SUM OF SALES REVENUE BASED ON SALESPERSON AND MONTH OF THE YEAR

meppwc

Well-known Member
Joined
May 16, 2003
Messages
626
Office Version
  1. 365
Platform
  1. Windows
I am lookin for a formula that will provide a sum of all sales for a particular person based on the month of the year that those sales were made
Column A is the date of all the sales for the year. (mm/dd/yyyy) Column B is a list of all the sales agent's names, and column C is the amount of each sale..
Lets say that Mike Smith made two sales that total $400 in the month of April. What would the formula be to come up with that $400 total?
 

Excel Facts

What do {} around a formula in the formula bar mean?
{Formula} means the formula was entered using Ctrl+Shift+Enter signifying an old-style array formula.
E.g.

Excel Formula:
=SUMIFS(C2:C51,B2:B51,E3,A2:A51,">="&E2,A2:A51,"<="&EOMONTH(E2,0))

where E3 is the cell with an agent's name and E2 is the cell with a month (i.e. 1st of x).
 
Upvote 0
Solution
Another option with the FILTER function. If you have data for more than 1 year then the formula in I2.
Book1
ABCDEFGHI
1DateAgentAmountAgentMonthAmountIf more than 1 year of data
23/1/2024Mike Smith88Mike Smith4400400
33/1/2024Judy West100Judy West4426426
43/25/2024Sam Wilson250Sam Wilson400
54/2/2024Mike Smith225
64/8/2024Mike Smith175
74/25/2024Judy West326
84/30/2024Judy West100
95/5/2024Mike Smith231
105/2/2024Sam Wilson455
Sheet1
Cell Formulas
RangeFormula
G2:G4G2=SUM(FILTER($C$2:$C$10,($B$2:$B$10=E2)*(MONTH($A$2:$A$10)=F2),0))
I2:I4I2=SUM(FILTER($C$2:$C$10,($B$2:$B$10=E2)*(MONTH($A$2:$A$10)=F2)*(YEAR($A$2:$A$10)=2024),0))
 
Upvote 0
Thank you both for the suggestions and solution. I appreciate it greatly
 
Upvote 0

Forum statistics

Threads
1,224,820
Messages
6,181,162
Members
453,021
Latest member
Justyna P

We've detected that you are using an adblocker.

We have a great community of people providing Excel help here, but the hosting costs are enormous. You can help keep this site running by allowing ads on MrExcel.com.
Allow Ads at MrExcel

Which adblocker are you using?

Disable AdBlock

Follow these easy steps to disable AdBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the icon in the browser’s toolbar.
2)Click on the "Pause on this site" option.
Go back

Disable AdBlock Plus

Follow these easy steps to disable AdBlock Plus

1)Click on the icon in the browser’s toolbar.
2)Click on the toggle to disable it for "mrexcel.com".
Go back

Disable uBlock Origin

Follow these easy steps to disable uBlock Origin

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back

Disable uBlock

Follow these easy steps to disable uBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back
Back
Top