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Sum by Month

Posted on 2016-09-02
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Last Modified: 2016-09-02
Experts, I am looking for a formula to sum by month but the month is text.
I have a spreadsheet attached and think you can see what I mean.

let me know if you need additional info.
EE_sumMonth.xlsx
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Question by:pdvsa
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13 Comments
 
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Expert Comment

by:Rgonzo1971
ID: 41781139
Hi,

pls try

=SUMIF(2:2,MONTH(B7),5:5)

and change the month to date and format it as "MMMM"

Regards
EE_sumMonthV1.xlsx
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Accepted Solution

by:
Subodh Tiwari (Neeraj) earned 500 total points
ID: 41781151
Place the date 8/1/2016 in B7 then in C7 place the below formula
=EOMONTH(B7,0)+1

Open in new window

And copy across and then apply the custom number format to B7:E7 with "mmmm". That will show you the Month names.

Now in B8, try this Array Formula which requires confirmation with Ctrl+Shift+Enter instead of Enter alone.
in B8
=SUM(IFERROR((MONTH($B$1:$FM$1)=MONTH(B7))*$B$5:$FM$5,0))

Open in new window

and then copy across and format as currency.

For details, refer to the attached.
EE_sumMonth.xlsx
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LVL 30

Expert Comment

by:Subodh Tiwari (Neeraj)
ID: 41781158
If you have Row2 available with the Month number populated manually, Rgonzo's formula will do the trick.
The formula I suggested didn't use the Row2 as a reference.
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LVL 51

Expert Comment

by:Ryan Chong
ID: 41781169
if I understand it correctly...

for column B8, try use formula:
=SUMIF(1:1,DATEVALUE("1 "&OFFSET( B7,0,1) &YEAR(NOW()))-1,5:5  )

Open in new window

but be careful if you handling cases which crossing the year.
EE_sumMonth_b.xlsx
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Expert Comment

by:ProfessorJimJam
ID: 41781350
wow :)
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Expert Comment

by:Subodh Tiwari (Neeraj)
ID: 41781356
What happened Professor? :)
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LVL 26

Expert Comment

by:ProfessorJimJam
ID: 41781362
i opened this question to answer, noticed 3 experts already provided three different solution. :)
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Expert Comment

by:Subodh Tiwari (Neeraj)
ID: 41781365
That's makes EE special. :)
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LVL 26

Expert Comment

by:ProfessorJimJam
ID: 41781371
yes :)
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LVL 30

Expert Comment

by:Subodh Tiwari (Neeraj)
ID: 41781390
If you have a solution different from already posted above, please go ahead and post it.
That would be interesting and I think we learn from each other as well. :)
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Author Closing Comment

by:pdvsa
ID: 41781435
great job again.  You are quite knowledgeable of excel. :0)
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Author Comment

by:pdvsa
ID: 41781439
sorry but I didnt see Rgonzo's response.  I did like the EOMONTH function used by Neeraj.
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Expert Comment

by:Subodh Tiwari (Neeraj)
ID: 41781494
You're welcome. Glad to help.
And thanks for the feedback and compliment. Much appreciated. :)
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