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MS Office Forum / Excel / New Users / June 2007

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Sum values that precede todays date

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traineeross - 06 Jun 2007 13:03 GMT
I am trying to find a way to sum the values of payments made to date?

eg

Date                   Payment
01/01/2007    10
01/02/2007    12
01/03/2007    11
01/04/2007    10
01/05/2007    10
01/06/2007    23
01/07/2007    10
01/08/2007    10
01/09/2007    10
01/10/2007    10
SUM                   116

So if it was today it would sum all values preceding the figure for July?

Is there an easy way to do this using a formula? I have tried using the
offset and match formula but then i can't get it to sum all previous payments.

Many thanks for your help

Jody
Bob Phillips - 06 Jun 2007 13:17 GMT
=SUMIF(A:A,"<="&TODAY(),B:B)

Signature

HTH

Bob

(there's no email, no snail mail, but somewhere should be gmail in my addy)

>I am trying to find a way to sum the values of payments made to date?
>
[quoted text clipped - 22 lines]
>
> Jody
Rick Rothstein (MVP - VB) - 07 Jun 2007 04:24 GMT
> =SUMIF(A:A,"<="&TODAY(),B:B)

This might sound like a silly question, but do you really need a SUMIF with
a conditional of less than or equal to today? Wouldn't a straight SUM do the
job? I mean, the OP question asked to "sum the values of payments made to
date"... how many payments could possibly be in the list with a date that is
later than today?<g>

Rick
Harlan Grove - 07 Jun 2007 08:12 GMT
"Rick Rothstein \(MVP - VB\)" wrote...
>>=SUMIF(A:A,"<="&TODAY(),B:B)
>
[quoted text clipped - 3 lines]
>values of payments made to date"... how many payments could possibly
>be in the list with a date that is later than today?<g>

Why don't you reread the original posting, recognize that the OP's
dates were in dd/mm/yyyy format, then figure out for yourself why YOUR
question is foolish?
Rick Rothstein (MVP - VB) - 07 Jun 2007 08:55 GMT
>>>=SUMIF(A:A,"<="&TODAY(),B:B)
>>
[quoted text clipped - 7 lines]
> dates were in dd/mm/yyyy format, then figure out for yourself why YOUR
> question is foolish?

My point was that Bob used a condition of less than or equal to TODAY and
the user specified the dates were dates for payments that have already been
made... which of those dates could ever have a date **after** today's date
then (an already made payment can't take place in the future, right)? Since
**every** date in the column must be on or before today's date, a condition
of "less than or equal to" equates to just a pure summation of **all** of
the values for all of the dates, does it not?

Rick
Pete_UK - 07 Jun 2007 09:37 GMT
In the example that the OP submitted, he has (nominal?) payments down
against future dates in his list - presumably these are changed to
actual payments once made. That's how I interpreted the request in my
response to a duplicate posting of his, although I suggested just less
than TODAY(), rather than less than or equal to. I assumed he wanted
actual payments made, rather than projected payments.

Pete

On Jun 7, 8:55 am, "Rick Rothstein \(MVP - VB\)"
<rickNOSPAMn...@NOSPAMcomcast.net> wrote:
> >>>=SUMIF(A:A,"<="&TODAY(),B:B)
>
[quoted text clipped - 17 lines]
>
> Rick
Harlan Grove - 07 Jun 2007 09:43 GMT
"Rick Rothstein \(MVP - VB\)" wrote...
...
>My point was that Bob used a condition of less than or equal to
>TODAY and the user specified the dates were dates for payments
>that have already been made...

Wrong! The OP actually wrote: "...payments made to date". The sample
schedule of payments obviously spans the first 10 months of 2007. At
least that's obvious to most people with some experience responding in
Excel newsgroups.

Bob's answer is correct. You're either incapable or unwilling to
recognize why it's correct and not silly.

> . . . which of those dates could ever have a date **after**
>today's date . . .

OK, so you have no experience with or understanding of amortization
tables, financial pro formas, etc. which show future anticipated
cashflows and could also show actual past cashflows as well.
 
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