Quick, clean, and to the point

Sum if by year

Excel formula: Sum if by year
Generic formula 

If you need to sum if by year, you can use the SUMIFS function with two criteria. In the example shown, the formula in H6 is:


The result is a total of amounts for 2011. When copied down, the formula also creates a total for 2012 and 2013.


The first argument for SUMIFs is always the range to sum ("sum_range"), and criteria are supplied as one or more range / criteria pairs.

In this example, the sum range is a named range called "amount" (E3:E2931), and the criteria are supplied in two pairs, both using a named range called "date" (B3:B2931).

In each case, the DATE function is used in the criteria to build two valid dates, both using with the same year:

1. The first day of 2011
2. The last day of 2011

These dates appear in the formula as follows:

date, ">="&DATE(G6,1,1) // date is >= to 1/1/2011
date, "<="&DATE(G6,12,31) // date is <= 12/31/2011

As a result, the formula returns a total sum for all amounts in the year 2011 only.

Because we are using a cell reference to supply the year, the formula can be copied down to create totals for 2012 and 2013 as well.

Dave Bruns

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