Kornilios Ampatzis/ April 16, 2019/ Tutorials

Excel has provided us with several functions to help us make sense of huge pools of data. SUMIFS is one of them.

Practice File:

Transcript

In the current worksheet, we can see a small example of the data we need to handle.

This is the sales of a company for the year 2015.

We have the date of the Sale, the salesman, the district at which the sale took place, the kind of sale (bulk or retail), the type of the product (in this example we only differentiate the products by color), the units sold, the price per unit, and the gross total of the sale.

Of course, at a normal working environment, these data would only be a tiny fragment of the actual data we would have to analyze.

We have already calculated, using SUMIFS, the sum of the gross total of the retail sales to the eastern district, in cell J6.

Without SUMIFS, such an automatic calculation, would be impossible and the manual one would require several workhours.

Let’s suppose now, that we need to calculate the sum of the gross total of the bulk sales to the western district, in cell K6, using SUMIFS.

We select the cell and type the “=” character, followed by the name of the SUMIFS function and a left parenthesis.

Then we enter the cell area we need to sum, in our case the area from H2 to H43.

After that, we define the cell range of our first criterion, in our example this is the column of the kind of sale, from D2 to D43.

Following, is the criterion for this cell range. In our case, the criterion is, that type of sale is bulk, so we type, inside double quotes, “= Bulk”. We should note here, that we can omit the equals sign if we want.

Then we proceed to our next criterion.

First, we pick the cell range, in our case from C2 to C43 and then the criterion which is the “Western” district. Take note that we chose not to use the “=” sign now.

Our function is ready and if we close the parenthesis and press enter, we will see the result which is $7000.

Following the same syntax, we can use up to 127 criteria ranges and criteria in a SUMIFS function.

Let’s see one more example in cell L6, where we have to calculate the sales of under 100 units of black products.

We type our function, the sum range same as before, and our first criterion range, in this example the cell area from F2 to F43.

Then we type the criterion, less than 100. We cannot omit the less than sign, since this is only valid for the equals sign.

And then, as before, we proceed to our second criterion.

Let’ s note here, that we can use wildcards to our criteria. For example, we could, instead of black color, need the sum of all the products with color starting with the letter b.

We use b followed by an asterisk sign, thus including color blue in our calculation. But, this is not what we need to do in our current example.

So, we type black and press enter, which shows our desired result.

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