Excel SUMIF and SUMIFS
What are SUMIF and SUMIFS?
SUMIF: Sum cells that meet one condition
SUMIFS: Sum cells that meet multiple conditions (AND logic)
SUMIF Syntax
=SUMIF(range, criteria, [sum_range])
range: Where to check the condition
criteria: What to look for
sum_range: What to sum (optional, defaults to range)
SUMIF Examples
Basic Example
Data:
A B
Product Sales
Apple 100
Orange 150
Apple 200
Banana 120
Sum all Apple sales:
=SUMIF(A:A, "Apple", B:B)
Result: 300
With Comparison Operators
=SUMIF(B2:B10, ">100", B2:B10)
Sum values greater than 100
=SUMIF(B2:B10, ">=50")
Sum values 50 or more (sum_range optional when same as range)
=SUMIF(B2:B10, "<>"&0, B2:B10)
Sum all non-zero values
With Cell Reference
Target in D1: 50
=SUMIF(B2:B10, ">"&D1, B2:B10)
Sum values greater than D1
=SUMIF(A2:A10, C2, B2:B10)
Sum where column A matches C2
SUMIFS Syntax
=SUMIFS(sum_range, criteria_range1, criteria1, criteria_range2, criteria2, ...)
sum_range: What to sum (comes FIRST!)
criteria_range1: Where to check first condition
criteria1: First condition
... more pairs as needed
SUMIFS Examples
Two Conditions
Data:
A B C
Product Region Sales
Apple East 100
Orange West 150
Apple West 200
Apple East 120
Sum Apple sales in East region:
=SUMIFS(C:C, A:A, "Apple", B:B, "East")
Result: 220
Multiple Conditions
=SUMIFS(D2:D100, A2:A100, "Widget", B2:B100, ">=50", C2:C100, "California")
Sum sales where:
- Product = "Widget"
- Quantity >= 50
- State = "California"
Date Range
=SUMIFS(C2:C100, A2:A100, ">=1/1/2024", A2:A100, "<=12/31/2024")
Sum sales in 2024
=SUMIFS(C2:C100, A2:A100, ">="&DATE(2024,1,1), A2:A100, "<"&TODAY())
Sum from start of 2024 to today
SUMIF vs SUMIFS Key Differences
| Aspect | SUMIF | SUMIFS |
|---|---|---|
| Conditions | One condition | Multiple (AND logic) |
| Argument order | range, criteria, sum_range | sum_range, range1, crit1, ... |
| sum_range | Optional (3rd argument) | Required (1st argument) |
| Use when | Single condition | Multiple conditions |
Real-World Examples
Sales Report
Total sales by salesperson:
=SUMIF($A$2:$A$100, "John Smith", $C$2:$C$100)
Total sales above quota:
=SUMIF($C$2:$C$100, ">50000")
Sales in Q1:
=SUMIFS($C$2:$C$100, $B$2:$B$100, ">=1/1/2024", $B$2:$B$100, "<=3/31/2024")
Expense Tracking
Total expenses by category:
=SUMIF(Categories, "Marketing", Amounts)
Expenses over $1000:
=SUMIF(Amounts, ">1000")
Travel expenses in December:
=SUMIFS(Amounts, Categories, "Travel", Dates, ">=12/1/2024", Dates, "<=12/31/2024")
Inventory Management
Total quantity of product X:
=SUMIF(Products, "Product X", Quantities)
Items below reorder point:
=SUMIF(Stock_Levels, "<"&Reorder_Point, Stock_Levels)
High-value items in warehouse A:
=SUMIFS(Values, Warehouses, "A", Values, ">10000")
Common Use Cases
1. Sum Between Two Values
=SUMIFS(B2:B10, B2:B10, ">=50", B2:B10, "<=100")
Sum values between 50 and 100
2. Sum with OR Logic
Sum "Apple" OR "Orange" sales:
=SUMIF(A:A, "Apple", B:B) + SUMIF(A:A, "Orange", B:B)
Or use SUMPRODUCT:
=SUMPRODUCT((A2:A10="Apple")+(A2:A10="Orange"), B2:B10)
