Skip to content
xlsoffice. All Rights Reserved
  • Home
  • Excel For Beginners
  • Excel Intermediate
  • Advanced Excel For Experts

Lookup and Reference Examples

  • Lookup entire row in Excel
  • Count rows with at least n matching values
  • Complete List of Excel Lookup and Reference Functions, References and Examples
  • How to get address of named range in Excel
  • How to use Excel ROW Function

Data Analysis Examples

  • Understanding Anova in Excel
  • Excel Frequency Function Example
  • How to create Checklist in Excel
  • How to combine 2 or more chart types in a single chart in Excel
  • Number and Text Filters Examples in Excel

Data Validation Examples

  • Excel Data validation exists in list
  • Excel Data validation only dates between
  • Excel Data validation unique values only
  • Excel Data validation must not contain
  • Excel Data validation require unique number

Sum by month in Excel

by

This tutorial shows how to Sum by month in Excel using the example below;

Formula

=SUMIFS(values,date_range,">="&A1,date_range,"<="&EOMONTH(A1,0))

Explanation

To sum by month, you can use a formula based on the SUMIFS function, with help from the EOMONTH function. In the example shown, the formula in F4 is:

=SUMIFS(amount,date,">="&E4,date,"<="&EOMONTH(E4,0))

This formula uses the named ranges “amount” (C4:C9) and “date” (B4:B9).

How this formula works

The SUMIFS function can sum values in ranges based on multiple criteria.

In this case, we configure SUMIFS to sum amounts by month using two criteria: one to match dates greater than or equal to the first day of the month, one to match dates less than or equal to the last day of the month. In other words, we need a formula like this:

=SUMIFS(amount,date,">="&"1/1/2016",date,"<="&"1/31/2016")

Or the the more bulletproof alternative:

=SUMIFS(amount,date,">="&DATE(2016,1,1),date,"<="&DATE(2016,1,31))

This version is more robust because dates are constructed with separate year, month, and day values, and not entered as text that needs to be interpreted by Excel.

Worked Example:   EOMONTH function: Description, Usage, Syntax, Examples and Explanation

Normally, this is a pain, because if you add month names as text (i.e. “January”, “February”, “March”, etc.) in column E you have to go to extra trouble to create dates you can use for criteria. However, in this case, we use a simple trick to make things easy: In column E, instead of typing month names, we add actual dates (1/1/2016, 2/1/2016, 3/1/2016), then use a custom date format (“mmmm”) to display the month names.

Worked Example:   SUMIFS multiple criteria lookup in table in Excel

This makes it easy to build the criteria we need for SUMIFS. To match dates greater than or equal to the first of the month, we use:

">="&E4

And to match dates less than or equal to the last day of the month, we use this:

"<="&EOMONTH(E4,0)

With zero for months, the EOMONTH function automatically returns the last day of the month provided by the date.

Worked Example:   Sum if cells contain specific text in Excel

The concatenation with an ampersand (&) is necessary when building criteria that use a logical operator with a numeric value.

Post navigation

Previous Post:

Sum by week number in Excel

Next Post:

Sum by week in Excel

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

Learn Basic Excel

Ribbon
Workbook
Worksheets
Format Cells
Find & Select
Sort & Filter
Templates
Print
Share
Protect
Keyboard Shortcuts

Categories

  • Charts
  • Data Analysis
  • Data Validation
  • Excel Functions
    • Cube Functions
    • Database Functions
    • Date and Time Functions
    • Engineering Functions
    • Financial Functions
    • Information Functions
    • Logical Functions
    • Lookup and Reference Functions
    • Math and Trig Functions
    • Statistical Functions
    • Text Functions
    • Web Functions
  • Excel VBA
  • Excel Video Tutorials
  • Formatting
  • Grouping
  • Others
  • Put names into proper case — Manipulating NAMES in Excel
  • CONCAT function: Description, Usage, Syntax, Examples and Explanation
  • How to extract text between parentheses in Excel
  • How to split text with delimiter in Excel
  • Extract last name from full name — Manipulating NAMES in Excel
  • How to calculate months between dates in Excel
  • Calculate days remaining in Excel
  • Convert Excel time to Unix time in Excel
  • Next biweekly payday from date in Excel
  • Get week number from date in Excel
  • RECEIVED function: Description, Usage, Syntax, Examples and Explanation
  • COUPDAYSNC function: Description, Usage, Syntax, Examples and Explanation
  • Tax rate calculation with fixed base in Excel
  • NPV function: Description, Usage, Syntax, Examples and Explanation
  • PMT, RATE, NPER, PV and FV Financial Functions in Excel
© 2022 xlsoffice . All Right Reserved. | Teal Smiles