Chapter 19: The SUMIF, AVERAGEIF, SUMIFS, and AVERAGEIFS Functions Page 1 of 5

Chapter 19: The SUMIF, AVERAGEIF,

SUMIFS, and AVERAGEIFS Functions
Overview
Im a sales manager for a makeup company and have summarized for each sales transaction the
following information: salesperson, date of sale, units sold (or returned), total price received (or paid
out for returns). How can I answer the following questions?

l What was the total dollar amount of merchandise sold by each salesperson?

l How many units were returned?

l What was the total dollar amount of sales in or after 2005?

l How many units of lip gloss were sold? How much revenue did lip gloss sales bring in?

l What was the total dollar amount of sales made by someone other than a specific salesperson?

l What was the average number of units sold in each transaction made by a specific salesperson?

l What was the total dollar amount of lipstick sold by a specific salesperson?

l What was the average quantity (in units) of lipstick in each sale made by a specific
salesperson?

l Among transactions involving at least 50 units, what was the average quantity of lipstick in
each sale made by a specific salesperson?

l Among transactions of more than $100, what was the total dollar amount of lipstick sold by a
specific salesperson? What about transactions of less than $100?

If you want to sum all the entries in one column (or row) matching criteria that depend on another
column (or row), the SUMIF function gets the job done. The syntax of the SUMIF function is
SUMIF(range,criterion,[sum range]).

l Range is the range of cells that you want to evaluate with a criterion.

l Criterion is a number, date, or expression that determines whether a given cell in the sum
range is added.

l Sum range is the range of cells that are added. If sum range is omitted, it is assumed to be the
same as range.

The rules for criteria you can use with the SUMIF function are identical to the rules used for the
COUNTIF function. For information about the COUNTIF function, see Chapter 18, The
COUNTIF, COUNTIFS, COUNT, COUNTA, and COUNTBLANK Functions.

The new AVERAGEIF function has the syntax AVERAGEIF(range,criterion,[average_range]).

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AVERAGEIF will average the range of cells meeting a criterion.

Microsoft Office Excel 2007 includes three new functions you can use to flag rows that involve
multiple criteria: COUNTIFS (discussed in Chapter 18), SUMIFS, and AVERAGEIFS. Other
functions that you can use to do calculations involving multiple criteria are discussed in our chapter
on database statistical functions (see Chapter 39, Summarizing Data with Database Statistical
Functions). Array functions (see Chapter 74, Array Functions and Formulas) can also be used to
handle calculations involving multiple criteria.

The syntax of SUMIFS is SUMIFS(sumrange,range1,criterion1,range2,criterion2,,rangeN,

criterionN). Then SUMIFS will sum up every entry in the sumrange for which criterion1 (based on
range1), criterion2 (based on range2),,criterionN (based on rangeN) are all satisfied. In a similar
fashion the new AVERAGEIF function has the syntax AVERAGEIFS(sumrange,
range1,criterion1,range2,criterion2,,rangeN,criterionN). Then AVERAGEIFS will average every
entry in the sumrange for which criterion1 (based on range1), criterion2 (based on range2),,
criterionN (based on rangeN) are all satisfied.

l What was the total dollar amount of merchandise sold by each salesperson?

l Our work for the problems in this chapter is in the file Makeup2007.xlsx. Figure 19-1 shows a
subset of the data.

Figure 19-1: Data well use for SUMIF examples

l As usual, we begin by labeling the data in columns G through L with the corresponding names
in cells G4:L4. For example, the range name Product corresponds to the range J5:J1904. To
compute the total amount sold by each salesperson (see Figure 19-2), I simply copy from cell
B5 to B6:B13 the formula SUMIF(Name,A5,Dollars). This formula adds up every entry in the
Dollars column that contains the name Emilee in the Name column. We find that Emilee sold
$25,258.87 worth of makeup. Of course, the formula =SUMIF(Name,"Emilee",Dollars) would
yield the same result.

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Figure 19-2: Results of SUMIF computations

l How many units were returned?

l In cell B16, the formula SUMIF(Units,"<0",Units) totals every number less than 0 in the Units
column (column K). The result is 922. After inserting a minus sign in front of the SUMIF
formula, we see that 922 units were returned. (Recall that when the sum range argument is
omitted from a SUMIF function, Excel assumes that sum range equals range. Therefore, the
formula SUMIF(Units,"<0") would also yield 922.)

l What was the total dollar amount of sales in or after 2005?

l In cell B17, the formula SUMIF(Date,">=1/1/2005",Dollars) totals every entry in the Dollar
column (column L) that contains a date on or after 1/1/2005 in the Date column. We find that
$157,854.32 worth of makeup was sold in 2005 or later.

l How many units of lip gloss were sold? How much revenue did lip gloss sales bring in?

