How to select a table for a DSUM statement that is in a different tab than my DSUM statement

Birdster1_ 0 Reputation points
2025-11-16T03:36:53.6866667+00:00

Hi there,

Please see my file attachment

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I am working in the "Actual" tab and trying to sum data for month of September for Criteria -SubReceipts.

I have tried both SUMIF and DSUM but with both either I get nothing or I only get the 1st cell that matches the criteria - no sum function is working.

When working with DSUM, if I go to the tab to locate the table, the cursor must be in the table for the TableNames to show. If I have to put the cursor in the table, then I can't put the cursor in the statement to get the table name to show??

Please see above

Looking forward to a reply

Regards

Birdster1

Microsoft 365 and Office | Excel | For home | Android
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3 answers

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  1. Kai-H 6,175 Reputation points Microsoft External Staff Moderator
    2025-11-16T08:58:10.2366667+00:00

    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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  2. Ashish Mathur 100.8K Reputation points Volunteer Moderator
    2025-11-16T23:25:30.2133333+00:00

    Hi,

    In cell B8 of the Actual worksheet, insert a space between Sub and Receipts. Also, edit Sept to Sep in cell E7. In cell E8, enter this formula

    =sumifs(BankDloads!$B$2:$B$18,BankDloads!$A$2:$A$18,$B8,text(BankDloads!$C$2:$C$18,"mmmyy",text(E7,"mmmyy"))

    Hope this helps.

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  3. Kai-H 6,175 Reputation points Microsoft External Staff Moderator
    2025-11-20T08:56:16.9433333+00:00

    Hi Birdster1_

    It has been a while and I am writing to see how things are going with this issue.

    Have you had a chance to check the replies provided?

    Any update would be appreciated.

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