Sum Current Month Data Using Query Function in Google Sheets

Are you tired of struggling with date criteria in Query functions in Google Sheets? Trust me, you’re not alone! Remembering the syntax can be a real headache. Luckily, I’m here to share a simple solution that will make your life easier. Let’s dive in and discover how to sum current month data using the Query function in Google Sheets.

The Role of Year(), Month(), and Now() Scalar Functions

To begin, we need to filter the data that falls within the current month. By utilizing the month() scalar function, we can easily achieve this. Here’s an example Query formula that filters records for the month of September:

=query(B1:D,"Select * where month(B)=8")

Please note that the month number in Query starts from 0 to 11, not 1 to 12. So, using the number 8 will represent September, not August.

Google Sheets - Sum Current Month Data Using Query Function

To dynamically filter the current month using Query, we can replace the number 8 with month(now()). This ensures that your data will always reflect the current month. However, a challenge arises when you come across records with dates from different years. In that case, we can use the Year() scalar function to resolve the issue.

The final Query formula to filter rows that fall within the current month and current year will be as follows:

=query(B1:D,"Select * where month(B)=month(now()) and year(B)=year(now())")

Query to Sum Current Month Records

Now that we have successfully filtered the current month’s data, it’s time to sum it up! Using the Query function, we can easily perform this task. All you need to do is replace the * in the formula with Sum(D). Here’s how the formula looks:

=query(B1:D,"Select Sum(D) where month(B)=month(now()) and year(B)=year(now())")

Exciting, right? But there’s more to learn!

Conditionally Sum Current Month Data Using Query

In Query, it’s a piece of cake to include multiple criteria. Let’s say you want to sum the sales of the item “Orange” for the current month. The Query formula for this scenario would look like this:

=query(B1:D,"Select Sum(D) where C='Orange' and month(B)=month(now()) and year(B)=year(now())")

But what if you want to add additional criteria? No worries, Query can handle it! Here’s an example formula that sums the sales in column D based on the following conditions:

  • Date = Current Month
  • Year = Current Year
  • Item = Orange or Mango
=query(B1:D,"Select Sum(D) where (C='Orange' or C='Mango') and (month(B)=month(now()) and year(B)=year(now()))")

Impressive, isn’t it? Query’s flexibility allows you to effortlessly customize the criteria for your calculations.

That’s all! Now you have the power to sum current month data using the Query function in Google Sheets. If you have any doubts or questions about the formulas used, feel free to ask in the comments. Enjoy exploring the possibilities of Google Sheets with Crawlan.com, your ultimate guide to all things digital!

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