How To Use Sumifs In Excel: A Step-By-Step Guide

by Jacky Chou
Updated on

Key Takeaway:

  • Understanding SUMIFS Function in Excel: SUMIFS is a function used to add up values based on one or more criteria in multiple ranges. It is useful for analyzing large sets of data and summarizing information based on certain conditions.
  • Syntax of SUMIFS Function: The syntax for using SUMIFS function is =SUMIFS(sum_range, criteria_range1, criteria1, [criteria_range2, criteria2],…). Before utilizing this function, one must separate the range to be applied the function, select the criteria range for each condition, and input conditions and criteria in the formula.
  • Steps to Use SUMIFS Function: To use SUMIFS Function, first, we need to decide the range for the calculation, select the criteria for each condition, enter the conditions and criteria in the formula, and lastly use the SUMIFS Function to get the desired sum of values. These simple steps will lead to the accurate summarization of information based on certain conditions.
  • Tips and Tricks for Using SUMIFS Function: It is recommended to frequently use helpful Excel quick keys such as the F4 key to lock cell references, to refine the search by using the wildcard character (*), and to input a range instead of individual cells to save time.

Struggling with complex calculations in Excel? You can simplify your work and save time with SUMIFS. In this guide, you’ll learn how to use this powerful feature and make your life easier.

Understanding SUMIFS Function in Excel

The Functionality of SUMIFS in Excel

To master the complex operations of Excel, understanding the SUMIFS function is crucial. This function is designed to sum up values based on multiple criteria in a single go, making tasks like data analysis and reporting more manageable.

To use the SUMIFS function, users must specify the range of cells containing the values to be summed, followed by the criteria range and criteria to be evaluated. This function can handle up to 127 criteria ranges and criteria pairs.

Users will find the SUMIFS function useful when working with large datasets, such as sales figures, where filtering results based on specific criteria is necessary.

To ensure efficient use of the SUMIFS function, users should consider adding or removing criteria, customizing criteria ranges, and monitoring the accuracy of the output based on the chosen criteria.

By following such suggestions, individuals can use the SUMIFS function more effectively in their data analysis tasks. Moreover, by combining the knowledge of SUMIFS with other relevant Excel functions, such as COUNTIF, users can gain a more comprehensive understanding of how to manipulate data in Excel.

Syntax of SUMIFS Function

When it comes to working with data in Excel, the SUMIFS function is an essential tool in your arsenal. It allows you to quickly calculate the sum of values in a range that meet certain criteria. Here’s a step-by-step guide to understanding the syntax of the SUMIFS function and how to use it effectively.

  1. Choose the range that you want to sum up. This range should contain all the numerical data that you want to include in your calculations.
  2. Decide on the criteria that you want to use to determine which values to add up. You can have multiple criteria, so be sure to think through each one carefully.
  3. Specify the ranges and criteria in the SUMIFS function. The first argument is the range that you want to add up. The next set of arguments are pairs of ranges and criteria that you want to use to filter the values in the first range. For example, if you want to add up the values in column A that match the criteria in column B, your formula would look something like this: =SUMIFS(A:A,B:B,"criteria").
  4. Hit enter to calculate your result!

One use case for the SUMIFS function might be tracking sales by region. You could use the function to add up the total sales in each region. For example, you could sum up all sales for the Western region that occurred in January.

Overall, the SUMIFS function is a powerful tool for manipulating large amounts of data in Excel. With just a few simple steps, you can start using it to create complex calculations and gain useful insights into your data. And, if you’re interested in exploring other Excel functions, be sure to check out our article on “How to Use the COUNTIF Function in Excel“.

Steps to Use SUMIFS Function

To use SUMIFS in Excel, you need to follow these steps:

  1. Identify the range.
  2. Choose a criteria range for each condition.
  3. Enter conditions and criteria in the formula.
  4. Finally, use the function to work out the sum of values that match the conditions.

This section will help you, step by step! It contains sub-sections that show you the solution.

Identify the range to apply the function

To apply the SUMIFS function, it is crucial to select and define the range of cells that need to be included in the formula. This selection should cover all necessary information that has to be evaluated based on specific criteria.

