=QUERY(A1:F8,"Select year(A),C, sum(F) where A is not null group by year(A),C") Query to Create Quarterly Reports in Google Sheets =QUERY(A1:F8,"Select year(A), sum(F) where A is not null group by year(A)")įormula: Yearly Sales Summary Involving Date, Product, and Qty. Here the scalar function year() makes the difference.įormula: Yearly Sales Summary Involving Date and Qty. =QUERY(A1:F8,"Select month(A)+1,C, sum(F) where A is not null group by month(A)+1,C") Query to Create Yearly Reports in Google SheetsĪs I have told you about the similarity of the Query to create daily/weekly/monthly/quarterly/yearly reports in Google Sheets. Needless to say, here also I have used the month() scalar function. So you must add +1 to this function to get 1 for January, 2 for February and so on.įormula: Monthly Sales Summary Involving Date, Product, and Qty. Tip: The Query scalar function month() returns 0 for January and 11 for December. =QUERY(A1:F8,"Select month(A)+1, sum(F) where A is not null group by month(A)+1") I’ve just underlined this addition in the above screenshot. Here the difference lies in the use of the scalar function month(). In the formulas to create daily/weekly/monthly/quarterly/yearly reports, except for the weekly summary report, all the formulas are almost identical. So I will detail the Query formula to create the Weekly report at the last part.įormula: Monthly Sales Summary Involving Date and Qty. Query to Create Monthly Reports in Google Sheets You will get a date wise and product wise daily summary report. =QUERY(A1:F8,"Select A,C, sum(F) where A is not null group by A,C") ![]() Then you can use this Query formula.įormula: Daily Sales Summary Involving Date, Product, and Total Qty. Some of you may wish to include the product name with the summary. =QUERY(A1:F8,"Select A, sum(F) where A is not null group by A") Note: Refer to my Google Sheets Functions Guide to learn Query as well as other popular functions.įormula: Daily Sales Summary Involving Date and Total Qty. The sales summary is just a basic one involving only two columns. From this, I am going to create a daily summary of sales report. Query to Create Daily Report in Google Sheets You can see that in the formula examples below. For the weekly summary, we should use one date function that’s not in Query. But for the daily report, the Query group clause is enough. There are five types of date column summary. I know what we want is a Query formula to create daily/weekly/monthly/quarterly/yearly report summary. Date column here means a column that contains the transaction dates.ĭoes these three scalar functions are enough? In Query, you can use the following scalar functions to create a summary report based on a date column. Query to Create Daily/Weekly/Monthly/Quarterly/Yearly Report Summary ![]() I have included my sheet containing the formulas and demo data at the end of this tutorial. You can use my formulas out of the box by adjusting your sales/purchase report columns as per my report format. Here are a few examples of how to create a daily/weekly/monthly/quarterly/yearly report summary in Google Sheets using Query. If this is the case, then you might want to make a summary of your daily transactions. Whatever your business you may have some data to record on daily basis. It can be sales, purchase or cash transactions.Įven a blogger does have his daily dose of data in the form site traffic, page impressions, CTR etc. To create a daily/weekly/monthly/quarterly/yearly report summary, in Google Sheets, no doubt Query is the best.Ī daily transaction is a part and parcel of every business, especially sales. No matter whether the data type is text, number or date. In Google Sheets, the Query is the suitable function to summarise data.
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