Sum Values By Criteria in Excel - Excel Tips and Tricks

Learn how to sum values by criteria in Excel.

Unlocking a nuanced dimension of conditional summation in Excel, the formula "=SUM((D6:D38)*(E6:E38="PAID"))" leverages the prowess of array formulas. This elegant approach involves a meticulous interplay of logical operations and arrays to selectively sum values. The expression "(E6:E38="PAID")" generates a binary array, distinguishing cells containing "PAID" with TRUE and others with FALSE. Multiplying this logical array by the corresponding values in D6:D38 acts as a filter, zeroing out the irrelevant entries. The summation that follows is focused solely on the values meeting the specified criterion. This method, free from the confines of SUMIF, not only streamlines the process but also showcases Excel's adaptability in handling diverse criteria, offering a powerful solution for dynamic data analysis.

Let's break down this formula.
=SUM((D6:D38)*(E6:E38="PAID"))

D6:D38: This represents a range of cells from D6 to D38.

E6:E38="PAID": This is a logical test applied to the range E6:E38. It checks if each cell in the range is equal to the text "PAID". This results in an array of TRUE and FALSE values.

(D6:D38)*(E6:E38="PAID"): This is an array operation where the elements of the D column are multiplied by the corresponding elements of the logical array generated in step 2. This operation effectively "filters" the values in column D based on whether the corresponding cell in column E is equal to "PAID".

SUM((D6:D38)*(E6:E38="PAID")): Finally, the SUM function adds up all the values in the array obtained from step 3. It adds only the values where the corresponding cell in column E is equal to "PAID". In other words, it sums the values in column D only if the corresponding cell in column E is "PAID".

In summary, this formula calculates the sum of values in column D where the corresponding entry in column E is "PAID". It's a common technique in spreadsheet formulas to use logical conditions to filter and perform calculations based on certain criteria.

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