
Conditional Sums with SUMIF and SUMIFS (Dates, Text, and Multiple Criteria)
Calculate conditional sums instantly without a PivotTable. Automate combinations of dates, categories, regions, and statuses with SUMIF/SUMIFS.
Basic Syntax and Differences
| Function | Syntax | Key Point |
|---|---|---|
| SUMIF | =SUMIF(criteria_range, criteria, [sum_range]) | One criterion. If sum_range is omitted, Excel sums criteria_range. |
| SUMIFS | =SUMIFS(sum_range, criteria_range1, criteria1, [criteria_range2, criteria2], ...) | Enter the sum range first, then list criteria pairs. |
TIP: All ranges must be the same size (with matching rows and columns).
Single Criterion — SUMIF
Example 1) Total sales for the “Keyboard” category
=SUMIF(A2:A100, "Keyboard", C2:C100)
Example 2) Amount ≥ 50,000
=SUMIF(C2:C100, ">=50000")
Enter the operator and number as a text string, or join the operator to a cell value: ">="&F2
Multiple Criteria — SUMIFS (AND/OR)
Example 3) Region=Seoul AND product=Keyboard
=SUMIFS(C2:C100, A2:A100, "Keyboard", B2:B100, "Seoul")
Example 4) Product=Keyboard OR Mouse
=SUM(SUMIFS(C2:C100, A2:A100, "Keyboard"),
SUMIFS(C2:C100, A2:A100, "Mouse"))
Example 5) OR criteria with multiple values (list reference)
=SUMPRODUCT(SUMIFS(C2:C100, A2:A100, F2:F5))
In Microsoft 365:
=SUM(SUMIFS(C2:C100, A2:A100, F2:F5)) // sum spilled results
Date Range Sums (Monthly/Period)
Example 6) 2025-08-01 to 2025-08-31
=SUMIFS(C2:C100, B2:B100, ">="&DATE(2025,8,1), B2:B100, "<="&DATE(2025,8,31))
Example 7) Total for the month of the reference date in F2
=SUMIFS(C:C, B:B, ">="&EOMONTH(F2,-1)+1, B:B, "<="&EOMONTH(F2,0))
Example 8) Last business day of the month only (bonus)
=SUMIFS(C:C, B:B, WORKDAY(EOMONTH(B:B,0),-1)) // array caution
In practice, the most reliable approach is to create month or quarter labels in a helper column and summarize them.
Include or Exclude Text and Wildcards
Example 9) Products containing “Pro”
=SUMIFS(C2:C100, A2:A100, "*Pro*")
Example 10) Exclude “Refurbished”
=SUMIFS(C2:C100, D2:D100, "<>*Refurbished*")
Example 11) Codes with exactly three characters (the ? wildcard)
=SUMIFS(C2:C100, A2:A100, "???")
Tables, Dynamic Arrays, and Alternative Formulas
Example 12) Table (recommended) — readability and automatic ranges
=SUMIFS(Sales[Amount], Sales[Item], "Keyboard", Sales[Region], "Seoul")
Example 13) Alternative calculation with FILTER (Microsoft 365)
=SUM(FILTER(C2:C100, (A2:A100="Keyboard")*(B2:B100="Seoul")))
Example 14) Reuse formulas and improve performance with LET
=LET(it,A2:A100, rg,B2:B100, val,C2:C100,
SUMIFS(val, it,"Keyboard", rg,"Seoul"))
Mistakes, Errors, and Performance Tips
- Mismatched range sizes → Make the row and column counts the same for all ranges.
- Numbers stored as text → Convert them with VALUE or standardize the source format.
- Blank cells vs. 0 → The criterion
"="matches blank cells only;=0matches cells with a value of 0. - Overusing whole-column references → Use exact ranges or tables (for better speed).
- Case sensitivity → SUMIF/SUMIFS are not case-sensitive. If needed, use
SUMPRODUCT(EXACT(...)*value).
Summary
| Goal | Typical Formula |
|---|---|
| Single criterion | SUMIF(criteria_range, criteria, sum_range) |
| Multiple criteria (AND) | SUMIFS(sum_range, criteria_range1, criteria1, criteria_range2, criteria2) |
| Multiple criteria (OR) | SUM(SUMIFS(...), SUMIFS(...)) or SUMPRODUCT |
| Date period | ">="&start_date, "<="&end_date |
| Wildcards | * (multiple characters), ? (one character), ~ (escape) |
FAQ
What are the advantages compared with a PivotTable?
PivotTables are excellent for summarizing and analyzing, while SUMIFS calculates instantly within a cell, making it suitable for formula-based reports. Using both together is ideal.
What if I have more than 10 criteria?
Use a list (spilled range) with SUMPRODUCT(SUMIFS(..., criteria_range, list)), or use Microsoft 365's BYROW/FILTER for flexible handling.