Often you may want to sum the values of a dataset in Excel based on month and year.

For example, suppose we have the following dataset and we’d like to sum the total sales by month and year:

The following step-by-step example shows how to do so.

**Step 1: Enter the Data**

First, enter the data values into Excel:

**Step 2: Extract the Month and Year from Dates**

Next, type the following formula into cell **C2** to extract the month and year from the date in cell **A2**:

=TEXT(A2, "mmm yyyy")

We can then click and drag this formula down to each remaining cell in column C:

**Step 3: Find the Unique Month and Year Combinations**

Next, we can type the following formula into cell **E2** to extract a list of unique month and year combinations:

=UNIQUE(C2:C15)

The following screenshot shows how to use this formula in practice:

**Step 4: Calculate Sum by Month and Year**

Next, we can type the following formula into cell **F2** to calculate the sum of sales for each date in January 2022:

=SUMIF($C$2:$C$15, E2, $B$2:$B$15)

We can then click and drag this formula down to each remaining cell in column F:

From the output we can see:

- There were
**33**total sales made in January 2022. - There were
**60**total sales made in May 2022. - There were
**20**total sales made in June 2022.

And so on.

**Additional Resources**

The following tutorials explain how to perform other common operations in Excel:

How to Sum by Year in Excel

How to Sum by Month in Excel

How to Sum by Week in Excel