Excel SUMIF by Month
Trying to total sales for one month in Excel can get messy when your data spans many dates. The clean approach is to set a start date and an end date, then sum only the matching rows. This guide shows a monthly SUMIF-style formula with a small sales table and a copy-ready example.
Formula Syntax
Use this base syntax for excel sumif by month and replace the ranges with your own spreadsheet columns.
SUMIF(range, criteria, sum_range)Need this formula for your exact sheet?
Generate a custom excel sumif by month formula with your own columns, criteria, and spreadsheet layout.
Step-by-step Example
A sales operations spreadsheet tracks Monthly sales report and needs a formula-driven result instead of manual filtering.
| Date | Revenue |
|---|---|
| 2026-01-05 | $420 |
| 2026-01-18 | $310 |
| 2026-02-02 | $280 |
Resulting formula
=SUMIFS(B:B,A:A,">="&DATE(2026,1,1),A:A,"<"&DATE(2026,2,1))The formula evaluates the Monthly sales report rows and returns $730. Replace the sample ranges with your actual columns, then adjust the criteria so the result matches your workbook.
Try It Now
The generator is pre-filled for excel sumif by month. Edit the prompt to match your columns, criteria, and spreadsheet layout.
Generated formula
How it works
Need more formulas every day?
HelpFormula Pro is $7.99/mo for faster spreadsheet work across Excel and Google Sheets.
- ✓ Higher daily formula generation limits
- ✓ Saved formula history for reuse
- ✓ Excel formula language selection
Common Variations
- Sum by month name
- Sum current month only
- Sum by month and product
FAQ
How do I set up Excel SUMIF by Month for Monthly sales report?
Map the sample columns to your own sheet first, then replace the formula ranges with the real ranges from your workbook. Keep text criteria in quotes and verify that date or number columns are stored as real values.
Can this formula handle sum by month name?
Yes. Use the same formula pattern and change the criteria, helper column, or lookup value for sum by month name. If the logic becomes more complex, generate a custom version with the free tool.
What should I check if the Excel SUMIF by Month result is wrong?
Check that every referenced range covers the same rows, locked references use dollar signs where needed, and the criteria type matches the data. For this page, also confirm that the Monthly sales report fields are formatted consistently.