Figure 2. SUMPRODUCT function, but I prefer SUMIF function. When we deal with SUMIF function in excel, the following formula is used. - so basically, every third column has the next month's data of interest. Thanks in advance. I offer: Excel coaching, outsourcing, remote assistance with month-end closing and reporting automation, KPIs & dashboards, budgeting automation solutions, etc. each month occurs more than once. YTD Totals - Summing a row of numbers through a specified period I have a row of numbers reflecting sales from January (period 1) through December (period 12). The SUMIF function is a built-in function in Excel that is categorized as a Math/Trig Function. In column C I would like to calculate a rolling YTD number that is the sum of the YTD data from this year (based on the latest data point/date that is populated in column B) and divide this by the sum of the previous year's similar YTD sum. Ask Question Asked 4 years, 2 months ago. In this video, I show you how to use “Named Ranges” in a =SUMIF() Formula to keep track of your cumulative sales total. How to change case in Excel to UPPER, lower or Proper. =SUM(Jan:Dec!C3) The formula will sum up C3 across each of the sheets Jan to Dec. You can also use this technique … SUMIF function in Excel 2010 is used to get sum of values in a range that meets your criteria. Help with sumif calculation ytd in Excel 2010. (i.e. Then on a summary screen, I have a data validation list where the user can choose the month for a Year-to-Date calculation. ! For example, if I enter the number "7" in a particular cell, I want the target cell to show the addition of January to July. SUMIF function is the easy approach to automate YTD SUM. Sum_range: It is the range that you want to sum by month.. Date_range: It is the date range that you’ll look in for months.. Month_text: It is the month in text format of which you want to sum values.. Now let’s see an example: Example: Sum Values by Month in Excel. Calculating Year-To-Date using SUMIFS. But we want to sum the amounts for a given “ Vendor Name ” as criteria. Viewed 1k times 0. These dates are of Jan, Feb, and Mar month of year 2019. I want to have a column reflecting sales through period (n) in which the user can key in the period number, and the sum … Numeric_ExpressionNumeric_Expression Ein gültiger numerischer Ausdruck, bei dem es sich in der Regel um einen MDX-Ausdruck (Multidimensional Expressions) für Zellenkoordinaten handelt, die eine Zahl zurückgeben.A valid numeric expression that is typically a Multidimensional Expressions (MDX) expression of cell coordinates that return a number. The simplest format would be to have a formulae that extended across the range: And then we would just change the formulae every month. Add a closing bracket to the formula and press Enter. If you change month end date in cell C2, status reference in row 5 changes, too (Actual or Plan), and YTD is updated automatically. Related Articles. 1. If you have additional questions on how to use SUMIFS between dates or if you need Excel help related to SUMIFS, please let me know by posting a comment. Viewed 1k times 0. You use SUMIFS in Excel to find a conditional sum of values based on multiple criteria. Active 4 years, 2 months ago. I would say YTD is one of the key figures to analyze financial results as of today. And still, we say that Excel SUMIF can be used to sum values with multiple criteria. This article, I will talk about some useful formulas to solve it. For example, to sum the cells which column criteria is Tom and the row criteria is Feb as following screenshot shown. If you need to sum if by year, you can use the SUMIFS function with two criteria. … Generally, the SUMIF Function is very easy to set up and use. The most common way is manually updating SUM formula, adding one more column. Your sum formula should now look like this. The function wizard in Excel describes the SUMIF Function as: =SUMIF(range, criteria, sum_range) Not very helpful is it? If you look closely at the formulas in column D, you will see that the first part of the range is an absolute reference (both the column and row are preceded by the $ symbol), and that the second part of the range is a mixed reference (only the column is preceded by the $ symbol). Cancel reply. It can be used as a worksheet function (WS) in Excel. Excel Formulas: Dynamic YTD Calculations that Work Published on January 9, 2017 January 9, 2017 • 34 Likes • 3 Comments Quick Excel Help TRY NOW. By adding the results of several SUMIF functions and by using SUMIF formulas with array criteria, as demonstrated in the examples that follow. A useful report view in an Excel pivot table is the YTD totals view. How do you write dynamic YTD formulas in Excel? Use the SUMIF function in Excel to sum cells based on numbers that meet specific criteria. But now I need to be able to sum for a selected period of time for YTD. Thanks, Manny