SUMIFS with Dates

Excel SUMIFS with Dates

SUMIFS function is used when there are more than one criteria when it is fulfilled the range of cells are summed, this function also supports dates as the criteria and the operators for criterion, to use sumifs with dates we need to enter =SUMIFS( Sum range, Range for Date , Criteria Date, Range for Date 2, Criteria Date 2).

SYNTAX: =SUMIFS(sum_range, criteria_range1, criteria1, [criteria_range2, criteria2], [criteria_range3, criteria3],…)

Arguments of Syntax:

SUM Range: Sum Range is the range of cells that you want evaluated based on specified criteria.
Criteria_range1: criteria_range1 is the range of cells from where you would like to specify 1^st criteria
Criteria1: Criteria 1 is the 1^st criterion that needs to be specified from Criteria_range1.
Criteria_range2: If you look at the syntax Criteria_range2 looks optional. It is the range of cells from where you would like to specify 2^nd criteria
Criteria2: Criteria 2 is the 2nd criterion that needs to be specified from Criteria_range2.

Examples
You can download this SUMIFS with Dates Excel Template here – SUMIFS with Dates Excel Template

Example #1

Suppose someone asks you “What is the total sales for Office Supplies in West Region”. Here we have two criteria: 1 – Office Supplies from “Category” 2 – West from “Region” Column.

You will use the SUMIFS function with Dates to get the total sales.

Sum_range: Sum Range will be the sales column as you need to get the total sales.
Criteria_range1: Criteria_range1 will be Range from the Category column
Criteria1: Criteria1 is Office Supplies as criteria_range1 is Category Column that contains the criteria
Criteria_range2: Criteria_range2 will be Range from Region column
Criteria2: Criteria2 will be “West” as you need to get the sales for West region

Note: You can also use Category in criteria_range1 and Region in criteria_range2 however, criteria should be selected according to criteria_range.

The Actual formula will be =SUMIFS(J2:J51,G2:G51,”Office Supplies”,E2:E51,”West”)

The answer is 2762.64.

Example #2

Question: What is the total sales value of the West region before 2017?

Solution: Apply formula =SUMIFS(J2:J51,E2:E51,”West”,B2:B51,”<1/1/2017″) and it will give you the total sales value of Orders before 1/1/2017 for West region.

The answer is 3695.2.

Example #3

Question: What is the total sales value of Phone (Sub-Category) from the west region before 8/27/2017.

Solution: Here You need to get sales based on 3 conditions: – Sub-Category, Region, and Order Date. Here you need to pass criteria_range3 and criteria3 as well.

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Apply formula =SUMIFS(J2:J51,E2:E51,”West”,H2:H51,”Phones”,B2:B51,”< 8/27/2017″) and it will give you the total sales value of Phone (Sub-Category) from west region before 8/27/2017.

The answer is 966.14.

Example #4

Question: What is the total sales value of orders placed in the year 2017.

Solution: You can see that here you need to get sales value of a given year however, you don’t have year fields in the data. You only have “Order Date” so you can pass two conditions, 1^st – Order Date is greater than or equal to 1/1/2017 and 2^nd condition – Order Date is less than or equal to 12/31/2017.

Here you need to apply the following SUMIFS formula for dates

=SUMIFS(J2:J51,B2:B51,”>=1/1/2017″,B2:B51,”<=12/31/2017″)

As you can see that I have also passed excel logical Operator “=” hence this will include both the date.

The answer is 5796.2.

Example #5

Question: Someone asks you to get the sales value for all those orders where we didn’t have a customer name who purchase our product.

Solution: You can see that there is a number of orders where the customer name is blank.

Here you need to apply the following SUMIFS formula for dates =SUMIFS(J2:J51,C2:C51,””)

“” means that this formula will calculate only those cells where there is no value in the customer name field. If you pass “ ” (space in between the inverted comma) then this will not give you proper results as space itself considered as a character.

The answer is 1864.86.

Example #6

Question: Someone asks you to get the sales value for all those orders where the customer name is not blank.

Here you need to apply the following SUMIFS formula for dates =SUMIFS(J2:J51,C2:C51,”<>”)