Logo Questions Linux Laravel Mysql Ubuntu Git Menu
 

Sum values in a column based on date

Tags:

excel

I have written this function that will give me a monthly sum for two columns: one has the date of each order, one has the cost of each order.

=SUMIF($C$1:$C$1000,">="&DATE(2010,6,1),$D$1:$D$1000)-SUMIF($C$1:$C$1000,">="&DATE(2010,7,1),$D$1:$D$1000)

Using data like this:

8/16/10 17:00 7.99
8/16/10 14:25 7.99 
8/15/10 22:42 7.99

I end up with a table like this:

May     998
June    968.28
July   1239.76
August  514.96

However, now I would like to do daily sums and using my way I have to hand edit each row.

How can I do this better in Excel?

like image 780
Andrew Johnson Avatar asked Aug 17 '10 23:08

Andrew Johnson


People also ask

How do I sum data by day in Excel?

(1) Select the Date column which you will sum by, and click Primary Key button; (2) Select the Amount column which you will sum, and click Calculate > Sum. (3) Set combining rules for other columns, and click the Ok button.


2 Answers

Following up on Niketya's answer, there's a good explanation of Pivot Tables here: http://peltiertech.com/WordPress/grouping-by-date-in-a-pivot-table/

For Excel 2007 you'd create the Pivot Table, make your Date column a Row Label, your Amount column a value. You'd then right click on one of the row labels (ie a date), right click and select Group. You'd then get the option to group by day, month, etc.

Personally that's the way I'd go.

If you prefer formulae, Smandoli's answer would get you most of the way there. To be able to use Sumif by day, you'd add a column with a formula like:

=DATE(YEAR(C1), MONTH(C1), DAY(C1))

where column C contains your datetimes.

You can then use this in your sumif.

like image 195
David Avatar answered Nov 17 '22 16:11

David


Use a column to let each date be shown as month number; another column for day number:

      A      B       C         D
   -----  ----- ----------- --------
1     8      6    8/6/2010   12.70
2     8      7    8/7/2010   10.50
3     8      7    8/7/2010    7.10
4     8      9    8/9/2010   10.50
5     8     10   8/10/2010   15.00

The formula for A1 is =Month(C1)

The formula for B1 is =Day(C1)

For Month sums, put the month number next to each month:

      E      F         G     
   -----  ----- -------------  
1     7    July   $1,000,010 
2     8     Aug   $1,200,300 

The formula for G1 is =SumIf($A$1:$A$100, E1, $D$1:$D$100). This is a portable formula; just copy it down.

Total for the day will be be a bit more complicated, but you can probably see how to do it.

like image 28
Smandoli Avatar answered Nov 17 '22 17:11

Smandoli