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How to do Sumif by Year

We can use the SUMIFS Function to sum selected cells based on the values of the particular year we wish to add. The steps below will walk through the process.

Figure 1: How to do Sum if by Year

Syntax

=SUMIFS(sum_range,date_range,”>=”&DATE(year,1,1),date_range,”<=”&DATE(year,12,31)

Formula

=SUMIFS($B$4:$B$11,$A$4:$A$11,">="&DATE(D4,1,1),$A$4:$A$11,"<="&DATE(D4,12,31))

Setting up the Data

  • We will set up the data by inputting the Dates into Column A
  • We will input the expenditure for each day in Column B
  • Column D contains the years where expenditure was incurred
  • Column E is where the formula will return the Total expenditure for 2017, 2018, and 2019

Figure 2: Setting up the Data

Sumif by Year

  • We will click on Cell E4
  • We will insert the formula below into the cell
    =SUMIFS($B$4:$B$11,$A$4:$A$11,">="&DATE(D4,1,1),$A$4:$A$11,"<="&DATE(D4,12,31))
  • We will press the enter key

Figure 3: Sum of Expenditure for 2017

  • We will click on Cell E4 again
  • We will double-click on the fill handle (the small plus sign at the bottom right of Cell E4) and drag down to copy the formula into the other cells

Figure 4: Total Expenditure for 2017, 2018, and 2019

Explanation

=SUMIFS($B$4:$B$11,$A$4:$A$11,">="&DATE(D4,1,1),$A$4:$A$11,"<="&DATE(D4,12,31))

=SUMIFS(sum_range,date_range,”>=”&DATE(year,1,1),date_range,”<=”&DATE(year,12,31)

In this formula, the First DATE section is use to instruct that only cells greater than or equal to the DATE specified in Cell D4 are summed. This date is 2017/1/1, where 2017 is the year, 1 is the month, and the last 1 is the day.

For the Last Date section in the formula, it instructs that only cells lesser than or equal to the DATE specified in Cell D4 are summed. This date is 2017/12/31.

After meeting the criteria for the date_range ($A$4:$A$11), the values in the adjacent cells in Column B are searched for and summed.

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Another blog reader asked this question today on Excelchat:
need a pivot table with to sum by year, ft/pt camden and newark.tuition and enrollment
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I have a table of checks with a date in column A and an amount in B. I want formulas to sum by year. =SUMIF(YEAR(A1:A10),2017,B1:B10) gives an error. If I add a column C with =YEAR(A1:A10) then =SUMIF(C1:C10),2017,B1:B10) works. Why? Better way short of a pivot table?
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