How to use Excel SUMIFS and SUMIF with multiple criteria

Example 1. Excel SUMIFS with comparison operators

In our fruit suppliers table, suppose, you want to sum all deliveries by Mike with Qty. 200 or more. To do this, you use the comparison operator "greater than or equal to" (>=) in criteria2 and get the following SUMIFS formula:

=SUMIFS(C2:C9,B2:B9,"Mike",C2:C9,">=200")

We covered all possible comparison operators in detail when discussing Excel SUMIF function, the same operators can be used in SUMIFS criteria. For example, the following formula with return the sum of all values in cells C2:C9 that are greater than or equal to 200 and less than or equal to 300.

=SUMIFS(C2:C9, C2:C9,">=200", C2:C9,"<=300")

Example 2. Using Excel SUMIFS with dates

In case you want to sum values with multiple criteria based on the current date, use the TODAY() function in your SUMIFS criteria, as demonstrated below. The following formula sums values in column D if a corresponding date in column C falls within the last 7 days, including today:

=SUMIFS(D2:D10, C2:C10,">="&TODAY()-7, C2:C10,"<="&TODAY())

In a similar fashion, you can use the Excel SUMIF function to sum values in a given date range. For example, the following SUMIFS formula adds the values in cells C2:C9 if a date in column B falls between 1-Oct-2014 and 31-Oct-2014, inclusive.

=SUMIFS(C2:C9, B2:B9, ">=10/1/2014", B2:B9, "<=10/31/2014")

The same result can be achieved by calculating the difference of two SUMIF functions, as demonstrated in this example - How to use SUMIF to sum values in a given date range. However, Excel SUMIFS is much easier and more understandable, isn't it?

Example 3. Excel SUMIFS with blank and non-blank cells

When analyzing reports and other data, you may often need to sum values corresponding either to empty or non-empty cells.

And now, let's see how you can use a SUMIFS formula with "blank" and "non-blank" criteria on real data.

Suppose, you have an order date in column B, delivery date in column C and Qty. in column D. How do you find the total of products that have not been delivered yet? That is, you want to know the sum of values corresponding to non-empty cells in column B and empty cells in column C.

The solution is to use the SUMIFS formula with 2 criteria:

=SUMIFS(D2:D10, B2:B10,"<>", C2:C10,"=")

Example 1. SUMIF + SUMIF

The simplest solution is to sum the results returned by several SUMIF functions. For example, the following formula demonstrates how to find the total of products delivered by Mike and John:

=SUMIF(C2:C9,"Mike",D2:D9) + SUMIF(C2:C9,"John",D2:D9)

As you see, the first SUMIF function adds the quantities corresponding to "Mike", the other SUMIF function returns the amounts relating to "John" and then you add these 2 numbers.

Example 2. SUM & SUMIF with an array argument

The above solution is very simple and may get the job done quickly when there are only a couple of criteria. But a SUMIF + SUMIF formula may grow up enormously if you want to sum values with multiple OR conditions. In this case, a better approach is using an array criteria argument in the SUMIF function. Let's examine this approach now.

You can start by listing all of your conditions separated by commas and then enclose the resulting comma-separated list in {curly brackets}, which is technically called an array.

In the previous example, if you want to sum the products delivered by John, Mike and Pete, your array criteria will look like {"John","Mike","Pete"}. And the complete SUMIF function is SUMIF(C2:C9, {"John","Mike","Pete"} ,D2:D9).

The array argument consisting of 3 values forces your SUMIF formula to return three separate results, but since we write the formula in a single cell, it would return the first result only - i.e. the total of products delivered by John. To get this array-criteria approach to work, you have to use one more little trick - enclose your SUMIF formula in a SUM function, like this:

=SUM(SUMIF(C2:C9, {"John","Mike","Pete"} , D2:D9))

As you see, an array criteria makes the formula much more compact compared to SUMIF + SUMIF, and lets you add as many values as you like in the array.

This approach works with numbers as well as with text values. For instance, if instead of the suppliers' names in column C, you had supplier IDs like 1, 2, 3 etc., then your SUMIF formula would look similar to this:

=SUM(SUMIF(C2:C9, {1,2,3} , D2:D9))

Unlike text values, numbers needn't be enclosed in double quotes in array arguments.

Example 3. SUMPRODUCT & SUMIF

In case, your preferred way is to list the criteria in some cells rather that specify them directly in the formula, you can use SUMIF in conjunction with the SUMPRODUCT function that multiplies components in the given arrays, and returns the sum of those products.

=SUMPRODUCT(SUMIF(C2:C9, G2:G4, D2:D9))

Where G2:G4 are the cells containing your criteria, the suppliers' names in our case, as illustrated in the screenshot below.

