I am trying to pull the sum of a set of daily numbers for a specific date.
In my master sheet I have a TO DATE as 02.28.15 and I want to pull any data from the other tab for all dates after that.



I have the following and it is returning ZERO, when there is figures to pull

=IF(B1<Sheet!2E:E,SUMIFS(Sheet2!I:I,Sheet2!A:A,C1) ,0)

B1=To Date
C1=Portfolio ID
Sheet2!E:E=Date Ranges
Sheet2!=Dollars
Sheet2!=Portfolio ID

Please help!

Perhaps post a sample sheet, your date's format might be the problem

__________________
Did you know you can thank someone who helped you? Click on the tiny scale in the right upper hand corner of your helper's post

Good morning. Here is my sample sheet. the formula is located on the TRIAL BALANCE tab cell N7. The date range of dollar activity is located on the SHAREHOLDER TRANSACTIONS tab.

Any help is greatly appreciated!!!

Attached Files

Book2v2.xlsx (52.9 KB, 7 views)

I don't quite understand what you are trying to achieve. Could you please provide some more explanation ,
What is for?
And this part? ( which is an incorrect syntax)

__________________
Did you know you can thank someone who helped you? Click on the tiny scale in the right upper hand corner of your helper's post

Sure. I assumed that something was incorrect with my syntax. C7 represents the to date of the balances on the trial.

What I am trying to achieve is referencing the to date (column C on the trial balance) and then writing an agreement to say anything in column E in shareholder activity that is after that date to use the sumifs function to pull that activity. If the formula works, the return data in cell C7 should be 5,470.60.

I hope I am explaining myself better. Thank you again!

First trial, in cell Q7. The result isn't quite what you have but it looks close

Attached Files

Copy of Book2v2.xlsx (52.9 KB, 8 views)

__________________
Did you know you can thank someone who helped you? Click on the tiny scale in the right upper hand corner of your helper's post

thank you for your help! I actually was able to get it to work with my SUMIF function. Here is that argument.

=SUMIFS('Shareholder Transactions'!G:G,'Shareholder Transactions'!A:A,'Trial Balance'!C7,'Shareholder Transactions'!E:E,">"&'Trial Balance'!B7)