3. Sum Excluding Specific Values
=SUMIF(A2:A10, "<>Cancelled", B2:B10)
Sum all except "Cancelled"
4. Sum with Wildcards
=SUMIF(A2:A10, "*Widget*", B2:B10)
Sum any product containing "Widget"
=SUMIF(A2:A10, "A*", B2:B10)
Sum products starting with "A"
Advanced Techniques
Dynamic Criteria
Sum based on dropdown selection:
=SUMIF($A$2:$A$100, $E$1, $B$2:$B$100)
Where E1 contains dropdown
Partial Match with SUMIFS
=SUMIFS(C2:C100, A2:A100, "*"&E1&"*")
Sum where column A contains value in E1
Current Month Sales
=SUMIFS(Sales, Dates, ">="&DATE(YEAR(TODAY()), MONTH(TODAY()), 1),
Dates, "<"&TODAY())
Rolling 12-Month Sum
=SUMIFS(Sales, Dates, ">="&TODAY()-365, Dates, "<="&TODAY())
Common Errors
#VALUE! Error
WRONG: =SUMIF(A2:A10, >50, B2:B10)
RIGHT: =SUMIF(A2:A10, ">50", B2:B10)
WRONG: =SUMIF(A2:A10, >=C1, B2:B10)
RIGHT: =SUMIF(A2:A10, ">="&C1, B2:B10)
Wrong Range Sizes
WRONG: =SUMIF(A2:A10, "Apple", B2:B20)
Ranges must be same size!
RIGHT: =SUMIF(A2:A10, "Apple", B2:B10)
SUMIFS Argument Order
WRONG: =SUMIFS(A2:A10, "Apple", B2:B10)
Order is different from SUMIF!
RIGHT: =SUMIFS(B2:B10, A2:A10, "Apple")
sum_range comes first in SUMIFS
Performance Tips
- Use specific ranges: A2:A100 instead of A:A
- Lock references with $: $A$2:$A$100
- Use SUMIFS instead of nested IFs
- Consider pivot tables for complex summaries
- Use named ranges for readability
Alternative: SUMPRODUCT
More flexible than SUMIF/SUMIFS:
=SUMPRODUCT((A2:A10="Apple")*(B2:B10>100)*C2:C10)
Sum where product = "Apple" AND price > 100
=SUMPRODUCT((A2:A10="Apple")+(A2:A10="Orange"), C2:C10)
Sum where product = "Apple" OR "Orange" (OR logic!)
Quick Reference
SUMIF:
=SUMIF(range, criteria, sum_range)
=SUMIF(A2:A10, "Apple", B2:B10)
=SUMIF(B2:B10, ">100")
SUMIFS:
=SUMIFS(sum_range, range1, crit1, range2, crit2, ...)
=SUMIFS(C2:C10, A2:A10, "Apple", B2:B10, ">100")
Operators:
">", "<", ">=", "<=", "<>", "="
Wildcards:
"*" = any characters
"?" = one character
Common Formulas
Sum by category: =SUMIF(Categories, "Food", Amounts)
Sum > value: =SUMIF(Amounts, ">1000")
Sum this year: =SUMIFS(Sales, Dates, ">="&DATE(YEAR(TODAY()),1,1))
Sum last month: =SUMIFS(Sales, Dates, ">="&DATE(YEAR(TODAY()), MONTH(TODAY())-1, 1),
Dates, "<"&DATE(YEAR(TODAY()), MONTH(TODAY()), 1))
Sum with 2 conditions: =SUMIFS(Sales, Products, "Widget", Regions, "East")
Sum excluding: =SUMIF(Status, "<>Cancelled", Amounts)
Best Practices
- Use SUMIFS for multiple conditions (don't nest SUMIF)
- Remember argument order: SUMIF (range first), SUMIFS (sum_range first)
- Always use quotes and & for criteria with operators
- Lock ranges with $ when copying formulas
- Use named ranges for better readability
- Test with small data before applying to full dataset
Key Takeaways:
- SUMIF: One condition, syntax: (range, criteria, sum_range)
- SUMIFS: Multiple conditions (AND), syntax: (sum_range, range1, crit1, ...)
- For OR logic, use multiple SUMIF or SUMPRODUCT
- Use quotes around criteria, & for cell references
- Wildcards: * (any chars), ? (one char)
- SUMIFS argument order is DIFFERENT from SUMIF!