Excel formula if text then sum

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Excel formula if text then sum

This Excel tutorial explains how to use the Excel SUMIF function with syntax and examples. The SUMIF function is a worksheet function that adds all numbers in a range of cells based on one criteria (for example, is equal to 2000). The SUMIF function is a built-in function in Excel that is categorized as a Math/Trig Function. It can be used as a worksheet function (WS) in Excel. As a worksheet function, the SUMIF function can be entered as part of a formula in a cell of a worksheet. To add numbers in a range based on multiple criteria, try the SUMIFS function. Subscribe If you want to follow along with this tutorial, download the example spreadsheet. Download Example The syntax for the SUMIF function in Microsoft Excel is: SUMIF( range, criteria, [sum_range] ) Parameters or Arguments range The range of cells that you want to apply the criteria against. criteria The criteria used to determine which cells to add. sum_range Optional. It is the range of cells to sum together. If this parameter is omitted, it uses range as the sum_range. The SUMIF function returns a numeric value. Applies To Excel for Office 365, Excel 2019, Excel 2016, Excel 2013, Excel 2011 for Mac, Excel 2010, Excel 2007, Excel 2003, Excel XP, Excel 2000 Type of Function Let's explore how to use SUMIF as a worksheet function in Microsoft Excel. Based on the Excel spreadsheet above, the following SUMIF examples would return: =SUMIF(A2:A6, D2, C2:C6) Result: 218.6 'Criteria is the value in cell D2 =SUMIF(A:A, D2, C:C) Result: 218.6 'Criteria applies to all of column A (ie: A:A) =SUMIF(A2:A6, 2003, C2:C6) Result: 7.2 'Criteria is the number 2003 =SUMIF(A2:A6, ">=2001", C2:C6) Result: 12.6 'Criteria is greater than or equal to 2001 =SUMIF(C2:C6, "=10",C2:C10) Press the Enter key to complete the entry The result will be 183, the total of rows with ten or more sales reps. Note: Instead of typing the criterion in a formula, you can refer to a cell. For example, the formula in step 9 above could be changed to: =SUMIF(B2:B10,">=" & B12,C2:C10) if cell B12 contained the number -- 10. Example 2 - Rolling 12 Month Total In this example only the rows for the previous 11 months, and the current month, will be included in the total. This creates a Rolling Total. The dates are in column A, and the list must be sorted by date. The monthly amounts are in column B. Select the first cell in which you want to see the rolling total -- cell C2 in this example Enter the following formula, and press Enter: =SUMIF(A$2:A2,">=" & DATE(YEAR(A2),MONTH(A2)-11,DAY(A2)),B$2:B2). Copy the formula down to the last row with data. Each row shows the Rolling Total for the latest 12 months (if available) How It Works The formula checks the dates in column A, starting in row 2 (A$2), and down to the current row (A2) =SUMIF(A$2:A2 The DATE function calculates the date that is 11 months prior to date in current row DATE(YEAR(A2),MONTH(A2)-11,DAY(A2)) The >= operator checks for dates that are greater than or equal to that date, ">=" & DATE(YEAR(A2),MONTH(A2)-11,DAY(A2)) For rows that meet the criterion, the formula sums the amounts in column B, starting in row 2 (B$2) down to the current row (B2) B$2:B2 Sum cells that match multiple criteria -- SUMIFS In Excel 2007 and later versions, you can use the SUMIFS function to calculate a total for rows that meet two or more criteria. Watch this short video to see the steps. There are written instructions below the video. Match multiple criteria In this example only the rows where the status is "Shipped" and the number of units is greater than or equal to ten will be included in the total. Select the cell in which you want to see the total Type an equal sign (=) to start the formula Type: SUMIFS( Select the cells that contain the values to sum. In this example, cells D3:D10 will be summed Type a comma, then select the cells that contain the values to check for the first criterion. In this example, cells B3:B10 will be checked Type a comma, and then type the first criterion, "Shipped" Type a comma, then select the cells that contain the values to check for the second criterion. In this example, cells B2:B6 will be checked Type a comma, and then type the second criterion: " >=" & 10 Finish with a closing bracket: ) The completed formula is: =SUMIFS(D3:D10,B3:B10,"Shipped",C3:C10,">=" & 10) Press the Enter key to complete the entry Formulas With Table