INDEX
Extract Data for a Specific Period
This article explains how to extract data in Excel for a specific period. For instance, it can be useful for aggregating sales data for a particular month or year. The recommended methods are described in order of preference.
Using the Filter Feature to Extract Data for a Specific Period
The Filter feature is an intuitive and straightforward way to extract data for a specific period.
Example in Excel
| A | B | C | |
|---|---|---|---|
| 1 | Date | Product Name | Sales |
| 2 | 01/05/2024 | Product A | 1000 |
| 3 | 02/12/2024 | Product B | 1500 |
| 4 | 03/08/2024 | Product C | 2000 |
| 5 | 04/20/2024 | Product D | 2500 |
Steps
- Add a filter to the “Date” column.
- Select “Date Filters” from the filter dropdown menu and click on “Between.”
- Enter the start and end dates for the desired period and click “OK.”
Displayed Result
Only the data within the specified period will be displayed.
Using the SUMIFS Function to Aggregate Data for a Specific Period
The SUMIFS function allows you to calculate the total for data matching specific conditions. Here, we explain how to sum sales data for a specific period.
Example in Excel
| A | B | C | |
|---|---|---|---|
| 1 | Date | Product Name | Sales |
| 2 | 01/05/2024 | Product A | 1000 |
| 3 | 02/12/2024 | Product B | 1500 |
| 4 | 03/08/2024 | Product C | 2000 |
| 5 | 04/20/2024 | Product D | 2500 |
Steps
- Identify the range to sum (e.g., C2:C5).
- Use the SUMIFS function to specify the date range and calculate the total.
Function Example
=SUMIFS(C2:C5, A2:A5, “>=01/01/2024”, A2:A5, “<=03/31/2024”)
This function calculates the total sales for the period from January 1, 2024, to March 31, 2024.
Displayed Result
The total sales for the specified period is 4500.
Conclusion
- The Filter feature is a simple way to extract data for a specific period.
- The SUMIFS function is effective for calculating totals within a specific period.