Software

Sum values within a certain date range in Excel

When working in Excel, you can obtain a total of all values within a particular time period without sorting the data first. By combining the SumIf and DATE functions, you can narrow your search. Here's how to get a sum of all values within a certain date range in Excel.

When you need to obtain a total of all values within a particular time period, there is no need to sort the Excel data first. You can combine the SumIf and DATE functions to total only those values that will occur within a certain date range.

For example, suppose you are preparing a budget for software licenses that are to be renewed for the second half of the year. You have a worksheet that lists each license, the license fee, and its due date. You need the total license fees that must be budgeted after May 31, 2006. Follow these steps:

  1. Select the Due_Date column, click in the name box in the formatting toolbar, and enter DueDate.
  2. Select the License_Fee column, click in the name box in the formatting toolbar, and enter LicenseFee.
  3. Click in a cell outside the list and enter the following formula:
    =SUMIF(DueDate,">="&DATE(2006,6,1),LicenseFee)

Excel will total all license fees that are due on or after June 1, 2006.

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