Make your data validations dynamic! [quick tip]

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Ok, since excel school 3rd batch is going to open on 15th, I wasnt going to write anything today. I have slept just 4 hours last night, blame it on work (and that funny video on youtube). But I found 30 minutes free time, so here you go, a quick but delicious tip on making your data validation dynamic.

Data Validation - DemoDynamic Data Validation?!? What in the name of slice bread and peanut butter is that?

We all know that you can tell Excel to limit the input values in a cell to just a list of possible values using data validation (Here is a tutorial).

Let us say, you have set up a nice little data validation list to let your users select one of the several products listed. Like shown to the right.

But there is a problem, the list of products doesnt change whenever we add or remove products.

This is where the dynamic data validation thingie comes in to picture. It same as regular data validation, but with the ability to change input list whenever you have new data. See this short demo to understand:
Dynamic Data Validation - Demo

So, how to setup a dynamic data validation list?

if you are running Excel 2007 or above:

  1. Select your list of products (or invoices or cats) and make it in to a table. (here is a helpful tutorial on excel tables).
    Create a table - Dynamic Data Validation in Excel
  2. Now, create a new named range and point it to the table, like this:
    Dynamic range from table data
  3. Finally, give the named range as input list in data validation.
    data validation source range
  4. That simple!

if you are running Excel 2003 or earlier:

You are in for a lot of circus now. But be patient and take a sip of coffee. Then,

  1. Make a dynamic range from your list using OFFSET formula, like this:
    dynamic named range thru OFFSET formula - Excel
  2. Now, use the range name as input list in data validation.
  3. Pray to IT infrastructure gods that you should be given Excel 2010, really soon.

Download Example Workbook – Dynamic Data Validation in Excel

Go ahead and download example workbook and understand this concept better. Say goodbye to invalid data!

More resources on data validation & magic:

Some kicks ass stuff to help you do magic in excel thru data validation:

PS: If you like this trick, you are going to enjoy my excel school program. You should sign up, like today.

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27 Responses to “Sum of Values Between 2 Dates [Excel Formulas]”

  1. dexter says:

    I would apply a filter and use function subtotal, with option 9. This way you can see multiple views based on the filter.

  2. Michael Azer says:

    hey Chandoo, the solutions you proposed are very efficient, but if I wanted to be fancy I would do it this way .. the references are as your example workbook.
    =SUM(INDIRECT("C"&(MATCH(F5,B5:B95)+4)):INDIRECT("C"&(MATCH(F6,B5:B95)+4)))

  3. Luke M says:

    I like things simple:
    =SUMIF(B5:B95,">="&F5,C5:C95)-SUMIF(B5:B95,">"&F6,C5:C95)

  4. Matt S says:

    use something like: =SUM(OFFSET(B1,0,0,DATEDIF(A1,D1,"d")))
    and have D1 be the date that I want to sum to.

  5. Tom J says:

    In Excel 2003 (and earlier) I'd use an array formula to calculate either with nested if statements (as shown here) or with AND.

    {=SUM(IF(B5:B95>F5,IF(B5:B95<F6,C5:C95,0),0))}

    Note that I truly made this for BETWEEN the dates, not including the dates

  6. Andrew says:

    I turned the data set into a table named Dailies.
    I named the two limits StartDate and EndDate.

    And used an array formula:

    {=SUM((Dailies[Date]>=StartDate)*(Dailies[Date]<=EndDate)*Dailies[Sales])}

  7. Frank Linssen says:

    If I would still be using the old Excel I would do it as follows:

    SUMIF($B$5:$B$95,"<="&H6,$C$5:$C$95)-SUMIF($B$5:$B$95,"<"&H5,$C$5:$C$95)

    Works as simple as it is.

    Regards

  8. ikkeman says:

    =sum(index(c:c,match(startdate,c:c,1)+1):index(c:c,match(enddate,c:c,1))

  9. ikkeman says:

    =sum(index(c:c,match(startdate,b:b,1)+1):index(c:c,match(enddate,b:b,1))

  10. ram says:

    Great examples and thanks to Chandoo. You have simplified my work.

  11. Rony says:

    Hi! great tips I have found in your page, have you seen this
    http://runakay.blogspot.com/2011/10/searching-in-multiple-excel-tabs.html

  12. [...] I'm not sure I understand your question fully, but have a look at this: Sum of Values Between 2 Dates [Excel Formulas] | Chandoo.org - Learn Microsoft Excel Online [...]

  13. Amanda says:

    Thank you! Thank you! Thank you!

  14. abdalurhman says:

    =SUMIF(A2:A11;">="&B13;B2:B11)-SUMIF(A2:A11;"<"&A11;B2:B11)

  15. Eliza says:

    awesome... thank yoo Chandoo!

