The article below explains two approaches.

One approach is based on theSUMIFS function, which can sum numeric values based on multiple criteria.

The second approach is based on theSUMPRODUCT function, which allows a more flexible solution.

Custom number format to display month names

For convenience, both solutions use thenamed rangesamount(C5:C16) anddate(B5:B16).

See below for more information.

SUMIFS solution

TheSUMIFS functioncan sum values in ranges based on multiple criteria.

Custom number format to display month names

Notice we need toconcatenatethe dates tological operators, as required by the SUMIFS function.

Using EDATE is a simpler and more robust solution.

The TRUE value in this array corresponds to the only date in January 2022.

Custom number format to display month names

This array is then multiplied by the values inamount.

For a side-by-side comparison of formulas vs. pivot tables, see this video:Why pivot tables.

in a text string with the number format of your choice.

Custom number format to display month names

Custom number format to display month names

Excel formula: Sum by month in columns

Excel formula: Sum by year

Excel formula: Sum by week

Excel formula: Sum by month ignore year

Excel formula: Get month name from date

Excel SUMIFS function

Excel EDATE function

Excel SUMPRODUCT function

Excel TEXT function

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Custom number format to display month names