The Excel DATE function returns the serial number for a date.The syntax of the DATE function is as below:= DATE (year, month, day)… And the month is an integer number from 1 to 12.The syntax of the MONTH function is as below:=MONTH (serial_number)… The Excel MONTH function returns the month of a date represented by a serial number. You can also right-click a date field in the Rows or Columns area in the PivotTable Fields task pane. Right-click the cell and select Group from the drop-down menu. To see if the month is equal to the current row, we need to set the criteria to be the MONTH of the date in cell A2. The first criteriarange will be column I. The process is the same as for Week-To-Date. Excel may have created a Year and/or Month field automatically. Now that we have the helper columns in place, we can assemble a SUMIFS function to add up the tasks achieved for each month. The Excel SUMPRODUCT function multiplies corresponding components in the given one or more arrays or ranges, and returns the sum of those products.The syntax of the SUMPRODUCT function is as below: = SUMPRODUCT (array1,…)… Select a date field cell in the pivot table that you want to group. Verify that we get the same result in method #1 step#1. To sum a set of data by month, you can use a formula based on the SUMIFS. In this formula we also use MONTH function and YEAR function to filter date from range A2:A16 based on criteria ‘Date is included in period January 2019’. In this example, the goal is to sum the amounts shown in column C by month. One way of formulating this is to use the Month function: Month(c8) Where c8 is the cell address of our drop down.