Excel SUMIFS: Sum Only Values Meeting Multiple Criteria

 The SUMIFS function extends the usefulness of the SUMIF function by allowing you to specify from 2 to 127 criteria rather than just one as in SUMIF.

Normally, SUMIFS works with rows of data called records. In a record, all of the data in each cell or field in the row is related - such as a company's name, address and phone number.

SUMIFS looks for specific criteria in two or more fields in the record and only if it finds a match for each field specified is the data for that record summed up.

01
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How the SUMIFS Function Works

Excel SUMIFS Function Tutorial
Excel SUMIFS Function Tutorial. © Ted French

In the SUMIF step by step tutorial we matched the single criterion of sales agents who had sold more than 250 orders in a year.

In this tutorial, we will set two conditions using SUMIFS - that of sales agents in the East sales region who had fewer than 275 sales in the past year.

Setting more than two conditions can be done by specifying additional Criteria_range and Criteria arguments for SUMIFS.

Following the steps in the tutorial topics below walks you through creating and using the SUMIFS function seen in the image above.

Tutorial Topics

  • Entering the Tutorial Data
  • The SUMIFS Function's Syntax
  • Starting the SUMIFS Function
  • The Sum_range Argument
  • The Criteria_range1 Argument
  • The Criteria1 Argument
  • The Criteria_range2 Argument
  • The Criteria2 Argument
02
of 10

Entering the Tutorial Data

Entering the Tutorial Data
Entering the Tutorial Data. © Ted French

The first step to using the SUMIFS function in Excel is to enter the data.

Enter the data into cells D1 to F11 of an Excel worksheet as seen in the image above.

The SUMIFS function and the search criteria (less than 275 orders and sales agents from the East sales region) will be added to row 12 below the data.

The tutorial instructions do not include formatting steps for the worksheet.

This will not interfere with completing the tutorial. Your worksheet will look different than the example shown, but the SUMIFS function will give you the same results.

03
of 10

The SUMIFS Function's Syntax

The SUMIFS Function's Syntax
The SUMIFS Function's Syntax. © Ted French

In Excel, a function's syntax refers to the layout of the function and includes the function's name, brackets, and arguments.

The syntax for the SUMIFS function is:

= SUMIFS (Sum_range, Criteria_range1, Criteria1, Criteria_range2, Criteria2, ...)

Note: Up to 127 Criteria_range / Criteria pairs can be specified in the function.

The SUMIFS Function's Arguments

The function's arguments tell the function what conditions are being tested for and what range of data to sum when those conditions are met.

All arguments in this function are required.

Sum_range - the data in this range of cells is summed when a match is found between all specified Criteria and their corresponding Criteria_range arguments.

Criteria_range - the group of cells the function is to search for a match to the corresponding Criteria argument.

Criteria - this value is compared with the data in the corresponding Criteria_range. Actual data or the cell reference to the data can be entered for this argument.

04
of 10

Starting the SUMIFS Function

Starting the SUMIFS Function
Starting the SUMIFS Function. © Ted French

Although it is possible to just type the SUMIFS function into a cell in a worksheet, many people find it easier to use the function's dialog box to enter the function.

Tutorial Steps

  1. Click on cell F12 to make it the active cell. This is where we will enter the SUMIFS function.
  2. Click on the Formulas tab.
  3. Click on the Math & Trig icon on the ribbon to open the function drop down list.
  4. Click on SUMIFS in the list to bring up the SUMIFS function's dialog box.

The data that we enter into the blank lines in the dialog box will form the arguments of the SUMIFS function.

These arguments tell the function what conditions we are testing for and what range of data to sum when those conditions are met.

05
of 10

Entering the Sum_range Argument

Excel 2010 SUMIFS Function Tutorial
Excel 2010 SUMIFS Function Tutorial. © Ted French

The Sum_range argument contains the cell references to the data we want to add up.

When the function finds a match between all of the specified Criteria and Criteria_range arguments for a record the Sum_range field for that record is included in the total.

In this tutorial, the data for the Sum_range argument is located in the Total Sales column.

Tutorial Steps

  1. Click on the Sum_range line in the dialog box.
  2. Highlight cells F3 to F9 in the worksheet to add these cell references to the Sum_range line.
06
of 10

Entering the Criteria_range1 Argument

Entering the Criteria_range1 Argument
Entering the Criteria_range1 Argument. © Ted French

In this tutorial we are trying to match two criteria in each data record:

  1. Sales agents from the East sales region.
  2. Sales agents who have made fewer than 275 sales this year.

The Criteria_range1 argument indicates the range of cells the SUMIFS is to search when trying to match the first criteria - the East sales region.

