Below are some easy to follow examples to help you fully grasp them. You can download the practice file here: https://drive.google.com/file/d/15W7zluKlqD3naEyIskvF4xT9wZ22qvYZ/view?usp=sharing
SUMIF
I have a transaction database for a pizza restaurant and I am interested in total sales for Hot Veggie. With SUMIF I can get that done easily.
=SUMIF(B:B,"Hot Veggie",E:E)
SUMIFS
What if we also want to consider other conditions beyond just the name of the pizza sold, say we want to find the sales amount for all the Hot Veggie sold after 8:30 am?
That is what SUMIFS is for; it is the plural form of SUMIF, allowing you to chain as many conditions as you want.
=SUMIFS(E:E,B:B,"Hot Veggie",F:F,">8:30")
COUNTIF
Maybe I am just interested in the number of transactions that are for Hot Veggie. Again, very easy. We just use COUNTIF.
=COUNTIF(B:B,"Hot Veggie")
COUNTIFS
How about count of transactions for Hot Veggie that happened after 8:30?
=COUNTIFS(B:B,"Hot Veggie",F:F,">8:30")
Now to the very interesting parts. What if I am interested in not just Hot Veggie, but also Meatzaa, Italiano and BBQ Chicken?
Q: Sum all the sales for Meatzaa, Hot Veggie, Italiano and BBQ Chicken
A: =SUM(SUMIF(B:B,{"Meatzaa","Hot Veggie","Italiano","BBQ Chicken"},E:E))
You might wonder why the {..} wrapping the list of pizzas. It is how Excel allows you to specify an array (a list, like we've done). Also, you might wonder why the SUM(...) around the SUMIF formula. It is what allows Excel to sum up all the different answers for each pizza type. See what I mean from the partially calculated formula screenshot below.
And you can use this same pattern for SUMIFS, COUNTIF and COUNTIFS.
Q: Sum all the sales for Meatzaa, Hot Veggie, Italiano and BBQ Chicken after 8:30 am
A: =SUM(SUMIFS(E:E,B:B,{"Meatzaa","Hot Veggie","Italiano","BBQ Chicken"},F:F,">8:30"))
Q: Count of all the transactions for Meatzaa, Hot Veggie, Italiano and BBQ Chicken
A: =SUM(COUNTIF(B:B,{"Meatzaa","Hot Veggie","Italiano","BBQ Chicken"}))
Q: Count of all the transactions for Meatzaa, Hot Veggie, Italiano and BBQ Chicken after 8:30 am
A: =SUM(COUNTIFS(B:B,{"Meatzaa","Hot Veggie","Italiano","BBQ Chicken"},F:F,">8:30"))
For more of these types of very useful tutorials you can check out https://www.urbizedge.com/Tutorials and subscribe to my YouTube channel
This breakdown of Excel functions like SUMIF, COUNTIF, and their multi-condition variants is incredibly helpful. The examples with pizza sales make the formulas easy to understand and apply in real-life scenarios. The use of arrays within SUMIF and SUMIFS is especially useful for advanced analysis. I’ll definitely be registering for the next training! Looking forward to showing up with my notebook, excitement, and one of my favorite baseball caps for a productive session.
ReplyDeleteThis is a highly informative topic for Excel users! Learning how to use SUMIF, SUMIFS, COUNTIF, and COUNTIFS for multiple values of interest at once can significantly improve data analysis and efficiency. These functions are essential for anyone working with large datasets or performing detailed calculations. For professionals in creative industries like embroidery digitizing, mastering Excel helps manage orders, track production costs, and analyze customer data effectively. Accurate data handling is as crucial in embroidery as it is in business. Combining Excel skills with expert embroidery digitizing can streamline workflow and boost overall productivity for any embroidery business.
ReplyDeleteThis is a highly practical and well-explained guide on using SUMIF, SUMIFS, COUNTIF, and COUNTIFS to perform conditional aggregation in Excel. The pizza-sales example makes the concepts very intuitive, and the demonstration of using array constants (e.g. {"Meatzaa","Hot Veggie","Italiano","BBQ Chicken"}) combined with SUM(...) really showcases how to capture multiple criteria efficiently. This approach is especially powerful when you need to summarize or count across several categories in one go. I'll definitely be using this pattern in my own data work — thanks for breaking it down so clearly.
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