Create a Report That Displays Quarterly Sales in Excel (With Easy Steps)

We have a worksheet that contains information on sales representatives, products, selling dates, and sales. Here’s the overview of the sheet we’ll make with the information.

Step 1 – Combine CHOOSE and MONTH Functions to Determine Quarterly Sales

Select cell F5.

Insert the following formula:

=CHOOSE(MONTH(C5),1,1,1,2,2,2,3,3,3,4,4,4)

Formula Breakdown:

C5 is the serial_num of the MONTH function.
MONTH(C5) is the index_num of the CHOOSE function, and 1,1,1,2,2,2,3,3,3,4,4,4 is the value of month number.

Press Enter.

AutoFill the formula to the rest of the cells in column F.

Step 2 – Apply the SUMIF Function to Get Total Quarterly Sales

Select the cell D17 and apply the following function in that cell.

=SUMIF(F5:F14,C17,E5:E14)

Press Enter.

AutoFill the function to the rest of the cells in column D.

Sum up the sales from the different quarters in cell D21.

Step 3 – Create a Pie Chart to Display a Quarterly Sales Report in Excel

Select the data range. We will select cells D17 to D20 for the convenience of our work.
From the Insert tab, go to Chart and select Insert Pie.
Select 2-D Pie.