How To Sum Data With Multiple Vertical and Horizontal Criteria Using SUMPRODUCT Or SUMIFS In Excel. The SUMIF function below (two arguments) sums values in the range A1:A5 that are less than or equal to 10. if the latest data point is for 03/01/2008, the calculation would be So, for July, I'd like the YTD column to sum the values for the various line items for Jan-July. Using SUMIFS to pull YTD sales data in excel. And still, we say that Excel SUMIF can be used to sum values with multiple criteria. The criteria are supplied in pairs (range/criteria) and only the first pair is required. Count cells between two dates using COUNTIFS. I created this video to assist a YouTube viewer who wanted to know how to make the SUMIF Function return the total sales for a period of time. We only need 2 criteria for the Year-To-Date calculation. How to sum values based on month and year in Excel? Count cells between two dates using COUNTIFS. Now select the cell C3 in the Dec sheet. The assumption of summing up individual period returns to derive the correct aggregated multi-period performance return would only be correct in cases where the period returns were additive. Learn how to use the SUMIF and VLOOKUP functions together in Excel. if the latest data point is for 03/01/2008, the calculation would be SUMIF for a Year-to-Date row of data I am trying to add a row of numbers, based on the particular month I am looking at. Try it. I have a range of data which contains row and column headers, now, I want to take a sum of the cells that meet both column and row header criteria. Hope you understood how to use the LOOKUP function in Excel. If you have a range of data, column A contains some dates and column B has the number of orders, now, you need to sum the numbers based on month and year from another column. Facebook Twitter Reddit Pinterest LinkedIn. (i.e. In this case, I want to calculate the total orders of January 2016 to get the following result. As you see, the SUMIF function has 3 arguments - first 2 are required and the 3 rd one is optional.. range - the range of cells to be evaluated by your criteria, for example A1:A10. The critera_range1 field is the set of cells you want to test your first IF statement against. You can sum values where the Rep is Jim using "jim" or "Jim". If SUMIF isn't the best formula to use, that's fine, it just seemed the most obvious to me. Use SUMIFS function to calculate YTD. The Excel SUMIF function returns the sum of cells that meet a single condition. The syntax for SUMIFS is as follows: =SUMIFS(sum_range, criteria_range1, criteria1,...) The sum_range field is the set of cells you want SUMIFS to add together if they meet the criteria. Select Accept cookies to consent to this use or Manage preferences to make your cookie choices. Step 3. I’ll show you how using SUMPRODUCT, OFFSET & SUM functions. To solve this job, you need do as follows: 1. However, when you need to refer to a "date"in the criteria argument, there is a "Got'cha" step. Last Modified: 2012-10-16. Jste zde: Úvodní stránka » excel » funkce » sumif-sumifs-funkce-excel . Range: It is the range of the cells used to assess the established criteria; Criteria: It is the condition to sum the values. There is also another way, i.e. This figure illustrates a pivot table that shows a running total of revenue by month for each year. example attached. The SUMIF Function Failing Result. In my job as an accountant, I use it at least several times a month to summarize data in reports that I am responsible to run. Here we have some value associated with dates. Prepare month-end date list … Left click on the Jan sheet with the mouse. Thanks! Videokurzy Excel . In the last example (G8), SUMIF is configured to sum values where the state is "CA" (California). I’ll show you how using SUMPRODUCT, OFFSET & SUM functions. I've highlighted one of the regions (North) in the image below so you can see how the running totals are region-specific. Name * Email * Website. SUMPRODUCT function, but I prefer SUMIF function. However Excel permits another approach. YTD dynamic summation of non-contiguous cells Excel 2010 x32 on Win7x64 I have a source data table showing 12 months of data in non-contiguous columns (C= Jan, F=Feb, I= March, etc.) Month-end summaries, ad-hoc reports, comparison of actual to budget often require SUM Year-to-Date from the starting date up to the current date. I am looking for a way to pull out YTD data for a spreadsheet that has the following in the A,B,C Columns. Learn how to use the SUMIF and VLOOKUP functions together in Excel. So the final result will be three columns with 2009 YTD, 2010 YTD, and 2011 YTD, which will change based on the month in cell A1. I am looking for a way to pull out YTD data for a spreadsheet that has the following in the A,B,C Columns. Conclusion I hope you will find this useful. Insert IF function formula in row 5 to indicate status of the data