How to sum values based on multiple criteria
The SUMIF function is a direct way to sum values based on a single criteria. If we want to sum or add values based on multiple criteria however, then we need to take extra steps. One alternative for this is to use the SUM function and the IF function.
In the example below we want to sum up the total sales for “John” in quarter 2 (Q2). i.e. our criteria is “John” in column B and “Q2″ in column C. We will use the following formula for this purpose:
=SUM(IF($B$2:$B$17=”John”,IF($C$2:$C$17=”Q2″,$D$2:$D$17,0),0))
However this formula should be an “Array formula”. To make it an “Array formula” you should press CTRL+SHIFT+ENTER while you are in the edit mode of the formula. It should then look like this :
{=SUM(IF($B$2:$B$17=”John”,IF($C$2:$C$17=”Q2″,$D$2:$D$17,0),0))}
This formula will give us a result of 9547 (summing sales in the yellow rows).
Note:
The formula presented in this post is generated using the conditional sum wizard. You can try the wizard for yourself.
If you have the Analysis Toolpak installed, then the wizard should be available in the Tools menu. If not then read more on: How-to-install-and-load-the-analysis-toolpak.













