# How to sum data by month, by quarter, by year?

1. ## How to sum data by month, by quarter, by year?

I have column B with pricing data and column C stating the billing plan.
The billing plans are either monthly, quarterly, or yearly.

What equations should I use to sum these based on the billing plan?

For the billing plan column, should I use numbers instead of words? (12 for yearly, 4 for quarterly, 1 for month)

Example:

A B C
January 2016 Price Plan
\$10 Monthly
\$40 Quarterly
\$120 Yearly
February 2016
\$10 Monthly

January 2016 Sum =\$170
February 2016 Sum =\$20
March 2016 Sum =\$20
April 2016 Sum =\$20
May 2016 Sum =\$60
...
January 2017 Sum =\$180

2. ## Re: How to sum data by month, by quarter, by year?

If you normalize your data with the following layout then you can use the Sumifs function

 v A B C 1 Month/Year Amount Plan 2 Jan-16 10 Monthly 3 Jan-16 40 Quarterly 4 Jan-16 120 Yearly 5 Feb-16 10 Monthly

3. ## Re: How to sum data by month, by quarter, by year?

How do I use SUMIF for multiple criteria?

How do I make the equation sum all of January's data in the month of January but ignore row 3 and row 4 when summing February?

I'm thinking I can make a dynamic column D based off of "Plan" column where column D will go from active to inactive based on time? (Don't know if this is necessary and don't know how to do)

4. ## Re: How to sum data by month, by quarter, by year?

Here is a link for = SumIfs

Note the s in the formula

http://www.techonthenet.com/excel/formulas/sumifs.php

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