But of course, nothing prevents you from listing the values in an array criteria of your SUMIF function if you want to:

=SUMPRODUCT(SUMIF(C2:C9, {"Mike","John","Pete"}, D2:D9))

The result returned by both formulas will be identical to what you see in the screenshot:

Example 1. SUMIFS + SUMIFS

The formula produced by this approach includes a lot of repetition and looks cumbersome, but it is easy to understand and, most importantly, it works : )

=SUMIFS(D2:D9,C2:C9, "Mike", E2:E9,">=10/1/2014", E2:E9, "<=10/31/2014") +
SUMIFS(D2:D9, C2:C9, "John", E2:E9, ">=10/1/2014", E2:E9, "<=10/31/2014") +
SUMIFS(D2:D9, C2:C9, "Pete", E2:E9, ">=10/1/2014" ,E2:E9, "<=10/31/2014")


As you see, you write a separate SUMIFS function for each of the suppliers and include two conditions - equal to or greater than Oct-1 (">=10/1/2014",) and less than or equal to Oct 31 ("<=10/31/2014"), and then you sum the results.

Example 2. SUM & SUMIFS with an array argument

I've tried to explain the essence of this approach in the SUMIF example, so now we can simply copy that formula, change the order of arguments (as you remember it is different in SUMIF and SUMIFS) and add additional criteria. The resulting formula is more compact than SUMIFS + SUMIFS:

=SUM(SUMIFS(D2:D9,C2:C9, {"Mike", "John", "Pete"}, E2:E9,">=10/1/2014", E2:E9, "<=10/31/2014"))

The result returned by this formula is exactly the same as you see in the screenshot above.

Example 3. SUMPRODUCT & SUMIFS

As you remember, the SUMPRODUCT approach differs from the previous two in the way that you enter each of your criteria in a separate cell rather that specify them directly in the formula. In case of several criteria sets, the SUMPRODUCT function won't suffice and you will have to employ ISNUMBER and MATCH as well.

So, assuming that the Supplies Names are in cells H1:H3, Start Date is in cell H4 and End Date in cell H5, our SUMPRODUCT formula takes the following shape:

=SUMPRODUCT(--(E2:E9>=H4), --(E2:E9<=H5), --(ISNUMBER(MATCH(C2:C9, H1:H3,0))), D2:D9)

Many people wonder why use double dash (--) in SUMPRODUCT formulas. The point is that Excel SUMPRODUCT ignores all but numeric values, while the comparison operators in our formula return Boolean values (TRUE / FALSE), which are non-numeric. To convert these Boolean values to 1's and 0's, you use the double minus sign, which is technically called the double unary operator. The first unary coerces TRUE/FALSE to -1/0, respectively. The second unary negates the values, i.e. reverses the sign, turning them into +1 and 0, which the SUMPRODUCT function can understand.

I hope the above explanation makes sense. And even if it doesn't, just remember this rule of thumb - use the double unary operator (--) when you are using comparison operators in your SUMPRODUCT formulas.

Example 1. Sum with multiple AND criteria in Excel 2003 and earlier

Let's get back to the very first example where we found out a sum of amounts relating to a given fruit and supplier:

As you already know, this task is easily accomplished using an ordinary SUMIFS formula:
=SUMIFS(C2:C9, A2:A9, "apples", B2:B9, "Pete")

And now, let's see how the same task can be fulfilled in early "SUMIFS-free" versions of Excel. First off, you write down all the conditions that should be met in the form of range="condition". In this example, we have two range/condition pairs:

Condition 1: A2:A9="apples"

Condition 2: B2:B9="Pete"

Then, you write a SUM formulas that "multiplies" all of your range/condition pairs, each enclosed in brackets. The last multiplier is the sum range, C2:C9 in our case:

=SUM((A2:A9="apples") * ( B2:B9="Pete") * ( C2:C9))

As illustrated in the screenshot below, the formula perfectly works in the latest Excel 2013 version.

Example 2. SUM array formulas in modern Excel versions

Even in modern versions of Excel, the power of the SUM function should not be underestimated. The SUM array formula is not simply gymnastics of the mind, but has a practical value, as demonstrated in the following example.

Suppose, you have two columns, B and C, and you need to count how many times column C is greater than column B, when a value in column C is greater or equal to 10. An immediate solution that comes to mind is using the SUM array formula:

=SUM((C1:C10>=10) * (C1:C10>B1:B10))

Don't see any practical application to the above formula? Think about it in another way : )

Suppose, you have the orders list like shown in the screenshot below and you want to know how many products have not been delivered in full by a given date. Translated into Excel's language, we have the following conditions:

Condition 1: A value in column B (Ordered items) is greater than 0

Condition 2: A value in column C (Delivered) in less than in column B

Condition 3: A date in column D (Due date) is less than 11/1/2014.

Putting the three range/condition pairs together, you get the following formula:

=SUM((B2:B10>=0)*(B2:B10>C2:C10)*(D2:D10<G2))