How to use the SUMIFS function

What is the SUMIFS function?

The SUMIFS function calculates a total based on multiple criteria, it has been available in Excel since version 2010. I recommend the SUMPRODUCT function if you use an earlier Excel version than 2010.

The SUMIFS function in cell D11 adds numbers from column D based on criteria applied to columns B and C.

This article explains how to use the SUMIFS function in great detail.

1. Syntax

SUMIFS(sum_range, criteria_range1, criteria1, [criteria_range2], [criteria2], ...)

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2. Arguments

sum_range	Required. A cell reference to a cell range whose numbers you want to sum.
criteria_range1	Required. The cell range you want to test Criteria1 for.
criteria1	Required.  The condition you want to use applied to criteria_range1 to sum the corresponding cells in sum_range
[criteria_range2]	Optional.  Up to 127 additional arguments.
[criteria2]	Optional.  Up to 127 additional arguments.

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3. Example 1 - greater than

The image above shows the SUMIFS function cell C11, it adds numbers from C3:C8 if the corresponding number in cells B3:B8 is larger than 3. Cell B11 specifies the condition, notice the larger than character combined with number 3.

Cells B6, B7,  and B8 all contain numbers higher than 3. The corresponding numbers are in cells C6, C7, and C8. These are 20 + 50 + 20 equals 90.

Formula in cell C11:

3.1 Explaining formula

Step 1 - Populate arguments

SUMIFS(sum_range, criteria_range1, criteria1, [criteria_range2], [criteria2], ...)

becomes

SUMIFS(C3:C8, B3:B8, B11)

Step 2 - Evaluate SUMIFS function

SUMIFS(C3:C8, B3:B8, B11)

becomes

SUMIFS({10; 50; 30; 20; 50; 20},{1; 2; 3; 4; 5; 6},">3")

and returns 90.

4, 5, and 6 are larger than three. The corresponding numbers on the same rows are 20, 50, and 20.

20 + 50 + 20 equals 90.

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4. Example 2 - not equal

The image above demonstrates a SUMIFS function in cell C11 that adds numbers from C3:C8 if the corresponding value on the same row in cells B3:B8 are not equal to "Small".

Cell B11 specifies the condition, cells B7 and B4 meet the condition and the corresponding numbers are 50 and 50. The total is 100, 50 + 50 equals 100.

Formula in cell C11:

4.1 Explaining formula

Step 1 - Populate arguments

SUMIFS(sum_range, criteria_range1, criteria1, [criteria_range2], [criteria2], ...)

becomes

SUMIFS(C3:C8, B3:B8, B11)

Step 2 - Evaluate SUMIFS function

SUMIFS(C3:C8, B3:B8, B11)

becomes

SUMIFS({10; 50; 30; 20; 50; 20}, {"Small"; "Large"; "Small"; "Small"; "Medium"; "Small"}, "<>Small")

and returns 100. "Large" and "Medium" are not equal to Small, the corresponding values on the same rows are 50 and 50.

50 + 50 equals 100.

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5. Example 3 - criteria

This section describes how to use multiple conditions in the SUMFIS function. The image above demonstrates an example with two conditions, each condition applies to a separate column.

Formula in cell D11:

5. Explaining formula

Step 1 - Populate arguments

SUMIFS(sum_range, criteria_range1, criteria1, [criteria_range2], [criteria2], ...)

becomes

SUMIFS(D3:D8, B3:B8, B11, C3:C8, C11)

Step 2 - Evaluate SUMIFS function

SUMIFS(D3:D8, B3:B8, B11, C3:C8, C11)

becomes

SUMIFS({10; 50; 30; 20; 50; 20},{101; 102; 103; 104; 105; 106},"<>104",{"Small"; "Large"; "Small"; "Small"; "Medium"; "Small"},"Small")

and returns 60. 10 + 30 + 20 equals 60.

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6. Example 4 - OR logic

This example demonstrates how to sum numbers using OR logic, however, I recommend using the SUMPRODUCT function in this case. The SUMIFS function won't allow me to use functions, only cell references, in the second argument.

The formula in cell G3 uses two conditions, if any of the conditions match a value in B3:B8 the corresponding number on the same row in C3:C8 is added to a total. Cells B3, B5, B6, B7, and B8 match one of the conditions, the corresponding cells on the same rows are B3, B5, B6, B7, and B8. 10 + 30 + 20 + 50 + 20 equals 130.

Formula in cell G3:

6.1 Explaining formula

Step 1 - Identify cells equal to criteria

The COUNTIF function calculates the number of cells that is equal to a condition.

