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Often you may want to sum the values of some dataset in Excel based on quarter.

For example, suppose we have the following dataset and weâ€™d like to sum the total sales by quarter:

The following step-by-step example shows how to do so.

**Step 1: Enter the Data**

First, enter the data values into Excel:

**Step 2: Enter the Quarters**

Next, weâ€™ll manually create a list of the four quarters in a new column:

**Step 3: Calculate the Sum by Quarter**

Next, weâ€™ll type the following formula into cell **E2** to calculate the sum of sales for the first quarter:

=SUMPRODUCT((ROUNDUP(MONTH($A$2:$A$14)/3,0)=D2)*$B$2:$B$14)

Weâ€™ll then drag and fill this formula down to the remaining cells in column E:

From the output we can see:

- There were
**71**total sales made in the first quarter. - There were
**38**total sales made in the second quarter. - There were
**130**total sales made in the third quarter. - There were
**66**total sales made in the fourth quarter.

We can verify these values are correct by manually calculating the sum of sales for a given quarter.

For example, the total sales in the first quarter (January, February, March) can be calculated as:

First Quarter Sales: 30 + 12 + 15 + 14 = **71**

This matches the value calculated by our formula.

**Additional Resources**

The following tutorials explain how to perform other common tasks in Excel:

How to Sum by Year in Excel

How to Sum by Month in Excel

How to Sum by Week in Excel