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Helper I
Helper I

Sum currency column from SharePoint List based on date range


I have been trying different formulas without success if I want to Filter by a date range. The Sum function with my currency field without date as a criteria works fine even though I get the delegation warning.

I looked around the forum and tried a few things but no sucess.


My Goal: Sum up the 'Amount' column from my List called 'MaintenanceExpenses' for a specified date range based on 'ExpenseDatePickerFrom' and 'ExpenseDatePickerTo'. The date picker compare the date with my 'Created' column.


I have a SharePoint List with a column 'Amount' that is of Currency type.


My App and formula:





Text(Sum(Filter(MaintenanceExpenses,Value(Text(Created,"[$-en-US]mm/dd/yyyy")) >= ExpenseDatePickerFrom.SelectedDate,Value(Text(Created,"[$-en-US]mm/dd/yyyy")) <= ExpenseDatePickerTo.SelectedDate),Amount),"[$-en-US]$#,###0.00")



Most likely I'm making a very basic mistake. Any suggestion would be amazing!






yes you got it. glad to see you sorted the filter. good luck with the app, have fun.

hey there if you liked the post give it a thumbs up, and if it solved your question please accept it as a solution.

Thanks @rubin_boer !

I am adding a bit of detail to conclude my challenge and hopefully help someone in the future.

The 'Created' field date format setting was set to 'Friendly'. I changed it to 'Standard' and was able to get the math accurate in my Sum. It was preventing my '>=' to work.


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