Tip: Other languages are Google-Translated. You can visit the English version of this link.
Log in


How to sum data by weekday/month/quarter/year in Excel?

Let’s say you need to calculate monthly totals based on all purchase orders occurred in last year. Comparing to tediously sum every monthly total one by one with formulas, there are some tricks that can help you mass sum data by weekday, month, quarter, or years in Excel easily.

Sum data by month/quarter/year with Pivot Table

Sum data by weekday/month/year with Kutools for Excel

Excel Productivity Tools

Office Tab: Bring powerful tabs to Office (include Excel), just like Chrome, Safari, Firefox and Internet Explorer. Save you half the time, and reduce thousands of mouse clicks for you. 30-day Unlimited Free Trial

Kutools for Excel: Save 70% of your time and solve 80% Excel problems for you. 300+ advanced features designed for 1500+ work scenario, make Excel much easy and increase productivity immediately. 60-day Unlimited Free Trial

This method is talking about summing data by month, quarter, or year with a pivot table in Excel. See the detailed steps as follows:

1. Select original data that you will sum by month/quarter/year, and click Insert > PivotTable (or Insert > PivotTable > PivotTable). See screenshot:

2. In the opening Create PivotTable dialog box, specify a place that you will put the created pivot table at, and click the OK button. See screenshot above:

3. Now PivotTable Fields pane is opening on the right of worksheet, drag the Date field (the field you will sum by) to Rows section, and drag the Amount field (the field you will sum) to Values section. See below screenshot:

Note: Apart from dragging, you can also right click the Date field and select Add to Row Labels from the right-clicking menu, and right click the Amount field and select Add to Values from the right-clicking menu. See screenshot above:

4. Now go to the pivot table, right click any date in the Row Labels column, and select Group from the right-clicking menu. See screenshot below:

5. In the opening Grouping dialog box, click to highlight a criteria you will sum by in the By box, and click the OK button. In our case, we click to highlight the Months. See screenshot above:

So far we have created a pivot table and sum the amounts by each month as below screenshot shown:

You may have noticed that the pivot table is not able to sum data by weekday. Do not worry! This method will introduce Kutools for Excel utilities to sum data by weekday, month, or year easily as follows:

Kutools for Excel - Combines more than 300 Advanced Functions and Tools for Microsoft Excel

1. Select the date cells that you will sum data by, and click Kutools > Format > Apply Date Formatting.

2. In the opening Apply Date Formatting dialog box, click to highlight a date formatting which shows a date as only month, weekday, or year based on your needs, and then click the Ok button. See screenshot above:

In our case, we click to highlight the date formatting of “Wed”.

3. Keep selecting the date cells, and click Kutools > To Actual to convert dates to text of weekday names.

4. Select the data range that you will sum by weekday, month, or year, and click Kutools > Content > Advanced Combine Rows.

5. In the opening Combine Rows Based on Column dialog box, please do as follows:

(1) Select the Date column which you will sum by, and click Primary Key button;

(2) Select the Amount column which you will sum, and click Calculate > Sum.

(3) Set combining rules for other columns, and click the Ok button.

Now you will see the data range has been summed by every weekday, month, or year based on your settings. See below screenshot:

Kutools for Excel - Includes more than 300 handy Excel tools. Full feature free trial 60-day, no credit card required! Get it now!

In this Video, the Kutools tab and the Kutools Plus tab are added by Kutools for Excel. If need it, please click here to have a 60-day free trial without limitation!

Excel Productivity Tools

Ribbon of Excel (with Kutools for Excel installed)

300+ Advanced Features Increase Your Productivity by 70%, and Help You To Stand Out From Crowd!

Would you like to complete your daily work quickly and perfectly? Kutools For Excel brings 300+ cool and powerful advanced features (Combine workbooks, sum by color, split cell contents, convert date, and so on...) for 1500+ work scenarios, helps you solve 80% Excel problems.

  • Deal with all complicated tasks in seconds, help to enhance your work ability, get success from the fierce competition, and never worry about being fired.
  • Save a lot of work time, leave much time for you to love and care the family and enjoy a comfortable life now.
  • Reduce thousands of keyboard and mouse clicks every day, relieve your tired eyes and hands, and give you a healthy body.
  • Become an Excel expert in 3 minutes, and get admiring glance from your colleagues or friends.
  • No longer need to remember any painful formulas and VBA codes, have a relaxing and pleasant mind, give you a thrill you've never had before.
  • Spend only $39, but worth than $4000 training of others. Being used by 110,000 elites and 300+ well-known companies.
  • 60-day unlimited free trial. 60-day money back guarantee. Free upgrade and support for 2 years. Buy once, use forever.
  • Change the way you work now, and give you a better life immediately!

Office Tab Brings Efficient And Handy Tabs to Office (include Excel), Just Like Chrome, Firefox, And New IE

  • Increases your productivity by 50% when viewing and editing multiple documents.
  • Reduce hundreds of mouse clicks for you every day, say goodbye to mouse hand.
  • Open and create documents in new tabs of same window, rather than in new windows.
  • Help you work faster and easily stand out from the crowd! One second to switch between dozens of open documents!
Say something here...
symbols left.
You are guest ( Sign Up? )
or post as a guest, but your post won't be published automatically.
Loading comment... The comment will be refreshed after 00:00.

Be the first to comment.