The SUMIFS formula is one of the most powerful tools in Excel, allowing you to sum values based on multiple criteria. In this article, we will use the formula to calculate totals (e.g., sales amount or number of calls) for specific date ranges and criteria.
Example Dataset
The dataset consists of the following columns:
- Date (Column B)
- Name (Column C)
- Number of Calls (Column D)
- Sales Amount (Column E)
Objective
We aim to calculate the total Sales Amount & Total Calls for a given date range and a specific name.
Formula Used:
=SUMIFS(D:D,B:B,">="&G2,B:B,"<="&H2,C:C,I2)
Here’s the explanation:
- SUMIFS(D:D,…): Adds up the values in the “Number of Calls” column (Column D) based on the criteria.
- B:B: The column containing the Date values.
- >=”&G2: Ensures the dates are greater than or equal to the start date in cell G2.
- <=”&H2: Ensures the dates are less than or equal to the end date in cell H2.
- C:C,I2: The column containing the Name values (Column C) and the specific name criteria entered in cell I2.
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