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Excel SUMIFS Function

      Microsoft Office Training
           Excel Training



              www.bluepecan.co.uk
• SUMIFS is a function that first appears in Excel
  2007. You may have previously used SUMIF to
  sum up values in a list based on criteria in
  another column. SUMIFS works the same way
  but allows you to use multiple criteria either
  in different columns or the same column.




                    www.bluepecan.co.uk
• Take our example. Here we have a list of bank
  accounts in three different branches:
  Brighton, London and Lewes. For each
  account we also have information on what
  type of account it is and then finally the
  account balance.
• We are going to use SUMIFS to calculate the
  total amount held in current accounts at the
  Brighton branch.

                   www.bluepecan.co.uk
• To follow this example type the following data
  starting in A1 and using a separate column for each
  field.
   Branch     Type       Balance
   Brighton   Current    5698
   Lewes      Savings    78878
   London     ISA        7865
   Brighton   Savings    45321
   Lewes      ISA        12356
   Brighton   Current    8765
   London     Savings    98345
   Brighton   ISA        76234
   Brighton   Savings    3244
   London     ISA        789876
   Brighton   Current    781990


                        www.bluepecan.co.uk
Now enter the following:
• Click in cell E1 and type
  Branch
• Click cell F1 and type
  Type
• Click in cell G1 and type
• Total

                     www.bluepecan.co.uk
•   Click in cell E2 and type
•   Brighton
•   Click in cell F2 and type
•   Current




                       www.bluepecan.co.uk
• Click in cell G2 – this is where we will use our
  SUMIFS function
• Click on the fx (Insert Function) button on the
  formula bar
• Type SUMIFS into the search box and click Go
• Click on OK



                     www.bluepecan.co.uk
• In the Sum Range box type c2:c12
  This is the range of cells we want to add up
• In the Criteria_range1 box type a2:a12
  This is the range for our branch criteria
• In the Criteria1 box type Brighton
• In the Criteria_range2 box type b2:b12
  This is the range for our account type criteria
• In the Criteria2 box type Current
• Click on OK and you should get the answer 79645

                     www.bluepecan.co.uk
• You might want to try specifying two criteria on the
  same column. For example sum up balances for all
  accounts held in Brighton and Lewes.
• Also try adding more than two criteria, say two
  criteria for one column and an additional criteria for
  another.
• For those of you who use the COUNTIF function try
  out the COUNTIFS function in Excel 2007. Like
  SUMIFS this allows you to specify more than one
  criteria to count on.

                       www.bluepecan.co.uk
• See this Excel training tutorial on the Blue
  Pecan website




                     www.bluepecan.co.uk

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Excel Sumifs Function

  • 1. Excel SUMIFS Function Microsoft Office Training Excel Training www.bluepecan.co.uk
  • 2. • SUMIFS is a function that first appears in Excel 2007. You may have previously used SUMIF to sum up values in a list based on criteria in another column. SUMIFS works the same way but allows you to use multiple criteria either in different columns or the same column. www.bluepecan.co.uk
  • 3. • Take our example. Here we have a list of bank accounts in three different branches: Brighton, London and Lewes. For each account we also have information on what type of account it is and then finally the account balance. • We are going to use SUMIFS to calculate the total amount held in current accounts at the Brighton branch. www.bluepecan.co.uk
  • 4. • To follow this example type the following data starting in A1 and using a separate column for each field. Branch Type Balance Brighton Current 5698 Lewes Savings 78878 London ISA 7865 Brighton Savings 45321 Lewes ISA 12356 Brighton Current 8765 London Savings 98345 Brighton ISA 76234 Brighton Savings 3244 London ISA 789876 Brighton Current 781990 www.bluepecan.co.uk
  • 5. Now enter the following: • Click in cell E1 and type Branch • Click cell F1 and type Type • Click in cell G1 and type • Total www.bluepecan.co.uk
  • 6. Click in cell E2 and type • Brighton • Click in cell F2 and type • Current www.bluepecan.co.uk
  • 7. • Click in cell G2 – this is where we will use our SUMIFS function • Click on the fx (Insert Function) button on the formula bar • Type SUMIFS into the search box and click Go • Click on OK www.bluepecan.co.uk
  • 8. • In the Sum Range box type c2:c12 This is the range of cells we want to add up • In the Criteria_range1 box type a2:a12 This is the range for our branch criteria • In the Criteria1 box type Brighton • In the Criteria_range2 box type b2:b12 This is the range for our account type criteria • In the Criteria2 box type Current • Click on OK and you should get the answer 79645 www.bluepecan.co.uk
  • 9. • You might want to try specifying two criteria on the same column. For example sum up balances for all accounts held in Brighton and Lewes. • Also try adding more than two criteria, say two criteria for one column and an additional criteria for another. • For those of you who use the COUNTIF function try out the COUNTIFS function in Excel 2007. Like SUMIFS this allows you to specify more than one criteria to count on. www.bluepecan.co.uk
  • 10. • See this Excel training tutorial on the Blue Pecan website www.bluepecan.co.uk