How can I sum values month-to-date in Excel, considering the year as well?

Answered on : 2024-01-23

Sources

Sum Values Based on the Month [SUMIF] (Excel Formula)

excelchamps.com

1

Sum by month - Excel formula

exceljet.net

2

Excel: How to Sum Values by Month and Year

statology.org

3

view 6 more

To sum values month-to-date in Excel while considering the year, you can use formulas like SUMIFS or SUMPRODUCT. Here's a simple guide:

1. **SUMIFS Formula:**

- Use the SUMIFS function, specifying the date column, a criteria range for the month, and another for the year.

- Example: `=SUMIFS(data_range, date_column, ">="&DATE(year, month, 1), date_column, "<="&DATE(year, month+1, 1))`[1].

2. **SUMPRODUCT Formula:**

- Ignore the year when summing values by using the SUMPRODUCT function.

- Example: `=SUMPRODUCT((MONTH(date_range)=month)*(data_range))`[2].

3. **Alternate Method:**

- Combine MONTH and YEAR functions with SUMIFS for more flexibility[4][9].

Remember to adjust the references based on your specific data and requirements.

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