How to Sum per Month in Excel and add more criteria like Product, Customer etc | Sumifs function

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  • Опубліковано 1 вер 2023
  • How to Sum per Month in Excel and add more criteria like Product, Customer etc | Sumifs function
    In this Excel video tutorial, let's learn how to Sum per month in an Excel spreadsheet for example. Let's learn how to sum per month and even use one more criterion such as product or customer. How to sum if the condition is met in Excel.
    so that we can use the sum formula in Excel or the sum function in Excel to add judiciously and add only what we need, we can use the sum formula in Excel or the sum function with a criteria.
    The SUMIF function sums the values in a range that meet a criteria you specify.
    In this practical example of Excel, let's add up by months, that is, how much was sold in each of the months, how much was sold in the month of January, February, March, April, and so on. Excel as for example the name of the product or the name of the customer.
    so that we can sum per months we first need to have the months extracted from the dates that is we will need to extract only the month from a complete date and for that we can use the text function or even the text function in Excel spreadsheet.
    the text formula allows us to extract from a complete date just the day or just the month or just the year and in this way we manage to have the criteria we need to use in the sum if function which is the criterion of the month.
    #JopaExcel #Dashboard #Excel

КОМЕНТАРІ • 36

  • @abbaaminu6003
    @abbaaminu6003 5 днів тому

    Thanks great video 🎉

  • @Nieldyboy
    @Nieldyboy 2 місяці тому

    You deserve an award for this. Thank you!

  • @deeckl
    @deeckl 5 місяців тому +1

    After watching 4 confusing videos, this is the BEST ONE!!!! Thanks soooooooo much

    • @JopaExcel
      @JopaExcel  5 місяців тому

      Thank you. Great to hear that! 🙏👍

  • @tekuyung1
    @tekuyung1 5 місяців тому

    The most simple and straight to the point video!

  • @jaspreetjohl5250
    @jaspreetjohl5250 Місяць тому

    OMG!! so you may have noticed I have commented a few times on your videos as im trying your method AND IT WORKED!!!! thank you so much for your tutorial!!!

    • @JopaExcel
      @JopaExcel  Місяць тому

      I'm happy to help. 🙏👍 And, yes, I did see your comments. Thanks for the feedback. Glad to help!

  • @paulemmanueligubor3202
    @paulemmanueligubor3202 5 місяців тому

    Very Helpful especially in dealing with the dates. Thanks

  • @ryantubehd9392
    @ryantubehd9392 Місяць тому

    Thank you sooooo, sooooo much. I spent 2 hrs last night trying to work this out and this morning, your's was the first video I looked at and it worked immediately. Thank you so much for sharing you knowledge. I've subscribed too :)

    • @JopaExcel
      @JopaExcel  Місяць тому +1

      Ryan, thanks for the feedback. Glad it was useful! 🙏👍 Now, instead of spending 2 hours, you will only spend 5 minutes. SUMIF is the best

  • @udhayakumark2772
    @udhayakumark2772 6 місяців тому

    Thank you so much Dear

  • @akashcnakod1017
    @akashcnakod1017 Місяць тому

    Thank you it solved the issue

  • @guelphmortgagebroker
    @guelphmortgagebroker 2 місяці тому

    Thanks! This was helpful.

    • @JopaExcel
      @JopaExcel  2 місяці тому

      Glad it helped! 🙏👍

  • @yousafoilmills3787
    @yousafoilmills3787 4 місяці тому

    excellent

  • @shashaa.s.5146
    @shashaa.s.5146 26 днів тому

    Very helpful! ❤

    • @JopaExcel
      @JopaExcel  24 дні тому

      Glad it was helpful!🙏👍

  • @toyosiabayomi326
    @toyosiabayomi326 10 місяців тому

    Thank you

    • @JopaExcel
      @JopaExcel  10 місяців тому

      I'm glad you liked it! Thank you 🙏👍

  • @CaptainNaingMyoZaw
    @CaptainNaingMyoZaw 7 місяців тому

    Thank sir

    • @JopaExcel
      @JopaExcel  7 місяців тому

      Glad it was useful. Thank you 🙏👍

  • @stevenparker3952
    @stevenparker3952 Місяць тому

    How would I for example calculate the cost of staff travelling & hotel costs, broken down by their names and then the month? Is the principle the same?

  • @neil9768
    @neil9768 3 місяці тому

    Thanks

    • @JopaExcel
      @JopaExcel  3 місяці тому

      You're welcome, Neil! And thank you for the donation. 🙏👍

  • @RituKS-pics
    @RituKS-pics 6 місяців тому

    If I wanted to calculate data for a particular product twice a month (1st and the 15th), what other criteria can I add?

  • @mr.gk5
    @mr.gk5 2 місяці тому

    Can you just go to cell format, custom and change the date format to mmm? I think it'd be much faster

  • @Nieldyboy
    @Nieldyboy 2 місяці тому

    Do you know how to, say, if I had multiple figures in a Month? Some Pluss and some Minus, how can I have two separate columns with the total of the minus and a total of the positive?

  • @Rk-bh7ru
    @Rk-bh7ru 3 місяці тому

    what to do when we have more columns of date..

  • @Kmoxstar
    @Kmoxstar 4 місяці тому

    How do I accomplish that without adding the column for month?

  • @MKay-xt9cu
    @MKay-xt9cu 6 місяців тому

    hi. may i know what if i want the criteria range to include the year as well? for example for feb 2022 and march 2023 what are the total $?

    • @gtiw7
      @gtiw7 5 місяців тому

      Refer to the video at 2:44 - instead of "mmm" you should type "mmm"&" "&"yyyy" then it will show the year as well in the criteria range.

    • @MKay-xt9cu
      @MKay-xt9cu 5 місяців тому

      @@gtiw7 thanks for the reply. okay ill try it later!

  • @touchoflight877
    @touchoflight877 5 місяців тому

    How to solve by placing the product in place of the month and the product in the place of the month?
    Please help

  • @najmulhasan3519
    @najmulhasan3519 5 місяців тому

    It was nice, but when year change how get specific year data?

    • @JopaExcel
      @JopaExcel  4 місяці тому

      In the same way that we have a column in our table with the months of each of the dates, we also need to have a column in our table that extracts the year from the dates (you can use "YYY"). Now, we can use one more criteria in the SUMIFS function, in this case, the year.
      Anyhow, I gonna make a video about this subject. Add up values per Days, Months and Years.

  • @jennifercatubay
    @jennifercatubay Місяць тому

    How to make formula using excel below 50000 =250 , above 50000=400