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How to Sum Values by Month in Excel with SUMIFS

By Rinkesh Shah · Business Analyst, 8 years in data · Updated 2026-10-31

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Monthly totals are in nearly every report. The reliable way is SUMIFS with a start date and an end date. It does not need a helper column and it works on any date range.

Set up the month list

In F2 type the first day of the first month, for example 01-Jan-2026. In F3 use =EDATE(F2,1) and copy down. Format the cells as mmm-yyyy.

The formula

Dates in column A and sales in column C. In G2:

=SUMIFS($C$2:$C$1000, $A$2:$A$1000, ">="&F2, $A$2:$A$1000, "<="&EOMONTH(F2,0))

It adds every sale from the first day of the month to the last day of that month.

Add another condition

To total one region only, add one more pair: , $B$2:$B$1000, "North".

Why this beats SUMIF with TEXT

Some people compare TEXT(date,"mmm") with the month name. It mixes up the same month from different years. A date range avoids that mistake.

Avoid the end-of-month time trap

If your dates contain a time of day, a sale at 5 pm on the last day is larger than the date itself and gets missed. In that case use "<"&EDATE(F2,1) (less than the first day of the next month) instead.

Pivot table alternative

A pivot table can group dates by month in two clicks. Use SUMIFS when you need a fixed layout, such as a monthly summary table that feeds a chart.

Worked example

Dates in A2:A100, amounts in B2:B100, month start 1-Oct-2026 in E1. =SUMIFS(B2:B100,A2:A100,">="&E1,A2:A100,"<="&EOMONTH(E1,0)) gives October total.

Common mistakes

Frequently asked questions

How do I sum by month name?

Add a helper column =TEXT(A2,"mmm yyyy") and use SUMIFS on it.

Can a PivotTable do this?

Yes, and it is faster to build. Group the dates by Months.

What if dates include time?

Use "<"&EOMONTH(E1,0)+1.

Practice this online, free

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Practice these formulas: SUMIFS, EOMONTH, EDATE.

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