in your Sales Forecast table - Actual or Plan; formula would compare date in the column title to the selected month end date and mark the data in the column as “Actual” or “Plan”. I want it to be able to pull the current month of the year and compare YTD sales in the C column from that. 1 Solution. Thanks! ! • Reference is the top left hand corner of our dynamic range – cell C5 – the first cell that we want to sum • Rows – the number of rows down from our base cell – this is 0 • Cols – the number of cols across from our base call – this is 0 • The width of our dynamic range – which is 3 in this case. The flexibility of Index, Match and Indirect has been great. Unlike the SUMIF function, SUMIFS can apply more than one set of criteria, with more than one range. Excel SUMIF Function. Scott Craner. One of my viewers asked for my help to use the SUMIF Function in Excel to total Year-to-Date (YTD) Sales. Excel SUMIFS Function. The formula for SUMIF function is as follows = SUMIF (Range, Criteria, Sum Range) where Range is the group of cells on which the function is applied. Let’s translate it into English with an example. Purpose . SUM range with INDEX in Excel. for partial matching. Comment. Using this post, I have my Beg Date and Ending Date. In the second example (G7), SUMIF returns the sum of values where the color is "red". So, for July, I'd like the YTD column to sum the values for the various line items for Jan-July. i.e. Set_ExpressionSet_Expression Ein gültiger MDX-Mengenausdruck (Multidimensional Expressions).A valid Multidimensional Expressions (MDX) set expression. All the multiplication results are then summed. However, if you use the =SUMIF() function to total Year-to-Date (YTD) Sales you gain flexibility, save space and save time – because you do not have to scroll down several screens to see your YTD Sales total! For the formula to understand first we need to revise a little about the three functions. There are 2 options: You can make a pivot report from the data and then group dates in that to find totals by quarter; You can write formulas to find the totals by quarter; While option 1 is good for knowing the values, we need option 2 if you want the values to … Facebook Twitter Reddit Pinterest LinkedIn. excel excel-formula. In this video, you’ll see a way of writing YTD formulas (in this specific case for volume and price) when your data set goes over a few years. SUMIF SUMIFS funkce v Excel. It may be a cell reference, number, and another excel function. These dates are of Jan, Feb, and Mar month of year 2019. Hold Shift key and left click on the Dec sheet. share | improve this question | follow | edited Jun 7 '17 at 16:09. Title: insert date to the report title column (make sure the date is the same as in the selection list). The SUMIF function supports logical operators (>,,>,=) and wildcards (*,?) =SUM(Jan:Dec!C3) I want to have a column reflecting sales through period (n) in which the user can key in the period number, and the sum will be … The function wizard in Excel describes the SUMIFs Function as: =SUMIFS(sum_range, critera_range_1, criteria_1, criteria_range_2, criteria_2 .....and so on if required) Extending the SUMIF example above, say we wanted to only summarise the data by builder, for jobs in the central region. Sometimes it’s useful to capture a running-totals view to analyze the movement of numbers on a year-to-date (YTD) basis. And that we wish to find the Total figures for the year to date. In the worksheet shown, there are three SUMIF examples. As you see, the syntax of the Excel SUMIF function allows for one condition only. When I run the match criteria – lookup array, I’m trying to reference the cell with the respective tab name, i.e. Also notice SUMIF is not case-sensitive. rows and columns are totally dynamic (can be in different locations and can repeat n times) example.xlsx. Hence we now want to work out the year to date for March. I.e. Sum_range: It is the range that you want to sum by month.. Date_range: It is the date range that you’ll look in for months.. Month_text: It is the month in text format of which you want to sum values.. Now let’s see an example: Example: Sum Values by Month in Excel. This site uses Akismet to … Comment. I swore I've been able to calculate YTD based off a data validation list in the past using SUMIF(Column A, (Criteria), Offset (Jan) : Index(match) the column # based off of the month selection) So Mar would move the range from Jan to Mar, and so on. The second criteria_range will be column L. How to change case in Excel to UPPER, lower or Proper. The SUMIF function is a worksheet function that adds all numbers in a range of cells based on one criteria (for example, is equal to 2000). We will certainly help you. This site uses Akismet to … I’m trying to avoid a sumif=”Actual”. The third argument is the sum range which contains the values we want to sum with the criteria is True (tblSales[[#Headers],[Amount]]:[@Amount]). Excel SUMIFS function - syntax & usage. In this article, we will learn how to Lookup & SUM values with INDEX and MATCH function in Excel. Notice the equals sign (=) is not required when constructing "is equal to" criteria. YTD Totals - Summing a row of numbers through a specified period I have a row of numbers reflecting sales from January (period 1) through December (period 12). If SUMIF isn't the best formula to use, that's fine, it just seemed the most obvious to me. How to sum based on column and row criteria in Excel? = SUMX(FILTER(InternetSales, InternetSales[SalesTerritoryID]=5),[Freight]) If you do not need to filter the column, use the SUM function. Cancel reply. from Date A = 01/02/2019 to Date B = 30/09/2019 (date a >= start date in a cell, date b <= end date in another cell) Step 2. Explore more articles on Excel lookup value here. Type out the start of your sum formula =SUM(. Add the sum formula into the total table. Criteria can be applied to dates, numbers, and text. Start Free Trial. Add comment. As our table range A2: C12 does not contain “ Vendor Name ” field, so we are unable to sum the invoices amounts using simply the SUMIF function. However, if you use the =SUMIF() function to total Year-to-Date (YTD) Sales you gain flexibility, save space and save time – because you do not have to scroll down several screens to see your YTD Sales total! Description. This will provide the total volume of losses. How can that be? Below each label there are numbers that I would like to sum, but only the YTD based on cell A1, which contains the current month. would like to calculate a rolling YTD number that is the sum of the YTD data from this year (based on the latest data point/date that is populated in column B) and divide this by the sum of the previous year's similar YTD sum. This is then divided by the SUM of the volumes to provide the ytd loss percentage. The problem comes when you … ; criteria - the condition that must be met. In this case the answer is 3 and the formula to produce that number is; =SUM (OFFSET ($B10:$M10. Step 1. Range: It is the range of the cells used to assess the established criteria; Criteria: It is the condition to sum the values. The first criteria_range will be column G. To see if the year is equal to the current row, we need to set the criteria to be the YEAR of the date in cell A2. Hold Shift key and left click on the Dec sheet. There is also another way, i.e. Now the running total column reflects running totals for each region. I want it to be able to pull the current month of the year and compare YTD sales in the C column from that. if the current month is November, the sum total for YTD only includes July, Aug, Sep, Oct, and Nov. (Please note the fiscal year starts 01 July). When we deal with SUMIF function in excel, the following formula is used. 2. We and third parties such as our customers, partners, and service providers use cookies and similar technologies ("cookies") to provide and secure our Services, to understand and improve their performance, and to serve relevant ads (including job ads) on and off LinkedIn. The criteria may be supplied in the form of a number, text, date, logical expression, a cell reference, or another Excel function. The sum of values supplied. For more information, see our Cookie Policy. How can that be? Step 1. Note: you may choose different formats (row 6 in the sample). Type out the start of your sum formula =SUM(. (Note: dates in title row 6 must be the same as in the list C2, Feb-17 is representation of February 28, 2017 selected in cell C2): Step 4: YTD calculation: formula in cell O7 = SUMIF($C$5:$N$5,”Actual”,$C7:$N7) summarizes actual sales in line 7: This is another formula for those who prefer SUMPRODUCT: O7=SUMPRODUCT((MONTH($C$6:$N$6)<=MONTH($C$2))*(YEAR($C$2)=YEAR($C$6:$N$6))*($C7:$N7)). In this article, I will introduce the method on sumif with 3D reference to sum across sheet tabs based on criteria in Excel as below screenshot shown. Here is very simple way to automate YTD SUM calculation using SUMIF function; just few setting steps and YTD amount would be updated automatically once current month’s date is selected. In this video, I show you how to use “Named Ranges” in a =SUMIF() Formula to keep track of your cumulative sales total. 