References If you create formulas with table references, and then try to copy those formulas to adjacent columns, you might run into problems. This video shows the problem, and two ways to prevent it. There are written steps below the video. Problems with Table References In this sales summary, there is a SUMIFS formula in cell C5, which is showing the correct total for Bars sales in the East region. =SUMIFS(Sales_Data[Quantity], Sales_Data[Region],$B5, Sales_Data[Category],C$4) However, if you point to the fill handle in cell C5, and drag to the right, the formula shows an incorrect total in cell D5. If you check the formula in cell D5, all of the table references have shifted one column to the right, because the formula was dragged one column to the right. =SUMIFS(Sales_Data[TotalCost], Sales_Data[Category],$B5, Sales_Data[Product],D$4) Instead of Quantity, the formula is summing the Total Cost column Instead of looking for East in the Region column, it's looking in Category Instead of looking for Cookies in the Category column, it's looking in Product None of those criteria are found, so the result is zero. To prevent this problem of shifting table references, don't drag the fill handle to copy across. Instead, use one of the following methods: Fill Right Copy and Paste Fill Right Select the cell with the formula, and the cells to the right, where you want to copy the formula Press Ctrl+R to fill the formula to the right Select the cell with the formula, and press Ctrl+C to copy it Select all the cells where you want to copy the formula Press Ctrl+V to paste the formula SUMIFS With Multiple AND/OR Criteria In the list below, you could use a SUMIFS formula to total the rows where the city is New York AND the Category is Bars. The formula in cell G9 would be: =SUMIFS(D4:D15,B4:B15,G4,C4:C15,G6) Instead of just one category though, we would like to calculate the total for two or more categories. In this example, we'll calculate the total where: the city is New York AND the Category is Cookies the city is New York AND the Category is Bars The two categories are entered in cells G6:G7 on the worksheet. Array-Entered Formula To calculate the total, we'll wrap the SUMIFS formula with a SUM function, and enter the formula as an array. Select the cell in which you want to see the total -- G9 in this example To start the formula, type: =SUM(SUMIFS( Select the cells that contain the values to sum. In this example, cells D4:D15 will be summed Type a comma, then select the cells that contain the values to check for the first criterion. In this example, cells B4:B15 will be checked -- they contain the city names Type a comma, and then click on the cell with the first criterion -- G4 Type a comma, then select the cells that contain the values to check for the second criterion. In this example, cells C4:C15 will be checked -- they have the category Type a comma, and then select the cells with the list for the second criterion -- G6:G7 Finish with 2 closing brackets: )) The completed formula in cell G9 is: =SUM(SUMIFS(D4:D15,B4:B15,G4,C4:C15,G6:G7)) Press the Ctrl + Shift + Enter keys to array-enter the formula -- the result will not be correct if you simply press the Enter key. Curly brackets will be automatically added at the beginning and end of the formula, to show that it is array-entered. Do not type this brackets yourself. Sum cells that match multiple criteria -- SUMPRODUCT Match multiple criteria In Excel 2003 and earlier, you can use the SUMPRODUCT function to calculate a total for rows that meet two or more criteria. If you're using Excel 2007 or later, you should use the SUMIFS function, as described in the previous section. In this example only the rows where the status is "Active" and the number of visits is greater than or equal to ten will be included in the total. Select the cell in which you want to see the total Type an equal sign (=) to start the formula Type: SUMPRODUCT(--( Select the cells that contain the values to check for the first criterion. In this example, cells A2:A6 will be checked Type the first criterion: ="Active" Type ),--( Select the cells that contain the values to check for the second criterion. In this example, cells B2:B6 will be checked Type the second criterion: >=10 Type ),--( Select the cells that contain the values to sum. In this example, cells C2:C6 will be summed Finish with closing brackets: )) The completed formula is: =SUMPRODUCT(--(A2:A6="Active"), --(B2:B6>=10),--(C2:C6)) Press the Enter key to