l In cell B18, the formula SUMIF(Product,"lip gloss",Units) totals every cell in the Units
column that contains the text lip gloss in the Product column (column J). You can see that
16,333 units of lip gloss were sold. This is the net sales amount; transactions in which units of
lip gloss were returned are counted as negative sales.

l In a similar fashion, in cell B19 the formula SUMIF(Product,"lip gloss",Dollars) tells us that a
net amount of $49,834.64 worth of lip gloss was sold. This calculation counts refunds
associated with returns as negative revenue.

l What was the total dollar amount of sales made by someone other than Jen?

l In cell B20, the formula SUMIF(Name,"<>Jen",Dollars) sums the dollar amount of all
transactions that do not have Jen in the Name column. We find that salespeople other than Jen
sold $211,786.51 worth of makeup.

l What was the average number of units sold in each transaction made by a specific
salesperson?

l This is a job for the AVERAGEIF function. Entering in cell B26 the formula =AVERAGEIF
(Name,"Jen",Units) averages every entry in the Units column that contains Jen in the Name

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column. We find that Jens average transaction size was 43.548 units. We verified this in cell
C25 with the formula =SUMIF(Name,"Jen",Units)/ COUNTIF(Name,"Jen").

l What was the total dollar amount of lipstick sold by Jen?

l This calculation involves two criteria (Name="Jen" and Product="lipstick"). Therefore we

compute the desired quantity in cell B21 with the formula =SUMIFS(Dollars,Name,
"Jen",Product,"lipstick").

l We find that the total dollar amount of all transactions in which Jen sold lipstick was $3,953.

l What was the average quantity (in units) of lipstick in each sale made by Zaret?

l This calculation requires the AVERAGEIFS function. We compute the desired quantity in cell
B22 with the formula =AVERAGEIFS(Units,Name,"Zaret",Product,"lipstick"). We find that
for the sales transactions in which Zaret sold lipstick, the average number of units sold was 33.

l Among transactions involving at least 50 units, what was the average quantity of lipstick
in each sale made by Zaret?

l Again we use AVERAGEIFS, but we add a criterion to ensure units sold in transaction was at
least 50. In cell B23, we compute the desired quantity with the formula =AVERAGEIF
(Units,Name,"Zaret",Product,"lipstick",Units,">=50"). We find that in all transactions in
which Zaret sold at least 50 units of lipstick, the average transaction size was 68 units.

l Among transactions of more than $100, what was the total dollar amount of lipstick sold
by Jen? What about transactions of less than $100?

l Because our criteria is Name=Jen, Product=lipstick, and some statement about the dollar size
of each order, we need to use the SUMIFS function. In cell B24 we compute the total amount
in transactions in which Jen sold lipstick and the dollar amount was at least $100 with the
formula =SUMIFS(Dollars,Name,"Jen",Product,"lipstick",Dollars">=100"). We find that Jen
sold $3,583 worth of lipstick in such transactions. In lipstick transactions involving less than
$100, we find in cell B25 (formula is =SUMIFS(Dollars,Name,
"Jen",Product,"lipstick",Dollars,"<100") the answer is $370. Note that $370+$3,583 equals
the total revenue Jen generated from lipstick sales (computed in cell B21).

Problems
1. For each product, determine the total number of units and dollar volume sold.

2. Determine the total revenue earned before December 10, 2005.

3. Determine the total units sold by salespeople whose last names begin with C.

4. Determine the total revenue earned by people who have five letters in their names.

5. How many units were sold by people other than Colleen?

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6. How many units of makeup were sold from January 15, 2004, through February 15, 2005?

7. The file NBA.xlsx contains the following information:

Columns A and B list the name of each NBA team and a code number for each team.
For example, team 1 is Atlanta, and so on.

Column C lists the home team for each game.

Column D lists the visiting team for each game.

Column E lists points scored by the home team.

Column F lists points scored by the visiting team.

From this data, compute for each team the average number of points the team scored per game
and the average number of points the team gave up.

8. The file Toysrus.xlsx contains sales revenue (in millions of dollars) during each quarter for the
years 19972001 and the first two quarters of 2002. Use this data to compute a seasonal index
for each quarter of the year. For example, if average sales during the first quarter were 80
percent of the overall average sales per quarter, the first quarter would have a seasonal index
of 0.8.

9. How much revenue was made on sales transactions involving at least 50 units of makeup?

10. The file Sumifrows.xlsx contains sales data during several winter, spring, summer, and fall
quarters. Determine average sales during the winter, spring, summer, and fall quarters.

11. How many units of lip gloss did Cici sell in 2004?

12. What was the average number of units of foundation sold by Emilee?

13. What was the average dollar size of a foundation sale made by Betsy after the end of 2004?

14. In transactions in which Ashley sold at least 40 units of lipstick, what was the total dollar
amount?

15. Create a table that contains sales of each product made by each person.

16. Create a table that, when you enter a year in your worksheet, contains sales of each product by
person during that year.

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