  16. dockhem says:

    which is most efficient and fast, if all are efficient ?

  17. jmassiah says:

    Thank you for this formula, I've just spent ages trying to find something to work on my data, I knew it would be possible! Don't care if others think there are easier/other ways to do it, you explained it so I understood it and could apply it to what I was doing so I'm happy!

  18. Nagaraju says:

    The above said example is awesome for calculating values between dates,

    can you pls let know how to calculate sale values if we have 10 sales boys for
    ex: 1,rama
    2,krishna
    3,ashwin
    4,naga
    5,suresh

    how much rama sale value between 1/jan/2015 to 10/jun/15
    how much krishna sale value between 10/jan/2015 to 15/july/2015
    i think you understood can you pls let me know the formula for how to calculate the sale between diffrent sale man sale value from master data file

    Thanks,
    Nagaraju

  19. Viv says:

    Hi

    I have a list of people's names in column A, I have a list of dates in column B which records the dates they have been off sick, in column C I have either 1 if it is a full sick day or 0.5 if it is a half day.

    What I would like to do is to add up the number of dates a specific person has been off within two dates.

    For example, I want to look at my list of names and to find Joe Bloggs (column A), then add up all his sick days (column C). The start date will be in cell E1 and the end date will be in F1.

    If this possible using SUMIFS?

    List of names are in range A2:A100

    List of dates in B2:B100

    List of sick days (either 0.5 or 1 in C2:C100

    The start date is in cell E2

    The end date is in cell F2

    Your help would be greatly appreciated.

    • Loknathan says:

      Yes, with the help of SUMIFS you can have the solution.
      Note: you need have an extra col. D2 where you will input Name of the person.
      =SUMIFS(C2:C100,A2:A100,D2,C2:C100,">="&E2,C2:C100,"<"&F2)

      Col. A Col. B Col. C Col.D Col. E Col. F
      Name Date Sales
      ABC 28-Jun-11 1 MNO 28-Jun-11 25-Sep-11
      XYZ 29-Jun-11 0.5
      MNO 30-Jun-11 1
      PQR 1-Jul-11 1

      • Loknathan says:

        Typo ERROR / Correction in formula:
        Yes, with the help of SUMIFS you can have the solution.
        Note: you need have an extra col. D2 where you will input Name of the person.
        =SUMIFS(C2:C100,A2:A100,D2,B2:B100,">="&E2,B2:B100,"<"&F2)

  20. Viv says:

    Hi

    I have a list of people's names in column A, I have a list of dates in column B which records the dates they have been off sick, in column C I have either 1 if it is a full sick day or 0.5 if it is a half day.

    What I would like to do is to add up the number of dates a specific person has been off within two dates.

    For example, I want to look at my list of names and to find Joe Bloggs (column A), then add up all his sick days (column C). The start date will be in cell E1 and the end date will be in F1.

    If this possible using SUMIFS?

    List of names are in range A2:A100

    List of dates in B2:B100

    List of sick days (either 0.5 or 1 in C2:C100

    The start date is in cell E2

    The end date is in cell F2

    Your help would be greatly appreciated.

    Viv

  21. AC says:

    Thanks for this - it solved the problem that I was having. However can someone please explain to me why the "" needs to be around >= and <= as well as why we need to add & in order for the formula to work? Thanks in advance!

  22. Ufoo says:

    This formula works perfectly as well. Any ideas?: =SUM(INDEX(C5:C95,MATCH(H5,B5:B95,1)):INDEX(C5:C95,MATCH(H6,B5:B95,1)))

  23. Ufoo says:

    ikkeman had posted the same thing.

  24. murray says:

    I am trying to sum total a range of cells between date ranges ie column n has $ amounts column d has the transaction dates ie 1/3/2015 or 25/3/2015 or 25/4/2015 column b has the text saying drp or distribution - reinv

    In another cell I am trying to sum or total (in column n) with the value of a range of different dates (column d) that contain different text (column b) ie cell n48 is 50, n65 is 85, n165 is 36

    with the dates ie cell d48 is 1/3/2015, d65 is 25/3/2015 and d165 is 25/4/2015

    with different text that says drp or distribution - reinv ie cell b48 is drp, b65 is distribution - reinv, b165 is drp

    If I wanted to sum the amounts between 1/3/2015 to 31/3/2015 with drp then the total would be 50. Also if I wanted to sum the amounts between 1/4/2015 to 30/4/2015 with drp the sum total would be 36 If I wanted to sum the amounts between 1/3/2015 to 31/3/2015 with drp and distribution - reinv the sum would be 115

    What would the formula be for these different questions

    hope you can help, it has been driving me nuts and cant work it out

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