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# (Excel examples for Beginners)

In this end-to-end excel example, you will learn – How to Sum by month in Excel.

# How to Sum by month in Excel

### Generic 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.

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.

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.

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

Disclaimer: The information and code presented within this recipe/tutorial is only for educational and coaching purposes for beginners and developers. Anyone can practice and apply the recipe/tutorial presented here, but the reader is taking full responsibility for his/her actions. The author (content curator) of this recipe (code / program) has made every effort to ensure the accuracy of the information was correct at time of publication. The author (content curator) does not assume and hereby disclaims any liability to any party for any loss, damage, or disruption caused by errors or omissions, whether such errors or omissions result from accident, negligence, or any other cause.The information presented here could also be found in public knowledge domains.

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