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46. How to Use SUMIFS Function in Excel
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The SUMIFS function in Excel, for lack of better words, is the core function of Excel sums. It serves as a fundamental tool for calculating sums based on specified criteria. But it can be a little confusing if you’re new to Excel. I’d suggest going through an Excel tutorial for beginners.
Now, let’s jump straight into how to use SUMIFS function in Excel. Let’s get started!
For starters, the SUMIFS function is a pre-existing function in Excel that allows you to add up the range based on one or more TRUE/FALSE conditions, including an Excel SUMIFS date range.
To start with, consider three criteria:
criteria1, criteria2, and criteria3
These are the ranges, and the work happens using these conditions:
Finally, to sum these, you use this function:
[sum_range]
Using the ranges and conditions stated above, you enter this syntax:
“SUMIFS ( sum_range, criteria_range1, criteria1, [criteria_range2, criteria2, criteria_range3, criteria3, … criteria_range_n, criteria_n] )”
where
Note: Under all circumstances, you can only apply this to up to 127 criteria pairs, better known as range. Also, check out the Excel free online course with certification to track the scope of Excel skills.
Remember:
You have your cells and your ranges. Now, all you need to do is define the criteria.
Note that Excel supports two kinds of ranges: logical operators (>,<,<>,=) and wildcards (*,?,~).
We have our syntax:
=SUMIFS(sum_range,range1,criteria1) // 1 condition
=SUMIFS(sum_range,range1,criteria1,range2,criteria2) // 2 conditions
The first argument here (sum_range) points to the range of cells to sum.
The second (range1), is the range to which the first condition will be applied.
The third argument (criteria1) is the basic condition that you’ll apply to (range1). Here, you will use logical operators.
But before you ask Excel to work for you, keep in mind:
Let’s say you have a data table with employee IDs, project names, and times spent working on each project. You want to calculate the total time each employee spent on a specific project.
=SUMIFS(C:C, A:A, "EMP001", B:B, "Project X")
where
Result: This formula will add up the time spent by employee "EMP001" on "Project X" which in this case is 3:00 hours (assuming cells are formatted for time).
This is the one for you if you wish to learn how to use SUMIFS function in Excel with a specific test.
You have a sales table here with columns for Product (text), Category (text), and Price (number). We want to find the total sales for Shirts in the Clothing category.
=SUMIFS(Price_Range, Category_Range, "Clothing", Product_Name_Range, "*Shirt*")
where
Result: The formula will return 45.98 (the sum of prices for the T-shirt and Dress Shirt).
Here, you have a data table with information about daily sales, including columns for Date (date) and Sales Amount (number). The goal here is to find the total sales for each week.
=SUMIFS(Sales_Amount_Range, WEEKNUM(Date_Range), Week_Number)
where
Result: By copying this formula down and changing the Week_Number in each cell, you'll get the total sales for each week.
You have a data table with information about monthly expenses, including columns for Date (date) and Expense Amount (number). You’re trying to find the total expenses for each month.
=SUMIFS(Expense_Amount_Range, MONTH(Date_Range), Month_Number)
where
Result: Using this formula, you should get the total expenses for each month (e.g., March's total would be 209.00).
If you have a data table with sales figures for different products across various weeks (represented horizontally in the first row), you want to calculate the total sales for each product (vertically in a column).
{=SUM(IF($A2:$D2=A2, $B2:$D2))} Entered with Ctrl+Shift+Enter or Command+Shift+Return
Where:
Result: The result of the formula =SUM(IF($A2:$D2=A2, $B2:$D2)) is the total sales for a specific product in a spreadsheet.
Here’s how to use SUMIFS function in Excel using two different methods.
Step 1. Create a helper column (e.g., E) with =MONTH(A2:A10) (adjust ranges as needed) to extract month numbers from your date columns (A:D).
Step 2. Formula (assuming you want to sum columns B and C for April):
=SUMIFS(B2:B10, E2:E10, 4, C2:C10, E2:E10, 4) // 4 represents April
Step 1. Create helper columns (e.g., E and F) with =EOMONTH(A2:A10,0) and =EOMONTH(B2:B10,0) (adjust ranges) to get the last day of the month for each date in columns A and B.
Step 2. Formula (assuming you want to sum column B for April using a date in A1):
=SUMPRODUCT((E2:E10 >= DATE(YEAR(A1), 4, 1)) * (F2:F10 <= DATE(YEAR(A1), 4, DAY(A1)))) * B2:B10) `
Perform a SUMIFS function with multiple criteria in Excel with these steps:
If you’re wondering how to use SUMIFS function in Excel with wildcards, here’s all you need to know.
Essentially, here are all the Excel SUMIFS wildcards that you can expect:
For instance, *Skirt* would find “Skirt”, “Short Skirt”, “Mid Skirt”, and so on.
For *Pr?ce*, you could find “Price”, “Pruce”, “Place”. You name it.
Note that you need to use double quotes (“”) to receive SUMIFS results. The wildcards, by default, aren’t case-sensitive in SUMIFS.
To sum it up (quite literally), here is all that you need to know about how to use SUMIFS function in Excel. But if you’re a tad bit more curious, I would suggest checking out upGrad’s list of courses where you’d find the right platform to upscale faster. upGrad has a range of options you can choose from when it comes to the upskilling game. Check out our courses.
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Here is how to use SUMIFS function in Excel: =SUMIFS(sum_range, criteria_range1, criteria1, [criteria_range2, criteria2], … With this formula, you will can sum all the values meeting the criteria.
To enter a SUMIF function, you enter =SUMIF and follow it up with an opening parenthesis. After this, you can specify the range, and criteria, along with the range to sum if the criteria are met.
If you want to combine IF and SUMIFS, you can nest the SUMIFS function within an IF function.
Although you cannot directly use SUMIF for multiple criteria, you can use the function for multiple criteria in Excel.
If you want to add two conditions in SUMIFS, you have to specify the existing sum range with pairs of criteria range and criteria.
To sum multiple columns in SUMIFS, use this formula: =SUMIFS(sum_range, criteria_range1, criteria1, criteria_range2, criteria2, criteria_range3, criteria3).
To sum 3 columns, specify three different criteria ranges and criteria pairs. Use this formula: =SUMIFS(A1:A10, D1:D10, criteria1, B1:B10, criteria2, C1:C10, criteria3). Replace the criteria with your conditions accordingly.
SUMIFS does not require an array formula syntax as it can handle multiple criteria. You can directly use SUMIFS without using CTRL+Shift+Enter as you generally would with array formulas.
SUMIFS works perfectly fine with Excel columns. To do this, you can specify the criteria ranges and sum ranges covering the entirety of columns, specific ranges within columns, or even intersecting ranges within columns.
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