Conditional Logicbeginner
Nested IF grade scale
=IF(B2>=90,"A",IF(B2>=80,"B",IF(B2>=70,"C",IF(B2>=60,"D","F"))))
Excel how-to guide
How to sumifs monthly revenue in Excel
Build a monthly reporting sheet that totals one category without creating a pivot table first.
Step-by-step instructions
How to sumifs monthly revenue — 3 steps
1
Point SUMIFS at the amount column you want to total.
2
Add a category criterion so only the selected category is included.
3
Add a start-date and next-month boundary so only one month of rows qualifies.
Example data
Worked example
| Category | Date | Amount |
|---|---|---|
| Software | 2026-01-03 | 1200 |
| Software | 2026-01-19 | 980 |
| Services | 2026-01-22 | 450 |
Common mistakes
Errors to watch out for
Total is zero
Your dates may be stored as text instead of true date values, which prevents the date criteria from matching.
FAQ
Frequently asked questions
Why use a start date and next-month date?
It creates a clean month window that includes every date in the target month without worrying about month lengths.
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