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Excel SUMIFS Function

Take our example.  Here we have a list of bank accounts in three different branches: Brighton, London and Lewes.  For each account we also have information on what type of account it is and then finally the account balance.

We are going to use SUMIFS to calculate the total amount held in current accounts at the Brighton branch.

To follow this example type the following data starting in A1 and using a separate column for each field.

Branch                 Type                    Balance

Brighton              Current                5698

Lewes                  Savings                78878

London                ISA                      7865

Brighton              Savings                45321

Lewes                  ISA                      12356

Brighton              Current                8765

London                Savings                98345

Brighton              ISA                      76234

Brighton              Savings                3244

London                ISA                      789876

Brighton              Current                781990

Now enter the following:

Click in cell E1 and type
Branch

Click cell F1 and type
Type

Click in cell G1 and type

Total

Click in cell E2 and type

Brighton

Click in cell F2 and type

Current

Click in cell G2 – this is where we will use our SUMIFS function
Click on the fx (Insert Function) button on the formula bar

Type SUMIFS into the search box and click Go

Click on OK

In the Sum Range box type c2:c12
This is the range of cells we want to add up

In the Criteria_range1 box type a2:a12

This is the range for our branch criteria

In the Criteria1 box type Brighton

In the Criteria_range2 box type b2:b12

This is the range for our account type criteria

In the Criteria2 box type Current

Click on OK and you should get the answer 796453

You might want to try specifying two criteria on the same column.  For example sum up balances for all accounts held in Brighton and Lewes.

Also try adding more than two criteria, say two criteria for one column and an additional criteria for another.

For those of you who use the COUNTIF function try out the COUNTIFS function in Excel 2007.  Like SUMIFS this allows you to specify more than one criteria to count on.

Chester Tugwell

Chester Tugwell is a freelance Microsoft Office trainer and owner of Blue Pecan Computer Training based in Sussex, UK. He provides a comprehensive set of Excel training courses as well as other Microsoft Office training options. More free computer training materials are available via the Blue Pecan website.

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