How to SUM Values in One Field Based on Criteria from Multiple Fields in Excel

SUMIFS and DSUM Functions

SUMIFS and DSUM Functions

The new SUMIFS() Function was introduced in Excel 2007. With SUMIFS, you can sum the values in one field based up criteria that comes from multiple fields. This is a very valuable Function.

SUMIFS Function

The key to understanding SUMIFS, is that you “pair” a criteria range with the criteria for that range. As you watch my tutorial, the importance of this concept will become clear to you.

DSUM Function

If you are using – or need to create workbooks that are compatible with – older versions of Excel – e.g. Excel 2003, you can use the DSUM Function to achieve the same results. The DSUM belongs to the Database Functions set in Excel.

Use Named Cell Ranges in Formulas

I highly recommend that you learn how to create – and then use – named cell references in your Excel Formulas and Functions. In this tutorial, I show you how to do this. Once you have created a named cell reference, you can use the F3 Keyboard Shortcut to show a dialog box that lists all of the named Ranges that you can post into your formulas. This will save you time and help to ensure accuracy in your formulas – especially when you cop a formula to another location.

Bonus: Create Drop-down Menu with Data Validation

When using Multiple Criteria, I like to be able to select my criteria values from a drop-down list. In this lesson, I demonstrate how to do this using Data Validation in Excel.

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Watch Video in High Definition

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How to Use Database Functions for Excel Tables and Lists

Database Functions include DSUM, DAVERAGE, DCOUNT. They are easy to use. You can use them with your Excel Tables and Lists. You use Database Functions to return the results (Sum, Average, Count, etc.) that you get from a Filter – or in this case, The Criteria.

Database Functions

Database Functions

Database Function Arguments

Each Database Function uses the same three required arguments:

  1.  
    1. Database. The Range that begins with your Data Set Labels and includes each column and each row in the database range. I prefer to use a “Named Range” for this argument.
  2. Field. The reference to the Field Label for the field that you wish to calculate (Sum, Count, Average, etc.) There are three ways to refer to this label: (Click on the cell with the label, use a column reference number (1,2,3, etc.) counting from Left to Right, type the “Label Name” inside ” ” quotation marks.
  3. Criteria. The Criteria Range that includes the Column Label for the criteria and the cells that contain the values or formulas you are using as your criteria.

It takes only a few minutes to set up your “Excel Dashboard” for the Criteria Range and your Results (e.g., the sum of the values in the field that match your criteria.) Change a value in your criteria and your results update automatically.

Filtering Data in Excel

If you use a structured data set in Excel, you probably use AutoFilters or Advanced Filters. Use Database Functions to “capture” the totals, averages, and counts of those queries.

If you need to review or learn how to apply Filters to data in Excel, watch these two lessons:

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