COUNTIF(range, criteria)

COUNTIF(E3:E4, B3:B8)

becomes

COUNTIF({"Small"; "Medium"}, {"Small"; "Large"; "Small"; "Small"; "Medium"; "Small"})

and returns {1; 0; 1; 1; 1; 1}.

Step 2 - Multiply array with numbers

The asterisk character lets you multiply numbers in Excel, this works fin with arrays as well.

COUNTIF(E3:E4, B3:B8)*C3:C8

becomes

{1; 0; 1; 1; 1; 1}*{10; 50; 30; 20; 50; 20}

and returns {10; 0; 30; 20; 50; 20}.

Step 2 - Add numbers and return a total

The SUMPRODUCT function calculates the product of corresponding values and then returns the sum of each multiplication.

SUMPRODUCT(array1, [array2], ...)

SUMPRODUCT(COUNTIF(E3:E4, B3:B8)*C3:C8)

becomes

SUMPRODUCT({10; 0; 30; 20; 50; 20})

and returns 130 in cell 130.

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7. Example 5 - partial match

The SUMIFS function in cell D11 sums all corresponding values that begin with B in column B and is Small in column C.

You can use wildcard characters like:

• * (asterisk) - Matches any length of characters also 0 (zero)
• ? (question mark) - matches any single character

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7.1 Explaining formula

Step 1 - Populate arguments

SUMIFS(sum_range, criteria_range1, criteria1, [criteria_range2], [criteria2], ...)

becomes

SUMIFS(D3:D8, B3:B8, B11, C3:C8, C11)

Step 2- Evaluate SUMIFS function

SUMIFS(D3:D8, B3:B8, B11, C3:C8, C11)

becomes

SUMIFS({10; 50; 30; 20; 50; 20},{"AA"; "AB"; "AC"; "BA"; "BB"; "BC"},"B*",{"Medium"; "Large"; "Medium"; "Small"; "Medium"; "Small"},"Small")

and returns 40 in cell D11. 20 + 20 equals 40.

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8. Example 6 - How to use logical operators

The formula in cell D11 sums numbers in column D based on numbers less than 104 in column B and Small in column C.

You are also allowed to use logical operators like:

• > larger than
• < smaller than
• = equal to
• <> not equal to
• =>larger than or equal to
• =<less than or equal to

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8.1 Explaining formula

Step 1 - Populate arguments

SUMIFS(sum_range, criteria_range1, criteria1, [criteria_range2], [criteria2], ...)

becomes

SUMIFS(D3:D8, B3:B8, B11, C3:C8, C11)

Step 2- Evaluate SUMIFS function

SUMIFS(D3:D8, B3:B8, B11, C3:C8, C11)

becomes

SUMIFS({10; 50; 30; 20; 50; 20},{101; 102; 103; 104; 105; 106},"<>104",{"Small"; "Large"; "Small"; "Small"; "Medium"; "Small"},"Small")

and returns 60. 10 + 30 + 20 equals 60.

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9. How do I sum values between n-th weekday this month and n-th weekday next month?

Formula in cell E3:

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9.1 Explaining formula in cell E3

Step 1 - Calculate 4-th sunday this month

To calculate the fourth sunday we must first calculate the first Sunday in current month. Cell B3 contains this date 1/5/2019.

WEEKDAY(B3, 2) returns a number representing the weekday. 1 is Monday, 2 is Tuesday and so on.. 7 is Sunday.

WEEKDAY(B3, 2)

becomes

WEEKDAY(1/5/2019, 2)

returns 6.

7 minus 6 equals 1. We must add 1 to the date in cell B3 to get the first Sunday in that month. (This calculation works only if the date in cell B3 is less or equal to the date of the first Sunday in that month.)

B3+(7-WEEKDAY(B3, 2))+21

becomes

1/5/2019+(7-WEEKDAY(B3, 2))+21

becomes

1/5/2019+1+21

To get the fourth Sunday we add 21 to the date of the first Sunday.

1/5/2019+1+21 equals 1/27/2019.

Step 2 - Calculate 4-th sunday next month

To get the first day of the next month we need to calculate the first date of this month and then add 1 to the month.

DATE(YEAR(B3), MONTH(B3)+1, 1)

becomes

DATE(2019, 1+1, 1)

becomes

DATE(2019, 2, 1)

and returns 2/1/2019. This date is also used to calculate the fourth Sunday.

DATE(YEAR(B3), MONTH(B3)+1, 1)+(7-WEEKDAY(DATE(YEAR(B3), MONTH(B3)+1, 1), 2))+21

becomes

2/1/2019+(7-5)+21

becomes

2/1/2019+23 equals 2/24/2019.

Step 3 - Build SUMIFS function

The SUMIFS function allows you to add values based on conditions.

