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

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.

doc sum by month and year 1

Sum values based on month and year with formula

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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:

doc sum by month and year 2

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.

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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:

doc sum by month and year 3

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

doc sum by month and year 4

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:

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:

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

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