Excel allows us to sum all values from a table with a date within the last 30 days using the SUMIFS and TODAY functions. This step by step tutorial will assist all levels of Excel users in summing sales in the last 30 days by ID.
Figure 1. The final result of the formula
Syntax of the TODAY formula
The generic formula for the TODAY function is:
This function doesn’t have arguments and returns today date.
Syntax of the SUMIFS formula
The generic formula for the SUMIFS function is:
=SUMIFS(sum_range, criteria_range1, criteria1, criteria_range2, criteria2)
The parameters of the SUMIFS function are:
- sum_range – a range with values which we want to sum
- criteria_range1 – a range where we want to set our first condition
- criteria1 – the first condition for summing the values
- criteria_range2 – a range where we want to set our second condition
- criteria2 – the second condition for summing the values
Setting up Our Data for the Formula
The first table consists of 3 columns: “Product ID” (column B), “Date” (column C) and “Amount” (column D). The second table has 2 columns: “Product ID” (column F) and “Sum last 30 days” (column G). In column G we want to get the sum for the last 30 days for the product ID in column F.
Figure 2. Data that we will use in the example
Sum Sales in Last 30 Days by ID
In our example, we want to sum all amounts from column D if the date in column C is in the last 30 days and where the Product ID from column B is equal to F3 (1001). The result will be in the cell G3.
The formula looks like:
=SUMIFS($D$3:$D$13, $B$3:$B$13, F3, $C$3:$C$13, ">="&TODAY()-30)
The sum_range is $D$3:$D$13. The criteria_range1 is $B$3:$B$13 (“Product ID” column), while the criteria1 is F3 (1001). The criteria_range2 is $C$3:$C$13 (“Date” column) and the criteria2 is “>=”&TODAY()-30. We want to get all values greater than today date minus 30 days, that’s why we need to put “>”& before TODAY()-30.
We need to fix the sum_range and both criteria_range as they are not changing when the formula is copied down the cells.
To apply the formula, we need to follow these steps:
- Select cell G3 and click on it
- Insert the formula:
- Press enter
- Drag the formula down to the other cells in the column by clicking and dragging the little “+” icon at the bottom-right of the cell.
Figure 3. Using the formula to sum sales in the last 30 days by ID
In this example, we get all the amounts which have “1001” in “Product ID” and the date is in the last 30 days. As you can see, rows 3, 5, 7 and 10 meet both conditions, so corresponding amounts are summed ($1,000, $700, $1,200 and $300). Finally, the sum in the cell G4 is $3,200.
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