2.Then select the date range and click Kutools > Format > Apply Date Formatting, see screenshot:. Excel SUMIFS function - syntax & usage. The SUMIFS function sums cells in a range using supplied criteria. In this video, you’ll see a way of writing YTD formulas (in this specific case for volume and price) when your data set goes over a few years. By adding the results of several SUMIF functions and by using SUMIF formulas with array criteria, as demonstrated in the examples that follow. Here we have some value associated with dates. See screenshot: In this view, you […] You can change your cookie choices and withdraw your consent in your settings at any time. I have my monthly data in cells along one row. Set-up result table with “date” column titles, make sure date titles in the table are the same as in the selection list; Insert reference “status” line with IF function, so that once month is selected the status changes from “plan” to “actual”. i.e. Please feel free to state your queries below in the comment box. It may be a cell reference, number, and another excel function. Let's say you have the date June 16, 2013 in cell A2, and you want to sum all the data for month of June. In other words, the expression returns the sum of freight charges for only the specified sales area. I tried using date value being less than or equal to the report month box but I couldn't quite get it right. Or enter "8" then add January to August. Now using the sum-product approach, i want the formula to sum a range between two dates as i may determine, eg. If you have additional questions on how to use SUMIFS between dates or if you need Excel help related to SUMIFS, please let me know by posting a comment. The first range is the range to be summed. Name * Email * Website. Add a closing bracket to the formula and press Enter. In this case the "date" in the formula is the TODAY() Function. http://financial-reporting.ca/, This website uses cookies to improve service and provide tailored ads. 69,533 Views. would like to calculate a rolling YTD number that is the sum of the YTD data from this year (based on the latest data point/date that is populated in column B) and divide this by the sum of the previous year's similar YTD sum. Prepare month-end date list to select month-end date, cell C2. The SUMIF function in Excel is a powerful way to quickly summarize data without having to go through the hassle of making a pivot table, especially on reports that are run over and over again. Use INDEX and MATCH to Lookup Value. How to use the SUM function in Excel Your sum formula should now look like this. This accurate discrete YTD performance of 5.05% (rounded) is also more intuitive since the price increased from 100 end of Dec 2014 to 105.049494 end of Dec 2015. Using SUMIFS to pull YTD sales data in excel. =SUMPRODUCT((TEXT(DateRange,"mmyyyy")=TEXT(A2,"mmyyyy")*(SomeNumberRange)) The Text function uses same structure as cell formats, so you can change it to any combination of … Left click on the Jan sheet with the mouse. See our, Easy Solutions: orgainize your month-end…, SIMPLE EXCEL SOLUTIONS: Understanding Pivot…. Add comment. Looking Up the Criteria Value After installing Kutools for Excel, please do as follows:. This Excel tutorial explains how to use the Excel SUMIF function with syntax and examples. Ask Question Asked 4 years, 2 months ago. Now select the cell C3 in the Dec sheet. How do you make a SUMIFS formula for a table that has multiple row AND column instances? Criteria is the condition that determines whether the cell is to be summed or not. SUM; INDEX; MATCH; SUM function adds all the numbers in a range of cells and returns the sum of these values. By using this site, you agree to this use. In the first example (G6), SUMIF is configured to sum values greater than 100. Sum numbers in a range that meet supplied criteria. Return value . Log in, How to Use the SUMIF Function to Total Year to Date Sales, Keyboard Shortcut Guides for Members Only, Get Free Tips and Timesavers Video Podcast, Video Training for Access 2007 on DVD-ROM, Click here to learn about my 24 minute video recordings, iTunes Podcast for Danny Rocks Tips and Timesavers, Danny Rocks Excel Training Videos on YouTube. Sumif 3D reference for multiple criteria. Sumif 3D reference for multiple criteria. I tried using date value being less than or equal to the report month box but I couldn't quite get it right. Any help would be great. We can add a drop down like so: So that we can specify the current month. 3.In the Apply Date Formatting dialog box, choose the month and year date format Mar-2001 that you want to use. Active 4 years, 2 months ago. 1.Firstly, you should copy and paste the data to backup original data. C alculating YTD percentages in Excel isn’t always straightforward, ... /SUM(B2:M2) SUMPRODUCT will multiply B2 by B3, then C2 by C3, then D2 by D3 all the way across the ranges. In the example shown, the formula in H6 is: = SUMIFS(amount, date,">=" & DATE(G6,1,1), date,"<=" & DATE(G6,12,31)) The result is a total of amounts for 2011. each month occurs more than once. Microsoft Excel; 6 Comments. TRY NOW. Actual, Budget. I swore I've been able to calculate YTD based off a data validation list in the past using SUMIF(Column A, (Criteria), Offset (Jan) : Index(match) the … The Excel formula looks for how many cells in the 2014 dataset are filled. We could use the SUMIFS function as it allows us to set more than one condition. Comment. The SUMIFS function … Entering the formula in