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Excel SUMIFS Function to Sum Only for Dates In a Certain Month and Year?

Writer Matthew Barrera

I have a range of dates in a worksheet that run across an entire row in format mm/dd/yyyy. As part of a SUMIF function I'd like to add up all the "points" that fall within a month/year combination (which would be specified via a cell reference). Any thoughts on how to do this? Should I instead try an If statement nested within SUM?

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1 Answer

As @Scott Craner said, you can bookend the first and last dates of the month and then use a SUMIFS to add up all the "points".

Here's a simple example with a value of 1 in column B for every day in a month. Enter any date D3, and the formula in E3 will add up all the values in column B if the date in column A is between the first and last days of the month.

=SUMIFS(B:B,A:A,">="&DATE(YEAR(D3),MONTH(D3),1),A:A,"<="&EOMONTH(D3,0))

If you're using a text field in D3 instead of a date, you'd have to add DATEVALUE() to the formula to convert it to a date before extracting the first and last days of the month.

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And here it is with the dates transposed into columns instead of rows. Same idea, but maybe harder to see in the screenshot.

enter image description here

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