Often you may want to sum the values of some dataset in Excel based on year.
For example, suppose we have the following dataset and we’d like to sum the total sales by 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 Year from Dates
Next, we need to use the =YEAR() function to extract the year from each date.
In our example, we’ll type the following formula in cell D2:
We’ll then drag and fill this formula down to every remaining cell in column D:
Step 3: Find the Unique Years
Next, we need to use the =UNIQUE() function to produce a list of unique years.
In our example, we’ll type the following formula in cell F2:
This will produce a list of unique years:
Step 4: Find the Sum by Year
Next, we will use the SUMIF(range, criterion, sum_range) function to find the sum of the sales made during each year.
In our example, we’ll type the following formula in cell G2:
=SUMIF($D$2:$D$10, F2, $B$2:$B$10)
We’ll then drag and fill this formula down to the remaining cells in column G:
This tells us:
- There were 117 total sales made in 2022.
- There were 50 total sales made in 2023.
- There were 86 total sales made in 2024.
- There were 25 total sales made in 2025.
The following tutorials explain how to perform other common tasks in Excel:
How to Sum by Month in Excel
How to Sum by Week in Excel
How to Sum by Category in Excel