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Asked: 2026-06-18T17:12:17+00:00

I’m using Excel 2010, which includes the SUMIFS function. My spreadsheet is in this

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I’m using Excel 2010, which includes the SUMIFS function. My spreadsheet is in this format:

    A          B            C
  Date       Amount      Category
01/01/2013   $20.00      CatA
01/12/2013   $35.67      CatB
02/04/2013   $16.98      CatA

etc. In another part of the spreadsheet, I have these cells:

       X            Y
1               CatA_header
2    Jan-13     formula...
3    Feb-13 
4    Mar-13

I’d like to place a formula in the cell specified by formula... (in cell Y2) that sums column B for the given category and the given year/month combination. I thought SUMIFS was right for the task, so I tried this formula:

=SUMIFS(B:B, A:A, AND(MONTH(A:A)=MONTH(X2), YEAR(A:A)=YEAR(X2)), C:C, "="&Y1)

However, this returns 0, even though it should return 20 in my contrived example. How can I use the SUMIFS function to perform this task?

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1 Answer

  1. Editorial Team

    Your row numbers seem to be off by 1, e.g., Y0. Also, you can’t filter the criteria range like that, I don’t think. Here’s a SUMPRODUCT that works on rows 2 to 10:

    =SUMPRODUCT(($B$2:$B$10)*(MONTH($A$2:$A$10)=MONTH(X2))*(YEAR($A$2:$A$10)=YEAR(X2))*($C$2:$C$10= Y$1))
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