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How to sum values based on month and year in Excel?

Author Xiaoyang Last modified

If you have a range of data, column A contains some dates and column B has the number of orders, now, you need to sum the numbers based on month and year from another column. In this case, I want to calculate the total orders of January 2016 to get the following result. And this article, I will talk about some tricks to solve this job in Excel.

sum by month and year

Sum values based on month and year with formula

Sum values based on month and year with Kutools for Excel

Sum values based on month and year with formula

The following formula may help you to get the total value based on month and year from another column, please do as follows:

Please enter this formula into a blank cell where you want to get the result: =SUMPRODUCT((MONTH(A2:A15)=1)*(YEAR(A2:A15)=2016)*(B2:B15)), (A2:A15 is the cells contain the dates, B2:B15 contains the values that you want to sum, and the number 1 indicates the month January, 2016 is the year.) and press Enter key to get the result:

sum by month and year with formula

Sum values based on month and year with Kutools for Excel

If you are not interested in above formula, here, I can introduce you a handy tool-Kutools for Excel, it can help you to solve this task as well.

Kutools for Excel offers over 300 advanced features to streamline complex tasks, boosting creativity and efficiency. Enhanced with AI capabilities, Kutools automates tasks with precision, making data management effortless. Detailed information of Kutools for Excel...         Free trial...

After installing Kutools for Excel, please do as follows:

1. Firstly, you should copy and paste the data to backup original data.

2. Then select the date range and click Kutools > Format > Apply Date Formatting, see screenshot:

click Apply Date Formatting feature of kutools

3. In the Apply Date Formatting dialog box, choose the month and year date format Mar-2001 that you want to use. See screenshot:

choose the month and year date in the dialog box

4. Click Ok to change the date format to month and year format, and then select the data range (A1:B15) that you want to work with, and go on clicking Kutools > Merge & Split > Advanced Combine Rows, see screenshot:

click Advanced Combine Rows feature of kutools

5. In the Advanced Combine Rows dialog box, set the Date column as Primary Key, and choose the calculation for the Order column under Calculate section, in this case, I choose Sum, see screenshot:

<set options in the Advanced Combine Rows dialog box

6. Then click Ok button, all the order numbers have been added together based on the same month and year, see screenshot:

the result of summing by month and year with kutools

Go to Download Kutools for Excel and free trial Now!

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