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 to be evaluated based on specified criteria.
- Criteria_range1: criteria_range1 is the range of cells from where you would like to specify 1st criteria
- Criteria1: Criteria 1 is the 1st 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 2nd criteria.
- Criteria2: Criteria 2 is the 2nd criterion that needs to be specified from Criteria_range2.
You can download this SUMIFS with Dates Excel Template here – SUMIFS with Dates Excel Template
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 functionSUMIFS FunctionThe SUMIF Function is a conditional sum function that calculates the sum of given numbers based on a condition. It only uses one condition, and the syntax for using this function is =SUMIF (Range, Criteria, Sum range). 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 the 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.
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 the West region.
The answer is 3695.2.
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.
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.
Question: What is the total sales value of orders placed in the year 2017.
Solution: You can see that here you need to get the 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, 1st – Order Date is greater than or equal to 1/1/2017, and 2nd condition – Order Date is less than or equal to 12/31/2017.
Here you need to apply the following SUMIFS formula for dates.
As you can see that I have also passed excel logical OperatorExcel Logical OperatorIn Excel, logical operators, also known as comparison operators, are used to compare two or more values. Depending on whether the condition matching is true or false, these operators return the output. “=”; hence this will include both the date.
The answer is 5796.2.
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 is considered as a character.
The answer is 1864.86.
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,”<>”)
This has been a guide to SUMIFS with Dates. Here we will learn how to sum values between two date range in Excel along with practical examples and a downloadable excel template. You may learn more about excel from the following articles –