Hi, Birdster1_
Welcome to Microsoft Q&A forum.
Thanks for your message. Here are the explanations and solutions to the situation you're having:
Why your DSUM isn't working
DSUM requires three things:
- Database range (your table)
- Field name (column to sum)
- Criteria range (must include header and condition)
If the database is on another sheet, you must reference it explicitly. DSUM does not auto-detect table names unless you type them manually.
What will and will not work
- Will work: Use structured references or full sheet references in the DSUM formula.
- Will not work: Clicking the table name while editing the formula (Excel doesn’t allow switching sheets mid-selection without breaking the formula).
Correct DSUM setup for your case
Assume:
- Table is on BankDloads sheet, columns: GL Acct, Amount3, Transaction Date, Detail
- Criteria: GL Acct = "Sub Receipts" and Transaction Date in September
- Criteria range is on Actual sheet (e.g., G1:H2)
Steps:
- Create a criteria range on the Actual sheet:
G1: GL Acct H1: Transaction Date
G2: Sub Receipts H2: >=01/09/2025
G3: H3: <=30/09/2025
(You need two rows for date range.)
- Write DSUM formula in Actual sheet:
=DSUM(BankDloads!A:F,"Amount3",G1:H3)
- BankDloads!A:F > full range of your table
- "Amount3" > column header to sum
- G1:H3 > criteria range
=> This will sum all rows in BankDloads where GL Acct = Sub Receipts and Transaction Date is in September.
Hope this helps. Feel free to get back if you need further assistance.
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