complete the entry Sum the Top 5 Numbers in a List Use the SUM function and LARGE functions together, to add the largest numbers in the list. Version 1 -- Few Top Numbers If a few numbers are to be summed, e.g. top 3, you can type the numbers into the formula. For example: =SUM(LARGE(A1:A7,{1,2,3})) The result is 70+60+50 = 180 Note: The second 50 is not included in the result, even though it is tied for 3rd place. Version 2 -- Many Top Numbers If many top numbers are to be summed you can include the INDIRECT function in the formula with the SUM function. In the INDIRECT function, use row numbers that represent the numbers you want to include. In this example, rows 1:10 are used, so the top 10 numbers in the referenced range will be summed. Type the formula:

=SUM(LARGE(A1:A50,ROW(INDIRECT("1:10")))) This is an array formula, and must be array-entered. To do this, hold the Ctrl and Shift keys, and press Enter Version 3 -- Variable Top Numbers If a variable number of top numbers are to be summed you can include the INDIRECT function in the formula with the SUM function, as shown above, and refer to a cell that holds the variable.. In cell C1, type the number of top cells, e.g. 10 Type the formula: =SUM(LARGE(A1:A7,ROW(INDIRECT("1:"&C1)))) This is an array formula, and must be array-entered. To do this, hold the Ctrl and Shift keys, and press Enter Sum Amounts in a Date Range To sum amounts based on a date range, you can use the SUMIFS function in Excel 2007 or later versions. Watch this video to see the steps, and the written instructions are below the video. Sum Amounts in a Date Range To total the amounts in a specific date range, use the SUMIFS function (Excel 2007 and later) or the SUMIF function. There are two examples below: - Total with SUMIFS - Total with SUMIF In this example, a Start date and an End date are entered on the worksheet. Dates are in column A, and units sold are in column B. Use SUMIFS to Calculate Total for a Date Range For Excel 2007, and later versions, you can use the SUMIFS function to calculate a total based on multiple criteria. We'll use a SUMIFS formula to total all the units where the sales date is: on or after the Start date on or before the End date. Here is the formula that is entered in cell D5: =SUMIFS($B$2:$B$9,$A$2:$A$9,">=" & $D$2, $A$2:$A$9,"=" & $D$2, is the range with the value for criteria 1 (the Start date), and the operator to use with that value (greater than or equal to) The 4th argument, $A$2:$A$9, is the range to check for criteria 2. The 5th argument, "=" &$D$2,$B$2:$B$9) - SUMIF($A$2:$A$9,">" &$E$2,$B$2:$B$9) The range, $A$2:$A$9, contains the numbers that we want to sum. The criteria, ">=" & $D$2, is the range with the Start date, and the operator to use with that value (greater than or equal to) The range, $B$2:$B$9, is the range to check for the date The criteria, ">" & $E$2, is the range with the End date, and the operator to use with that value (greater than) In this example, the result for the selected date range is a total of 494 units sold. To verify, you can select cells B3:B6, and look at the total shown in Excel's Status Bar. To get the total units for a different date range, change the Start date in cell D2, and/or the End date in cell E2. Sum a Filtered List With SUBTOTAL After you filter the rows in a list, you can use the SUBTOTAL function, instead of the SUM function, to sum the numbers in the visible rows. Apply an AutoFilter to the table. There are instructions here -- AutoFilter Basics Filter at least one of the columns in the table. In this example, the first column has been filtered for Binders. Select the cell immediately below the column you want to sum. Click the AutoSum button on the Ribbon's Home tab. If you want the SUBTOTAL function in a cell other than the one directly below the filtered list, you can type the formula, instead of using the AutoSum button. A SUBTOTAL formula will be automatically inserted, totalling the visible cells in the column The first argument in the SUBTOTAL function is a function number, that specifies how the numbers should be calculated. There is a 9 in this example, which tells Excel to SUM the numbers. Other function numbers can be used, such as 1 for AVERAGE, and 3 for COUNTA. The full list is shown in my blog post Total a Filtered List. Press the Enter key to complete the formula entry. Note: In Excel 2003 and later versions, you can use the formula: =SUBTOTAL(109,B2:B9) to subtotal visible cells in a range where rows have