Column AColumn BColumn C
Sample Data 110Blue
Sample Data 220Red
Sample Data 325Blue
Sample Data 412Red

Using this table as an example, let’s assume we want to find the sum of values from column B where the value in column C is ‘Blue’. In this case, we need to identify the specific range that covers column B and column C for applying the SUMIFS function effectively.

It is essential to choose a contiguous range that includes all relevant columns and rows. Using non-contiguous ranges may result in errors or incorrect outputs. Once the range is identified, enter it into the appropriate argument while using SUMIFS, followed by setting up required criteria for filtering data.

Avoid selecting additional rows or columns with irrelevant data as they can affect the calculation and lead to inaccuracies. When dealing with large datasets, using named ranges can make it easier to manage and modify formulas.

By ensuring a proper range selection, one can avoid potential mistakes and obtain accurate results while performing calculations with SUMIFS function in Microsoft Excel.

Choose your criteria wisely, like you’re swiping left or right on Excel’s Tinder.

Select the criteria range for each condition

To apply the SUMIFS function in Excel, you need to select the range for each criterion precisely. Defining the range accurately ensures that you get accurate results from your function.

Below is a table showcasing how to select the criteria range for each condition using the SUMIFS Function:


After selecting these ranges, you can then enter them into the formula correctly.

It’s essential to note that selecting ranges that do not meet your specific requirements will return an error instead of expected numerical results. Therefore, pay close attention when defining your criteria and their corresponding range to ensure utmost accuracy.

Remember that understanding and using such tools helps save time and effort in data analysis and manipulation while improving decision-making capabilities.

In practice, experienced professionals and analysts use some techniques or shortcuts when applying functions like the SUMIFS function. Such approaches help speed up processes, ensure accuracy and reduce human errors in document processing.

For instance, applying AND logic when defining criteria could ensure increased precision of results while ensuring relevant conclusions are drawn from summarized data in Excel.

Why settle for one condition when you can SUMIFS them all?

Enter the conditions and criteria in the formula

To input the required conditions and criteria into your SUMIFS formula, identify and define each criterion using specific data points. Ensure that each criterion is accurate and appropriately structured before adding it to the formula.

A table below demonstrates how you can enter conditions and criteria in a professional manner using appropriate columns based on true data:

Column AColumn BColumn C
Widget 1Category A$5,000
Widget 2Category B$7,500
Widget 3Category C$6,250

Avoid errors by ensuring that the information in each column aligns with the criteria it represents.

It’s important to note that all of the conditions and criteria should be applied within a single SUMIFS formula. This will ensure that only the relevant data is included in your calculation, improving accuracy and efficiency.

Don’t miss out on the benefits of accurately entering conditions and criteria into your SUMIFS formula. Start optimizing your Excel experience today!

Finally, a way to make Excel do the heavy lifting and not just stare at us judgmentally while we struggle with sums.

Use the SUMIFS Function to calculate the sum of values that match the conditions

To compute the sum of values matching specific criteria, maximize Excel’s SUMIFS function. The function allows evaluating multiple criteria for more precise results while calculating the sum of data. Here is a step-by-step guide to using the SUMIFS function.

  1. Open Microsoft Excel and make sure that your data has headers and is organized in columns.
  2. In a new cell where you want to get the returned value, input =SUMIFS(.
  3. Select the range containing your data, which matches your selected criterion. Enter a comma to move on to the next argument.
  4. Select ranges corresponding to each criterion against which you want to evaluate your dataset. Remember to add operator ‘,’ between ranges and conditions
  5. Close brackets by adding ‘)’ at the end. Press ‘Enter’ key, and voila! Your sum of matching sums will be presented.

Applying this formula can help accelerate various tasks in Excel; however, remember that functions are case-sensitive.

Excel’s models provide an ideal way for managing large amounts of information from spreadsheets via SUMIFS functionality. Accordingly, Word Stream reaffirms that learning Excel skills significantly enhances an individual’s productivity.

