Extracting the month value from date field array - excel

I have a spreadsheet with two columns of dates when a customer expressed interest in buying an item and a column of dates when the sale was actually made. I am trying to sum the total amount of sales when the month on the interest matches the month of the sale. For example:
Date of Interest Date of sale Price
04/15/2015 04/15/2015 $4,795
04/09/2015 04/27/2015 $3,596
03/31/2015 04/22/2015 $6,477
04/16/2015 04/28/2015 $9,755
The formula I am trying to use is this
=SUMIFS(E2:E15,MONTH(C2:C15),H2,MONTH(F2:F15),H2)
Where E2:E15 is the column of sales amount
C2:C15 is the date of interest
F2:F15 is the column of date of sale
H2 is a field that contains a month number (4 for this example)
If the formula worked, it should return a value of $18,146 (the sale of $6,477 would not included as the interest date was in month 3)
However, I get an error with the formula (no specific information). Is there anyway to extract the month number from both columns within this formula? I can create additional columns that have the month number and if I use them the formula works.
Any help would be greatly appreciated

Try:
=SUMPRODUCT((MONTH(Lead_date) = MONTH(Sold_Date))*Sold_Amt)
or:
=SUMPRODUCT((MONTH(Date_of_Interest)= MONTH(Date_of_sale))*Price)
If you want to restrict your answer to the month number contained in H2, as suggested by #user3578951, then simply modify the above to add that factor:
=SUMPRODUCT((MONTH(Date_of_Interest)= MONTH(Date_of_sale))*(MONTH(Date_of_Interest)=H2)*Price)

If you create a helper column to create a column of months (in number form), you can use your formula. Just insert a column next to your two date columns, and use =Month(C2) and drag down. Then you can just use =sumifs(e2:e100,_[lead date helper month range]_,h2,_[sold date helper month range]_,h2).

Related

How to include cells with today date in SUMIFS formula

I've got raw data in a sheet with columns containing items number, product type, date, etc...
Date format is: 25-01-18 9:20
I'm trying to get a SUMIFS formula to report number of items arrived today.
Like =SUMIFS(Sheet2!G1:G924,Criteria1,Criteria2,etc)
Any idea?
Thanks in advance
If there are times in the data you can do >= today and < today+1 to count all items on todays date, e.g. if your date/times are in column H this sums column G for all today's items
=SUMIFS(Sheet2!G:G,Sheet2!H:H,">="&TODAY(),Sheet2!H:H,"<"&TODAY()+1)
Or for a simple count of today's items
=COUNTIFS(Sheet2!H:H,">="&TODAY(),Sheet2!H:H,"<"&TODAY()+1)

Excel SUMIFS Statement - Calculate profit for each month across multiple years

I've got three columns of data.
Sell Date - Column G - Contains the day, month and year in dd/mm/yyy format.
Month (calculated from sell date) - Column I - Contains month number
Profit - Column M - Profit in Dollars.
I am trying to calculate the profit made in each month and year.
Current formula using SUMIFS. I look at the data in Column I and if this contains a 1, and if G contains the year 2016 then it's January 2016. Think it's the year function that I don't quite get.
=SUM(SUMIFS(M9:M50, I9:I50, {"1"}, G9:G50, YEAR=2016))
You can create another column that shows just the year year(G2) or you can use this formula
=SUMIFS(M9:M50,G9:G50,">=1/1/2016",G9:G50,"<1/2/2016")
I also like this formula that allows you to reference the date in one cell and calculate a 1 month range. Put 01/01/2016 in cell A1 and the formula does the rest.
=SUMIFS(M9:M50,G9:G50,">="&A1,G9:G50,"<" & EDATE(A1,1))
The SUMIFS function doesn't like it when you alter the value of the IF parameters. It would be better to use a SUMPRODUCT formula to calculate this, for example:
=SUMPRODUCT((M9:M50)*(I9:I50=1)*(YEAR(G9:G50)=2016))
Where:
(M9:M50) are the values you wish to SUM.
(I9:I50) are the month values and 1 is the month you wish to specify.
(G9:G50) are the date values you wish to obtain the year from and 2016 is the year you are specifying.

