end date. See below for an example that includes start and end dates.

With hard-coded dates

The best way to hard-code dates into the SUMIFS function is to use the DATE function. For example, to sum values in rng1 that are between July 1, 2020 and September 30, 2020, you can use a formula like this:

=SUMIFS(rng1,rng2,">="&DATE(2020,7,1),rng2,"<="&DATE(2020,9,30))

Notice we are using greater than or equal to (">=") and less than or equal to ("<=") so that SUMIFS includes the start and end date in the final result.

Adding more criteria

To extend the formula to apply more criteria, just add another range/criteria pair. For example, the formula below will sum values in rng1 when dates in rng2 are between dates in A1 and B1, AND values in rng3 are equal to C1:

=SUMIFS(rng1,rng2,">"&A1,rng2,"<"&B1, rng3, C1)

Author

Dave Bruns

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