Tips and Tricks for Using SUMIFS Function

Tips and Techniques for Utilizing SUMIFS Function

If you struggle with the complexity of Excel formulas, then learning how to use the SUMIFS function is essential. Here are six useful tips for mastering this function:

  • Understand the Syntax: The first step to using SUMIFS is to understand its syntax, which is straightforward and consists of range criteria pairs.
  • Use Wildcards for Flexibility: Wildcards allow you to create criteria that match specific patterns, making it easier to filter data.
  • Combine Functions: To make more complex calculations, you can combine SUMIFS with other Excel functions such as IF, AND, and OR.
  • Sum Multiple Criteria: With SUMIFS, you can sum data based on multiple criteria, making it easier to analyze data that isn’t organized in a traditional database format.
  • Organize Data for Efficient Analysis: The key to efficient analysis is keeping data organized. The cleaner your data, the easier it will be to use formulas like SUMIFS to analyze it.
  • Use Named Ranges: Rather than referencing cell ranges, you can also use named ranges. This makes it easier to remember what data you are referencing.

To use SUMIFS effectively, you need to understand what it does and how it works. It is essential to practice using SUMIFS with different datasets to become more familiar with the function’s capabilities without solely relying on other Excel functions.

Did you know that SUMIFS can speed up data analysis in Excel, especially when working with large datasets? Research conducted by the Excel team at Microsoft found that SUMIFS was one of the most widely used and effective functions in increasing productivity for analyzing data.

Five Facts About How To Use SUMIFS in Excel: A Step-by-Step Guide:

  • ✅ SUMIFS is an Excel function that adds up values based on multiple criteria. (Source: Excel Easy)
  • ✅ The syntax for SUMIFS requires specifying the range of cells to sum, followed by each criteria range and criteria to be used for each. (Source: Exceljet)
  • ✅ SUMIFS can be used with a variety of criteria, including text, numbers, and date ranges. (Source: Microsoft Support)
  • ✅ By using SUMIFS, you can quickly and easily calculate complex totals in large datasets. (Source: Spreadsheeto)
  • ✅ Understanding how to use SUMIFS effectively can greatly improve your data analysis skills and make you a more valuable asset in the workplace. (Source: Forbes)

FAQs about How To Use Sumifs In Excel: A Step-By-Step Guide

What is SUMIFS in Excel?

SUMIFS is a built-in function in Excel that adds up values that meet specific criteria. It allows you to calculate the sum of a range of cells, based on one or more criteria. Multiple criteria can be defined using the SUMIFS function.

How do I use the SUMIFS function in Excel?

To use the SUMIFS function in Excel, start by selecting the cell where you want the result to appear. Then, click on the “Formulas” tab and select “More Functions” > “Statistical” > “SUMIFS”. Next, specify the range of cells you want included in your calculation, followed by the criteria you want to apply. You can add up to 127 ranges and criteria to your SUMIFS formula.

How do I add multiple criteria in SUMIFS?

To add multiple criteria in SUMIFS, include additional criteria ranges and criteria expressions in your formula. For example, if you want to add up values based on both the product and the region, your SUMIFS formula would look like this: =SUMIFS(sum_range, range1, criteria1, range2, criteria2).

Can I use wildcards in SUMIFS criteria?

Yes, you can use wildcards in SUMIFS criteria. Use the asterisk (*) as a wildcard character to represent any number of characters, and use the question mark (?) to represent a single character. For example, if you want to add up all values that include the word “apple”, you can use the criteria “apple*”.

What happens if I make an error in my SUMIFS formula?

If you make an error in your SUMIFS formula, you may get an error message or an inaccurate result. Common errors include mismatched range and criteria values, incorrect formula syntax, and using the wrong function name. To resolve errors in your formula, double-check your syntax and review the criteria you’ve used to ensure they match your data.

Can I use SUMIFS with conditional formatting?

Yes, you can use SUMIFS with conditional formatting in Excel. By applying conditional formatting to your data, you can highlight specific cells or ranges that meet certain criteria, such as cells that contain a specific value or fall within a certain range. You can then use SUMIFS to add up the values in the highlighted cells.

Auther name

Jacky Chou is an electrical engineer turned marketer. He is the founder of IndexsyFar & AwayLaurel & Wolf, a couple of FBA businesses, and about 40 affiliate sites. He is a proud native of Vancouver, BC, who has been featured on Entrepreneur.comForbesOberlo, and GoDaddy.