been manually hidden, or filtered. Subtotal Function Numbers The first argument in the SUBTOTAL function is a function number, that specifies how the numbers should be calculated. There are 11 functions that you can use as the first argument in the SUBTOTAL function. The list is alphabetical, so that might help you remember some of the numbers, without going to Excel's Help every time. The functions are each listed twice. The first group of functions is numbered 1-11. The functions are each listed twice. The second group of functions is numbered 101-111. Sum a Filtered List With AGGREGATE The AGGREGATE function, introduced in Excel 2010, is similar to the SUBTOTAL function, but it has more functions, and can ignore error values, as well as hidden rows in the data. Watch this video to see the steps for setting up an AGGREGATE formula, and the written instructions are below the video. Sum a Filtered List With AGGREGATE After you filter the rows in a list, you can use the AGGREGATE function, instead of the SUM function, to sum the numbers in the visible rows. This function was introduced in Excel 2010. Similar to the SUBTOTAL function, AGGREGATE ignores hidden rows, and offers several functions, like SUM or AVERAGE, for the selected data. However, it has 19 functions, compared to SUBTOTAL's 11 functions. Unlike the SUBTOTAL function, AGGREGATE can be set to ignore errors, as well as hidden rows, and nested SUBTOTAL and AGGREGATE functions. To sum the values in a filtered list, and ignore hidden rows and errors: Select the cell where you want the sum Type =AGGREGATE( In the list of functions, double-click on 9 - SUM, to add 9 as the first argument. Type a comma, and in the list of options, double-click on option 3 or option 7. In this example, 3 is the second argument, and the result will ignore hidden rows, errors, and nested AGGREGATE and SUBTOTAL functions. Type a comma, and select the range of cells that contain the data -- D2:D7 in this example. Type a bracket, to complete the formula, and press the Enter key. The completed formula is: =AGGREGATE(9,3,D2:D7) Sum Specific Items in a Filtered List Example 1 Laurent Longre created a formula that lets you work with visible rows after a filter. For information see, Power Formula Technique in this article at John Walkenbach's web site (no longer available). Incorporating that technique, SUMPRODUCT can be used to sum visible items in a filtered table. In the following example, column D has been filtered for amounts greater than 100. The following formula will sum the Total amounts, in rows that contain "Pen" in column A. Filter column D for amounts greater than 100. In cell A12, type: Pen In cell B12, enter the following formula: =SUMPRODUCT(SUBTOTAL(3,OFFSET(A1:A10,ROW(A1:A10) -MIN(ROW(A1:A10)),,1)), --(A1:A10=A12),D1:D10) Press the Enter key to complete the formula entry. Example 2 For another example of using SUMPRODUCT and SUBTOTAL together, see my blog post, Subtotal and Sumproduct with Filter. Sam shared his technique for doing additional sums or counts, based on the visible data in a filtered table. Sam's workbook has a list with Product, Region and Amount fields. He created dynamic named ranges for the entries in each field, using INDEX and COUNTA. You can get Sam's workbook in the Downloads section, below. Download the Sample Files SUM Examples: Download the zipped Sum functions sample workbook. The workbook contains the examples for SUM, SUMIF, SUMIFS, SUMPRODUCT, SUBTOTAL and AGGREGATE functions. The zipped file is in xlsx format, and does not contain any macros. SUMIFS Orders: Download the SUMIFS Orders sample workbook, to follow along with the Sum Amounts with 2 Criteria video. The zipped file is in xlsx format, and does not contain any macros. 7 Ways to Sum: Download the 7 Ways to Sum sample workbook, to follow along with the 7 Ways to Sum video. The zipped file is in xlsx format, and does not contain any macros. Sam's Workbook: To see Sam's workbook and formulas, for doing additional sums or counts, based on the visible data in a filtered table, download the SUMPRODUCT SUBTOTAL sample file. Table References: To see the problem with copying formulas with table references, download the Table Reference Problem workbook. The zipped file is in xlsx format, and does not contain any macros More Function Tutorials Functions List Formulas, Getting Started SUBTOTAL Function AVERAGE COUNT / COUNTIF Last updated: March 2, 2021 9:11 PM

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