If sum data by month in a table, we need to use a formula based on SUMIFS function. We can provide a set of conditions or criteria in SUMIFS function to sum data. To sum data by month, we need to add date range as criteria.
See below screenshot, if we want to sum total amount by month, how can we do?
In C2, enter the formula =SUMIFS($B$2:$B$10,$A$2:$A$10,”>=”&A2,$A$2:$A$10,”<=”&EOMONTH(A2,0)).
Let’s see how this formula works:
For SUMIFS function, =SUMIFS(sum_range, criteria_range1, criteria1, [criteria_range2, criteria2], …), in this instance, $B$2:$B$10 is the sum range, $A$2:$A$10 is the criteria range, criteria 1 is >=A2 (10/1/2020), criteria 2 is <=EOMONTH(A2,0), it is the last date of October (the last date in month of A2), to get the last date in month of A2, we use EOMONTH function here.
For EOMONTH function, =EOMONTH(start_date, months), it returns the last date of a month for a specific date. In this instance, EOMONTH(A2,0), with zero as months value, it returns the last day of a month provided by date in A2. As A2 is 10/1/2020, so this function returns 10/31/2020 at last. In fact, it equals to =SUMIFS($B$2:$B$10,$A$2:$A$10,”>=10/1/2020″,$A$2:$A$10,”<=10/31/2020″). If you enter EOMONTH(A2,1), it will return the last date of next month based on date in A2, for example, A2 is 10/1/2020, then EOMONTH(A2,1) returns 11/30/2020. If you enter EOMONTH(A2,-2), it will return the last day of month, two months before the month in A2, in this case it is 8/31/2020.
Click Enter to get return value.
1. The formula also works if date format is other than mm/dd/yyyy. For example, we change date in November to different date format in table. Then formula is updated to =SUMIFS($B$2:$B$10,$A$2:$A$10,”>=”&A5,$A$2:$A$10,”<=”&EOMONTH(A5,0)).
It still works.
2. If we just want to sum data between a period, we can update formula to =SUMIFS(sum range, criteria range1,”>=”&start date, criteria range2,”<=”&end date). For example, to get amount between date 12/10/2020 and 12/12/2020. Enter the formula =SUMIFS($B$2:$B$14,$A$2:$A$14,”>=”&A11, $A$2:$A$14,”<=”&A13).
Excel SUMIFS Function
The Excel SUMIFS function sum the numbers in the range of cells that meet a single or multiple criteria that you specify. The syntax of the SUMIFS function is as below:=SUMIFS (sum_range, criteria_range1, criteria1, [criteria_range2, criteria2], …)…