count occurrences of a word within a date range like month or quarter

I have a sheet with data organized by date for an entire year. Column "a" would be the dates in chronological order and column "b" would have a name in each cell. Many of the names are repeated throughout the year.
What formula would I use to count how many times a particular name was listed in column b within a particular month, quarter or date range of my choice?
I would like to create a new sheet to show this data once I have the proper formula/s.
I am using excel 2016
OK, let's specify your inputs like this:
E1: name
E2: start date
E3: end date
Then to do the calculation:
=CountIf( B:B,E1, A:A,">="&E2, A:A,"<"&E3 )
So for 2016 you'd put 2016-01-01 in E2 and 2017-01-01 in E3.
(If you use "<=" and 2016-12-31 for the end of the year, you run a slight risk that a date+time combination for the last day of the year will be excluded. Better to always use lower<=x and x<upper to avoid this.)

Excel - how to get if a date is a specific day of the week?

I have a spreadsheet that tracks average file processing times over the course of a month. One of the macros and stats that we like to pull, is performance on Mondays (as the files are a little built up over the weekend). The spreadsheet is organized into columns by weekdays of the month:
The dates are formatted MM/DD/YYYY, so I would think Excel has a date function that it can determine weekday based on that date value.
Currently, I just have to manually tell the Macro which columns are Mondays, like so:
=AVERAGE(B20,G20,L20,Q20)
So, instead of manually, how would I get the average over the range of say, B20 to V20, only if the day of the week is Monday (the date cells are in row 1, so B1 to V1)?
To determine the weekday of a date in EXCEL use the =WEEKDAY() formula, which evaluates as 1 (Sunday) to 7 (Saturday)
e.g. If A1 contains 12/31/2016 (or 31/12/2016 if you're from where I'm from), the formual =WEEKDAY(A1) would evaluate to 7 (indicating that the last day of 2016 was a Saturday)
To apply this formula to your problem: (assuming that the dates are in row 1 and the values are in row 2)
insert a new row to hold the WEEKDAY() value (say, row 2)
in cell A2 type in =WEEKDAY(A1)
copy this formula as far right as necessary (to include all your dates)
Your average for Mondays is calculated as =AVERAGEIF(2:2, 2, 3:3)
Possibly, you can add a column called [Day Of The Week] and use the following formula to display the day.
TEXT(B4,"dddd")
Then add an 'If'statement to your result cell.
simply
=SUMPRODUCT((MOD(B1:V1,7)=2)*B20:V20)/SUMPRODUCT((MOD(B1:V1,7)=2)*1)
should give the average of all values from B20 to V20 if the corresponding cell in row 1 is a monday.
the first part sums the values of all mondays and the second part counts them (sum / count = average) ;)
If you have any questions, just ask.
If your date is in A1, you can use =Text(A1,"dddd") to determine the day of the week (it will return the name, "Monday", "Tuesday", etc.) so then you could do perhaps:
=If(text(A1,"dddd")="Monday",[do whatever],[do whatever]) (may need a helper row/column to hold the text of the weekday)
(Or use AverageIf() and use the Text() idea.)

Excel: sum the last entries at month end query

I have a list of entries on a spreadsheet with a date and a percentage score. I need help in devising a formula whereby a user can select a month end date (i.e. 31 Jan) from a drop down and the average percentage of the last 15 entries will be returned.
There may be multiple entries on the same date but only the last 15 (based on the month end date) should be used. For simplicity the entries would be input in date order.
Let me know if you require any further information.
Thank you
P
Assuming your dates are in column A, the values in column B and the dropdown in D2:
=AVERAGE(OFFSET(B1,MATCH(D2,A:A,1)-1,0,-15,1))
*For this to work, your data will need to be sorted in date order!
**Also won't work if there are less than 15 rows (I assume this wouldn't be the case anyway)

Resources