SUMIFS(C3:C28, B3:B28, ">="&B3+(7-WEEKDAY(B3, 2))+21, B3:B28, "<="&DATE(YEAR(B3), MONTH(B3)+1, 1)+(7-WEEKDAY(DATE(YEAR(B3), MONTH(B3)+1, 1), 2))+21)

becomes

SUMIFS(C3:C28, B3:B28, ">="&1/27/2019, B3:B28, "<="&2/24/2019)

and returns 494.

60+70+52+37+70+93+22+90 = 494

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10. Sum cells based on criteria

Answer:

I highly recommend a pivot table for this task if you have lots of data to work with. It is incredibly fast and easy to work with, however, this article demonstrates a formula.

Excel 2007 Formula in cell C3, sheet B:

The SUMIFS function lets you add numbers based on multiple conditions and returns a total, it was introduced in Excel 2007. If you own an earlier version than 2007 then see the formula below.

Excel 2003 Formula in cell C3, sheet B:

The SUMPRODUCT function is incredibly useful and easy to use, all conditions are shown in formula above.

Explaining Excel 2007 formula and later versions

SUMIFS(sum_range, criteria_range1, criteria1,..) adds the cells specified by a given set of conditions or criteria

Explaining Excel 2003 formula

Step 1 - Cells to sum

Step 2 - Find values equal to date

becomes

--({40544; 40546; 40544; 40545; 40547; 40546; 40546; 40545; 40546; 40545; 40545; 40545}=40544)

becomes

--({TRUE; FALSE; TRUE; FALSE; FALSE; FALSE; FALSE; FALSE; FALSE; FALSE; FALSE; FALSE})

and returns {1; 0; 1; 0; 0; 0; 0; 0; 0; 0; 0; 0}

Step 3 - Find values equal to criterion

becomes

--({0;0;0;0;"ROM";0;0;"ROM";0;0;"ROM";"ROM"}="ROM")

becomes

--({FALSE; FALSE; FALSE; FALSE; TRUE; FALSE; FALSE; TRUE; FALSE; FALSE; TRUE; TRUE})

and returns {0; 0; 0; 0; 1; 0; 0; 1; 0; 0; 1; 1}

Step 4 - Putting it all together

SUMPRODUCT(A!$C$3:$C$14, --(A!$B$3:$B$14=B!B3), --(A!$D$3:$D$14="ROM")))

becomes

SUMPRODUCT({85;83; 17;73; 48;1;41; 83;46;79;33;55},{1; 0; 1; 0; 0; 0; 0; 0; 0; 0; 0; 0}, {0; 0; 0; 0; 1; 0; 0; 1; 0; 0; 1; 1})

becomes

SUMPRODUCT({0; 0; 0; 0; 0; 0; 0; 0; 0; 0; 0; 0})

and returns 0 in cell C3.

Useful resources

SUMIFS function - Microsoft

11. Sum values between two dates and based on a condition

In this post, I will provide a formula to sum values in column (Qty) where a column (Date) meets two date criteria and an additional criterion in an adjacent column (Product).

I have colored the cells in column Qty that meet all criteria.

Excel formula in C18:

The SUMIFS function adds numbers based on a condition or criteria and returns a total.

SUMIFS(sum_range, criteria_range1, criteria1, [criteria_range2], [criteria2], ...)

The sum_range contains the numbers to be added: D3:D10

criteria_range1 (C3:C10) is the cell range that the criteria1 ("="&C15) will be applied to.

criteria_range2 (B3:B10) is the cell range (dates) that the criteria2 ("<="&C14) will be applied to.

criteria_range3 (B3:B10) is the cell range (dates) that the criteria3 (">="&C13) will be applied to.

SUMIFS(D3:D10, C3:C10, "="&C15, B3:B10, "<="&C14, B3:B10, ">="&C13)

Alternative  formula in C19:

The SUMIFS function was introduced in Excel 2007, the SUMPRODUCT function works in all Excel versions.

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Sum values between two dates with criteria.xls
(Excel 97-2003 Workbook *.xls)

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Farhan asks:

Formula in cell C10:

12. Function not working

The SUMIFS function

• propagates errors meaning the function returns an error if an error exists in the source data range.
• returns a #NAME! error if the function name is misspelled.

12.1 Troubleshooting the error value

When you encounter an error value in a cell a warning symbol appears, displayed in the image above. Press with mouse on it to see a pop-up menu that lets you get more information about the error.

