Formula for sumifs with less than a date range

[lynchbro]

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!

[Pecoflyer]

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

[lynchbro]

Originally Posted by Pecoflyer

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

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!!!

[Pecoflyer]

I don't quite understand what you are trying to achieve. Could you please provide some more explanation ,
What is

'Trial Balance'!C7

for?
And this part?

B7<'Shareholder Transactions'!E:E

( which is an incorrect syntax)

[lynchbro]

Originally Posted by Pecoflyer

I don't quite understand what you are trying to achieve. Could you please provide some more explanation ,
What is

'Trial Balance'!C7

for?
And this part?

B7<'Shareholder Transactions'!E:E

( which is an incorrect syntax)

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!

[Pecoflyer]

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

[lynchbro]

Originally Posted by Pecoflyer

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

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)