For a side-by-side comparison of formulas vs. Pivot Table solutionĪ pivot table is another excellent solution when you need to summarize data by year, month, quarter, and so on, because it can do this kind of grouping for you without any formulas at all. This allows you to use valid Excel dates in column E (required for the formula) and display them how as you like. Select the dates, then use Control + 1 to bring up the Format Cells Dialog box and apply the date format as shown below: When you use the WorksheetFunction.SUM to add a sum to a range in your worksheet, a static sum is returned, not a flexible formula. To display the dates in E5:E10 as names only, you can apply a the custom number format "mmmm". The procedure above will only add up the cells in Range(D2:D10) if the corresponding cell in column C 150. One nice feature of this formula is that it automatically ignores time values that may be attached to dates, so there is no need worry about the logic for dates+times that may occur on the last day of the month, as with SUMIFS above. The SUMIFS function can perform this kind of operation in a self-contained formula because SUMIFS requires a range for the dates you can't substitute an array. The general structure is below, where "first" represents the first day of a month, and "last" is the last day of a month: SUMIFS is in a group of functions that split criteria into two parts, so we also need to concatenate the dates to the logical operators. In this case, we need configure SUMIFS to sum amounts by month using two criteria: one to match dates greater than or equal to the first day of the month, one to match dates less than or equal to the last day of the month. The SUMIFS function can sum values in ranges based on multiple criteria. If you prefer to display month names only, you can do this with a custom number format, as explained below. Note that the dates in E5:E10 are first-of-month dates for each month we want to sum by. To perform this task, we are using the SUMIFS function, which can sum numeric values based on multiple criteria.Below, we look at an alternative based on the SUMPRODUCT function, which is a bit more flexible.īoth solutions below use the the named ranges amount (C5:C16) and date (B5:B16) for convenience only, you can also use absolute references instead. In this case, we are taking into the account the year as well, so the subtotals will be for January 2021, February 2021, etc. In this example, the goal is to sum the amounts shown in column C by month using the dates in column B.
0 kommentar(er)