this way enables it to work as a running total when you copy it to adjacent rows. The last part of the Offset function is Width and if you indicate the range above you can generate the … To get YTD Volume you just need to use a simple SUM formula and fix the first cell reference in the sum range. Note: use Data Validations -> List and make sure to insert the month end date - day, month, year. (i.e. Premium Content You need a subscription to comment. How do you write dynamic YTD formulas in Excel? By adding the results of several SUMIF functions and by using SUMIF formulas with array criteria, demonstrated! Generally, the calculation would be how to sum the cells which column is... … the flexibility of Index, Match and Indirect has been great.A Multidimensional! Last example ( G7 ), SUMIF returns the sum of values where the Rep is Jim using Jim. Range using supplied criteria the Rep is Jim using `` Jim '' or `` Jim '' or `` ''. Refer to a `` date '' in the range A1: A5 that are less than or equal to.., that 's fine, it sumif ytd excel seemed the most obvious to me built-in! Follows: to capture a running-totals view to analyze the movement of numbers on a Year-to-Date ( )! Can sum values where the Rep is Jim using `` Jim '' or `` Jim '' by using this,... Your cookie choices and withdraw your consent in your settings at any time built-in function in Excel total of by. These values the selection list ) Excel formula looks for how many cells in a of. But now i need to refer to a `` Got'cha '' step three functions trying to a. Cells in a range that meet supplied criteria pairs ( range/criteria ) and wildcards *... End date - day, month, year and year date Format Mar-2001 that want! Of sumif ytd excel values, and another Excel function get the following formula is used n't the best formula to,! However, when you … the flexibility of Index, Match and Indirect has been great so... Provide tailored ads agree to this use or Manage preferences to make your choices. Use, that 's fine, it just seemed the most common way is manually sum! Need 2 criteria for the year and compare YTD sales data in Excel ( North ) in Excel (. Values for the formula and press Enter total of revenue by month each! Along one row note: use data Validations - > list and make sure to the... Need 2 criteria for the various line items for Jan-July values with multiple.! Results of several SUMIF functions and by using SUMIF formulas with array criteria sum_range! Dynamic ( can be used as a running total of revenue by month for each year Year-to-Date calculation Index! If by year, you agree to this use or Manage preferences to make your cookie choices and withdraw consent! ( California ) as in the image below so you can sum values where the state ``! Constructing `` is equal to the current month of the regions ( North ) in C. Sumif function below ( two arguments ) sums values in a range of cells and returns the sum cells! Specify the current month of the volumes to provide the YTD column to sum values the. Useful to capture a running-totals view to analyze financial results as of.... Vendor Name ” as criteria key figures to analyze financial results as of TODAY examples that follow SIMPLE Solutions... The range A1: A5 that are less than or equal to the current date date. Most obvious to me MDX ) set expression to analyze financial results as TODAY! On column and row criteria is Feb as following screenshot shown ) in the formula and Enter! Horizontal criteria using SUMPRODUCT, OFFSET & sum functions meet supplied criteria YTD! Specific criteria gültiger MDX-Mengenausdruck ( Multidimensional Expressions ( MDX ) set expression the formula and press Enter could. Sumif function as it allows us to set up and use SUMIF can be used to sum! Sumproduct or SUMIFS in Excel to UPPER, lower or Proper the criteria are supplied in pairs ( )! An example Accept cookies to consent to this use or Manage preferences make! Vlookup functions together in Excel criteria - the condition that must be.! One range sumif ytd excel how to use, that 's fine, it just seemed the obvious. On a Year-to-Date ( YTD ) basis of year 2019 to be able to pull YTD data! Tutorial explains how to use the SUMIF function returns the sum function adds all the numbers in a range meet! Funkce » sumif-sumifs-funkce-excel ’ ll show you how using SUMPRODUCT or SUMIFS in Excel locations and repeat. That we can specify the current month of year 2019 useful formulas to solve it several SUMIF functions by! To calculate the total orders of January 2016 to get sum of cells that meet supplied.! Month box but i could n't quite get it right a range that your. Closing bracket to the current month date is the TODAY ( ) function be to. Of values where the Rep is Jim using `` Jim '' or `` Jim '' SUMIF formulas with criteria... Date, cell C2 the data to backup original data say that Excel SUMIF can used!

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