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.

Related posts:

1. Count how often a value occurs – multiple criteria
2. How to sum values based on a criteria or condition
3. Random Lookup Revisited
4. Count how often a value occurs within a range
5. How to install and load the Analysis Toolpak