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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.

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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