1. The first line describes the error if you press with left mouse button on it.
2. The second line opens a pane that explains the error in greater detail.
3. The third line takes you to the "Evaluate Formula" tool, a dialog box appears allowing you to examine the formula in greater detail.
4. This line lets you ignore the error value meaning the warning icon disappears, however, the error is still in the cell.
5. The fifth line lets you edit the formula in the Formula bar.
6. The sixth line opens the Excel settings so you can adjust the Error Checking Options.

Here are a few of the most common Excel errors you may encounter.

#NULL error - This error occurs most often if you by mistake use a space character in a formula where it shouldn't be. Excel interprets a space character as an intersection operator. If the ranges don't intersect an #NULL error is returned. The #NULL! error occurs when a formula attempts to calculate the intersection of two ranges that do not actually intersect. This can happen when the wrong range operator is used in the formula, or when the intersection operator (represented by a space character) is used between two ranges that do not overlap. To fix this error double check that the ranges referenced in the formula that use the intersection operator actually have cells in common.

#SPILL error - The #SPILL! error occurs only in version Excel 365 and is caused by a dynamic array being to large, meaning there are cells below and/or to the right that are not empty. This prevents the dynamic array formula expanding into new empty cells.

#DIV/0 error - This error happens if you try to divide a number by 0 (zero) or a value that equates to zero which is not possible mathematically.

#VALUE error - The #VALUE error occurs when a formula has a value that is of the wrong data type. Such as text where a number is expected or when dates are evaluated as text.

#REF error - The #REF error happens when a cell reference is invalid. This can happen if a cell is deleted that is referenced by a formula.

#NAME error - The #NAME error happens if you misspelled a function or a named range.

#NUM error - The #NUM error shows up when you try to use invalid numeric values in formulas, like square root of a negative number.

#N/A error - The #N/A error happens when a value is not available for a formula or found in a given cell range, for example in the VLOOKUP or MATCH functions.

#GETTING_DATA error - The #GETTING_DATA error shows while external sources are loading, this can indicate a delay in fetching the data or that the external source is unavailable right now.

12.2 The formula returns an unexpected value

To understand why a formula returns an unexpected value we need to examine the calculations steps in detail. Luckily, Excel has a tool that is really handy in these situations. Here is how to troubleshoot a formula:

1. Select the cell containing the formula you want to examine in detail.
2. Go to tab “Formulas” on the ribbon.
3. Press with left mouse button on "Evaluate Formula" button. A dialog box appears.
   The formula appears in a white field inside the dialog box. Underlined expressions are calculations being processed in the next step. The italicized expression is the most recent result. The buttons at the bottom of the dialog box allows you to evaluate the formula in smaller calculations which you control.
4. Press with left mouse button on the "Evaluate" button located at the bottom of the dialog box to process the underlined expression.
5. Repeat pressing the "Evaluate" button until you have seen all calculations step by step. This allows you to examine the formula in greater detail and hopefully find the culprit.
6. Press "Close" button to dismiss the dialog box.

There is also another way to debug formulas using the function key F9. F9 is especially useful if you have a feeling that a specific part of the formula is the issue, this makes it faster than the "Evaluate Formula" tool since you don't need to go through all calculations to find the issue..

1. Enter Edit mode: Double-press with left mouse button on the cell or press F2 to enter Edit mode for the formula.
2. Select part of the formula: Highlight the specific part of the formula you want to evaluate. You can select and evaluate any part of the formula that could work as a standalone formula.
3. Press F9: This will calculate and display the result of just that selected portion.
4. Evaluate step-by-step: You can select and evaluate different parts of the formula to see intermediate results.
5. Check for errors: This allows you to pinpoint which part of a complex formula may be causing an error.

The image above shows cell reference D3:D8 converted to hard-coded value using the F9 key. The SUMIFS function requires non-error values which is not the case in this example. We have found what is wrong with the formula.

Tips!

• View actual values: Selecting a cell reference and pressing F9 will show the actual values in those cells.
• Exit safely: Press Esc to exit Edit mode without changing the formula. Don't press Enter, as that would replace the formula part with the calculated value.
• Full recalculation: Pressing F9 outside of Edit mode will recalculate all formulas in the workbook.

Remember to be careful not to accidentally overwrite parts of your formula when using F9. Always exit with Esc rather than Enter to preserve the original formula. However, if you make a mistake overwriting the formula it is not the end of the world. You can “undo” the action by pressing keyboard shortcut keys CTRL + z or pressing the “Undo” button

12.3 Other errors

Floating-point arithmetic may give inaccurate results in Excel - Article

Floating-point errors are usually very small, often beyond the 15th decimal place, and in most cases don't affect calculations significantly.

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'SUMIFS' function examples

Functions in 'Math and trigonometry' category

The SUMIFS function function is one of 62 functions in the 'Math and trigonometry' category.

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