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How to sum values by quarter in Excel and Google Sheets
Topic:SUM & aggregationExcel & Google Sheets
=SUMPRODUCT((INT((MONTH(A2:A5)-1)/3)+1=B2)*(C2:C5))Try it with your data
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Step by step
- 1Put your dates in column A, amounts in column B, and the target quarter number (1–4) in a reference cell such as D1.
- 2Use =INT((MONTH(date)-1)/3)+1 to convert any date to its quarter number (1=Q1, 2=Q2, etc.).
- 3Wrap in SUMPRODUCT: =SUMPRODUCT((INT((MONTH(A2:A100)-1)/3)+1=D1)*(B2:B100)) to sum all rows whose date falls in the target quarter.
- 4Adjust the range A2:A100 and B2:B100 to match your actual data size.
Tips
- Add a YEAR() check inside SUMPRODUCT if your data spans multiple years: (YEAR(A2:A100)=2024)*(INT((MONTH(A2:A100)-1)/3)+1=D1)*(B2:B100).
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Frequently asked
Can I use a PivotTable to sum by quarter instead?
Yes — group a date field by Quarter in a PivotTable for a no-formula alternative that automatically handles multiple years.
What if my dates are stored as text?
Convert them first with DATEVALUE() or use Data > Text to Columns to parse them as real date values before applying MONTH().
More on SUM & aggregation
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SUMPRODUCT
Multiply ranges together row by row and sum the result — ideal for weighted totals.
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Add up an entire column with SUM. Total a whole column or a fixed range — identical in Excel and Google Sheets.
Error fixFix 0
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ReferenceSUBTOTAL
Aggregate a range (sum, average, count…) while ignoring other SUBTOTALs and, optionally, hidden rows. Ideal under filters.
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