How to Sum by month in Excel (2024)

FAQs

How to Sum by month in Excel? ›

To sum monthly - based data in Excel , you can use the SUMIF or SUMIFS function . These functions allow you to specify a criteria , such as a specific month , and then sum the corresponding data .

SUMIFS solution

The syntax for SUMIFS looks like this: =SUMIFS(sum_range,range1,criteria1,range2,criteria2,...) Roughly translated, the meaning of this formula is "Sum the amounts in C6:C16 when the date in B5:B16 is greater than or equal to the date in E5 and less than the first day of the next month".

Step One: Group your PivotTable by Month

Right-Click on any cell within the Dates column and select Group from the fly-out list. Then select Month in the dialog box. Using the Starting at: and Ending at: fields, you can even specify the range of dates that you want to group if you don't want to group the entire list.

Select the records that you want to sort by month name. On the Data tab, in the Sort & Filter group, click Sort. In the Sort dialog box, do the following: Under Column, select the name of the column that contains the month names.

You can use the EDATE function to quickly add or subtract months from a date. The EDATE function requires two arguments: the start date and the number of months that you want to add or subtract. To subtract months, enter a negative number as the second argument. For example, =EDATE("9/15/19",-5) returns 4/15/19.

Here's an Excel formula that will increase a date by one month. Assume that the date in question is in cell A1. Type this formula nearby, perhaps in cell B1: =DATE(YEAR(A1),MONTH(A1)+1,DAY(A1))

Go to Data > Consolidate. In the Function box, select the function that you want Excel to use to consolidate the data. In each source sheet, select your data.

Consider an Excel sheet where you have list of dates as similar to the below image. First, to count by month, click on an empty cell, in this case cell D2, and enter the formula as =SUMPRODUCT(1*(MONTH(C3:C16)=G2)) and click enter to complete the task. In the formula, C3:C16 is the range of cells, and G2 is the month.

To use the DATEDIF function for calculating months, select the cell where you want to display the result, enter the formula =DATEDIF(start_date, end_date, "m") , and press Enter. The result will be displayed in the selected cell.

To do that, you can follow these steps: Create a pivot table: Select the entire data range including the header row Go to the "Insert" tab, click "Pivot Table" and choose the location where you want to create the pivot table In the PivotTable Fields, drag the column containing the month and year information to the " ...

How do you calculate per month? ›

Simply take the total amount of money (salary) you're paid for the year and divide it by 12. For example, if you're paid an annual salary of $75,000 per year, the formula shows that your gross income per month is $6,250.

To sum by month in Excel, start by selecting the range of cells to sum or inputting the range in the formula. Then, enter the SUMIFS formula into the cell where you want the sum to appear. Inside the formula, add the criteria range which will be used to identify the month you want to sum.

=MONTH(serial_number)

The MONTH function uses only one argument: Serial_number (required argument) – This is the date that you want to return the month of. The date can either be: A serial number.

First, to count by month, click on an empty cell, in this case cell D2, and enter the formula as =SUMPRODUCT(1*(MONTH(C3:C16)=G2)) and click enter to complete the task. In the formula, C3:C16 is the range of cells, and G2 is the month. Empty cell > Formula > Enter.

You can use either SUMIF or SUMIFS if you want to sum by a single criterion. For example, to sum if the date is equal, before, or after a specific date. Use Excel SUMIFS date range if you want to sum by multiple criteria, such as to sum if the date is between a certain range.

On the Home tab, click Conditional Formatting. Select New Rule. Select Use a formula to determine which cells to format. Use Excel's MONTH function to find the cells that contain birthdates in the current month.