FORMULA & SQL / TOTALS

Total for each month.
Tested, not guessed.

The Excel and Google Sheets formula and the SQL query, each run on the rows below. Open this with your own data ↗

The example rows

Row	A: Region	B: Rep	C: Amount	D: Order Date	E: Status	F: Customer
2	North	Ana	1,200	2026-03-01	Paid	Jo Smith
3	South	Ben	450	2026-03-15	Open	Raj Patel
4	North	Cy	300	2026-04-02	Paid	Lee Wong
5	East	Ana	980.50	2026-04-20	Paid	Mia Ross
6	North	Ben	75	2026-05-05	Open	Jo Smith
7	West	Dee	1,640	2026-05-18	Paid	Sam Okoro

The formula

Excel

=SUMIFS(C:C,D:D,">="&EOMONTH(D2,-1)+1,D:D,"<="&EOMONTH(D2,0))

The total of the Amount column (C:C) where the Order Date column (D:D) is at least the last day of the month minus 1 months from Order Date (D2) plus 1 and the Order Date column (D:D) is at most the last day of the month 0 months from Order Date (D2).

Gives each row the total for its month.

Run on the example rows:

Row	Result
2	1650
3	1650
4	1280.5
5	1280.5
6	1715
7	1715

The SQL

PostgreSQL

SELECT DATE_TRUNC('month', order_date) AS month, SUM(amount) AS total
FROM sales
GROUP BY 1
ORDER BY 1

Run on the example rows:

month	total
2026-03-01	1650
2026-04-01	1280.5
2026-05-01	1715

Other databases

MySQL

SELECT DATE_FORMAT(order_date, '%Y-%m-01') AS month, SUM(amount) AS total
FROM sales
GROUP BY 1
ORDER BY 1

SQL Server

SELECT DATEFROMPARTS(YEAR(order_date), MONTH(order_date), 1) AS month, SUM(amount) AS total
FROM sales
GROUP BY 1
ORDER BY 1

SQLite

SELECT strftime('%Y-%m-01', order_date) AS month, SUM(amount) AS total
FROM sales
GROUP BY 1
ORDER BY 1

BigQuery

SELECT DATE_TRUNC(order_date, MONTH) AS month, SUM(amount) AS total
FROM sales
GROUP BY 1
ORDER BY 1

Snowflake

SELECT DATE_TRUNC('month', order_date) AS month, SUM(amount) AS total
FROM sales
GROUP BY 1
ORDER BY 1

Your own data

Paste your rows into the free tool and it writes this for your columns, then runs it on your data before you copy it. Open the tool ↗

Total for each month. Tested, not guessed.

The example rows

The formula

The SQL

Your own data

Related

Total for each month.
Tested, not guessed.