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Sum by fiscal year

Sum by fiscal year

To sum values by fiscal year, you can use a formula based on the SUMPRODUCT or SUMIF function, as explained below. In the example shown, the formula in G5, is: =SUMPRODUCT(--(YEAR(date) (MONTH(date)>=7)=F5),amount) where date (B5:B16), amount (C5:C16)), and FY (D5:D16)) are named ranges. When copied down, this formula returns sum of amounts for ...

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