Sum cells with multiple criteria in Excel 2007

In an earlier post I demonstrated How to sum cells with multiple criteria in Excel 2003. I used an Array Formula consisting of the SUM function and the IF function.

In Excel 2007 however a new function is introduced that facilitates sum with multiple criteria: the SUMIFS function.

Syntax

SUMIFS (sum_range, criteria_range1, criteria1, criteria range2, criteria2…) … up to 127 range/criteria can be specified.

sum_range : Required. One or more cells to sum.

criteria_range1: Required. The first range in which to evaluate the associated criteria.

criteria1: Required. The criteria in the form of a number, expression, cell reference, or text that define which cells in the criteria_range1 argument will be added.

criteria_range2, criteria2, … : Optional. Additional ranges and their associated criteria. Up to 127 range/criteria pairs are allowed.

In the example below we want to sum the sales for “John” in quarter 2 (Q2). I.e. we have two criteria:

1. “John” in column B.
2. “Q2″ in column C.

We will use the following formula for this purpose:

=SUMIFS(D2:D17;B2:B17;”John”;C2:C17;”Q2″)

Only rows 3, 10 and 14 will qualify for this formula (yellow color) and it will give us a result of 9547 as you can see.

xl7sumifs


Data validation in Excel 2007 – Drop down list

If you want to validate a cell to restrict data entry to values in a drop-down list follow these steps:

  1. Select the cell you want to validate.
  2. On the Data tab, in the Data Tools group, click Data Validation.
  3. xl7validation

  4. The Data Validation dialog box will open.
  5. xl7validation2

  6. In the Data Validation dialog box, click the Settings tab.
  7. Click on the Allow box then select List from the drop-down list.
  8. Click the Source box and then type the valid values separated by the appropriate list separator character depending on your installation( usually a comma “,” or semicolon “;”). For example if the cell is for a color of a car then you can limit the values by entering : Silver, Green, Blue.
  9. Instead of typing your list manually, you can also create the list entries by referring to a range of cells in the same worksheet or another worksheet in the workbook.
  10. To specify the location of the list of valid entries, do one of the following:
    1. If the list is in the current worksheet, enter a reference to your list in the Source box, for example enter: =$A$1:$A$6.
    2. If the list is on a different worksheet, define a name for your list then enter the name that you defined for your list in the Source box, for example, enter: =ValidProjects.

Notes:

  1. Make sure that the In-cell dropdown check box is selected. Otherwise, you won’t be able to see the drop-down arrow next to the cell.
  2. To specify how you want to handle blank (null) values, select or clear the Ignore blank check box.
  3. If your allowed values are based on a cell range that has a defined name and there is a blank cell anywhere in that range, selecting the Ignore blank check box allows any value to be entered in the validated cell. This is also true for any cells that are referenced by validation formulas: if any referenced cell is blank, selecting the Ignore blank check box allows any value to be entered in the validated cell.

More Validation options:

  1. Display an input message when the cell is clicked.
    1. Click the Input Message tab.
    2. Select Show input message when cell is selected check box.
    3. Fill in the Title and text for the Input message.
  2. Display an error message when wrong data is entered.
    1. Click the Error Alert tab.
    2. Select Show error alert after invalid data is entered check box.
    3. Fill in the Title and text for the Error message.
    4. Select one of the following options for the Style box:
      1. Information: Display an information message. Does not prevent entry of invalid data.
      2. Warning: Display a warning message. Does not prevent entry of invalid data.
      3. Stop : Prevent entry of invalid data.

Tip

If you change the validation settings for a cell, you can automatically apply your changes to all other cells that have the same settings. To do so

  1. Open the Data Validation dialog box.
  2. Click the Settings tab.
  3. Select the Apply these changes to all other cells with the same settings check box.

How to calculate a running average in a column

To calculate a running average, or a moving average, for a range of cells (a column), you use the AVERAGE function. The only trick you need to apply is to make your range changing continuously.

In the example below we want to calculate the running average of the sales from January to June.

Our ranges for the months will be as follows:

January – one cell : B2:B2
February- 2 cells B2:B3
March – 3 cell2: B2:B4 … and so on.

The first cell of the range is always the same for all months : B2, so we will make it absolute reference like this: $B$2. Therefore our formulas , in C column will be like this:

January: =AVERAGE($B$2:B2)
February: =AVERAGE($B$2:B3)
March: =AVERAGE($B$2:B4) …. Ans so on.

Enter the first formula in cell C2 and autofill down the rest of the range.

running-average1

Data

running-average2

Formulas