Tutorial Steps

  1. In the dialog box, click on the Criteria_range1 line.
  2. Highlight cells D3 to D9 in the worksheet to enter these cell references as the range to be searched by the function.
07
of 10

Entering the Criteria1 Argument

Entering the Criteria1 Argument
Entering the Criteria1 Argument. © Ted French

In this tutorial, the first criteria we are looking to match is if data in the range D3:D9 equals East.

Although actual data - such as the word East - can be entered into the dialog box for this argument it is usually best to add the data to a cell in the worksheet and then enter that cell reference into the dialog box.

Tutorial Steps

  1. Click on the Criteria1 line in the dialog box.
  2. Click on cell D12 to enter that cell reference. The function will search the range selected in the previous step for data that matches this criteria.
  3. The search term (East) will be added to cell D12 in the last step of the tutorial.

How Cell References Increase SUMIFS Versatility

If a cell reference, such as D12, is entered as the Criteria Argument, the SUMIFS function will look for matches to whatever data has been typed into that cell in the worksheet.

So after finding the sales amount for the East region it will be easy to find the same data for another sales region simply by changing East to North or West in cell D12. The function will automatically update and display the new result.

08
of 10

Entering the Criteria_range2 Argument

Entering the Criteria_range2 Argument
Entering the Criteria_range2 Argument. © Ted French

As mentioned previously, in this tutorial we are trying to match two criteria in each data record:

  1. Sales agents from the East sales region.
  2. Sales agents who have made fewer than 275 sales this year.

The Criteria_range2 argument indicates the range of cells the SUMIFS is to search when trying to match the second criteria - sales agents who have sold fewer than 275 orders this year.

Tutorial Steps

  1. In the dialog box, click on the Criteria_range2 line.
  2. Highligt cells E3 to E9 in the worksheet to enter these cell references as the second range to be searched by the function.
09
of 10

Entering the Criteria2 Argument

Entering the Criteria2 Argument
Entering the Criteria2 Argument. © Ted French

In this tutorial, the second criteria we are looking to match is if data in the range E3:E9 is less than 275 sales orders.

As with the Criteria1 argument, we will enter the cell reference to Criteria2's location into the dialog box rather than the data itself.

Tutorial Steps

  1. Click on the Criteria2 line in the dialog box.
  2. Click on cell E12 to enter that cell reference. The function will search the range selected in the previous step for data that matches this criteria.
  3. Click OK to complete the SUMIFS function and close the dialog box.
  4. An answer of zero ( 0 ) will appear in cell F12 - the cell where we entered the function - because we have not yet added the data to the Criteria1 and Criteria2 fields (C12 and D12). Until we do, there is nothing for the function to add up and so the total stays at zero.
  5. The search criteria will be added in the next step of the tutorial.
10
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Adding the Search Criteria and Completing the Tutorial

Adding the Search Criteria
Adding the Search Criteria. © Ted French

The last step in the tutorial is to add data to the cells in the worksheet identified as containing the Criteria arguments.

Tutorial Steps

For help with this example see the image above.

  1. In cell D12 type East and press the Enter key on the keyboard.
  2. In cell E12 type <275 and press the Enter key on the keyboard (the " < " is the symbol for less than in Excel) .
  3. The answer $119,719.00 should appear in cell F12.
  4. Only two records those in rows 3 and 4 match both criteria and, therefore, only the sales totals for those two records are summed by the function.
  5. The sum of $49,017 and $70,702 is $119,719.
  6. When you click on cell F12, the complete function
    =SUMIFS(F3:F9,D3:D9,D12,E3:E9,E12) appears in the formula bar above the worksheet.
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Your Citation
French, Ted. "Excel SUMIFS: Sum Only Values Meeting Multiple Criteria." ThoughtCo, Jan. 16, 2018, thoughtco.com/excel-sumifs-sum-3124007. French, Ted. (2018, January 16). Excel SUMIFS: Sum Only Values Meeting Multiple Criteria. Retrieved from https://www.thoughtco.com/excel-sumifs-sum-3124007 French, Ted. "Excel SUMIFS: Sum Only Values Meeting Multiple Criteria." ThoughtCo. https://www.thoughtco.com/excel-sumifs-sum-3124007 (accessed January 22, 2018).