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

Test for Multiple Conditions in IF?
Use AND(test, test, test, test) or OR(test, test, test, ...) as the logical_test argument of IF.
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

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