Excel SUMIFS function is used to calculate the sum of values that meet any criteria. For example, you can calculate the total sales in east zone for product Pod Gun using SUMIFS formula.
In this article, you will learn:
- What is SUMIFS function and how to use it?
- Syntax for SUMIFS
- Using SUMIFS() with tables and structural references
- SUMIFS examples – simple, wild card
- Using SUMIFS() with date & time values
- Free sample file for SUMIFS formula
- More formulas for data analysis
How to write Excel SUMIFS Function?
Using SUMIFS you can find the sum of values in your data that meet multiple conditions.
So, to get the sum of all the Blow Torches sold in North, we just write,
=SUMIFS(D3:D16, B3:B16,"Blow Torch",C3:C16,"North")
Similarly to find the podgun sales in East, just write,
SUMIFS function – Syntax and explanation:
SUMIFS formula takes a range for summing the values and at least one criteria range and criteria. You can specify as many as 127 conditions for summing your data.
Imagine asking “how many spit bombs Hansolo sold in North region of Planet Naboo between long long ago and long ago that resulted in more than 25% profits?” and getting an instant answer.
The beauty of SUMIFS formula is that it works with wildcards too, just like its siblings – SUMIF and COUNTIF. So you can write formulas like,
=SUMIFS(D3:D16,B3:B16,"Spit Bomb",C3:C16,"*th") to get sum of spit bombs sold in North and South.
Using SUMIFS() with tables
You can write SUMIFS function on either a range of data or on a table. When using with tables, you can simply apply structural references – ie TableName[Column Name] notation to specify the criteria columns. See this example:
SUMIFS Examples
Let’s say you have a table named ACME as pictured above. See these examples to understand how the function works.
- Sales for Blow Torch in West
=SUMIFS(acme[Sales], acme[Product], "Blow Torch", acme[Region], "West")
- Total Sales above 150 in East
=SUMIFS(acme[Sales], acme[Sales],">150",acme[Region],"East")
- Sales of North for all excluding Pod Gun
=SUMIFS(acme[Sales], acme[Region],"North",acme[Product],"<>Pod Gun")
- Sales of all products that contain letter B
=SUMIFS(acme[Sales], acme[Product], "*B*")
Using SUMIFS() with Date & time values
When you have a column of dates, you can apply special operators like >, <, =, <> to specify a date range.
For example, to count total sales between March 2018 and May 2018, we can use
=SUMIFS(acme[Sales], acme[Sales Date],">=1-Mar-2018", acme[Sales Date], "<=31-May-2018")
You can either type the date in the formula or bring it from a cell. If you have two cells containing start and end date for your window of dates, you can use this formula.
=SUMIFS(acme[Sales], acme[Sales Date],">=" & start_date_cell, acme[Sales Date], "<=" & end_date_cell)
Replace start_date_cell and end_date_cell with actual cell references or names.
Bonus:
Just like SUMIFS, there is COUNTIFS and AVERAGEIFS too in Excel. Once you know SUMIFS(), you can use all these other functions with ease.
SUMIFS Examples – Sample Workbook
If you want to learn more about SUMIFS function and practice the formula, download Free SUMIFS Example workbook. Play with the formulas to learn more.
Top 10 formulas for data analysis
Learning and using Excel formulas correctly is the key to success when it comes to your career as an analyst. If you enjoyed this post, check out my top 10 formulas for analysts page for more tutorials.
Additional resources on SUMIFS formula
Please refer to these other web pages as well to learn many uses of SUMIFS.
- SUMIFS and many uses [exceljet]
- SUMIFS syntax, examples and best practice [Microsoft documentation]
- How to use SUMIFS function [techonthenet]
35 Responses to “Quick and easy Gantt chart using Excel [templates]”
"Please share your experiences and ideas using comments"
For those willing to go VBA, XL can do far more w/Gantt Charts. Compare to PapaGantt. https://sites.google.com/site/beyondexcel/project-updates/papagantt-thebigdaddyofxlganttcharts
While making PapaGantt was neither quick nor easy, using PapaGantt is both, not just for displaying Gantts, but for scheduling tasks as well.
is it possible to get a xls(m) file ?
instead of a zip-file with .xml-files ?
i cannot open it with excel :/
Regards
Stef@n
@Stef@n
Try saving the file and then open from Excel as opposed to opening directly from the post
Also try this link: http://img.chandoo.org/pm/quick-gantt-chart-template.xlsx
Thanks very much for this workbook idea.
To slightly up-scale functionality I added:
1. conditional format for when the cell value =2 to be red which could be used for critical path or other activity highlighting needs (milestones perhaps)
2. conditional format for when the cell value =c to be green which could be used for showing activity progress
3. conditional format for the same range where formula =DATE(YEAR(D$5),MONTH(D$5),DAY(D$5))=TODAY() and set custom to ;;; and cell fill colour to a light blue. This will highlight today down the whole table to allow quick assessment of activity progress to plan. Anything not green upto where the date indicator is shows activity is behind the plan. Opposite for tasks ahead of the plan.
(There is probably a better way to get the same result but this works for now. If there is please post for us to share.)
Hope this made enough sense.
Also, thanks Craig for the link. I'll have a better look soon.
Regards,
Darren
Hey Chandoo,
I actually made one of these for a friend of mine but added an extra level of automation.
Rather than putting in 1 on all the dates the activity occurs, I added a column for start and end date of each project. Then I used formula along the lines of :
=IF(AND(DateAtTop >= Start Date, DateAtTop <= End Date),1,"")
Then used the same conditional formatting where 1 was coloured.
I thought this was a nice touch, especially if a project lasts for many days.
Let me know what you think 😉
Lucas
P.S. First time I've posted here, love your work btw!
Hi Lucas... welcome to the comments and thanks for your first of many comments.
I like the idea. In fact, it was one of the first Excel tricks I ever learned (to use conditional formatting to automate things like this). See this (written almost 6 years ago)
http://chandoo.org/wp/2008/03/13/want-to-be-an-excel-conditional-formatting-rock-star-read-this/
and scroll-down to the tip on gantt charts. 🙂
I liked this approach and tried adding it into the Conditional format via Formula = statement. It workd fine with just the AND statement but then I realised you need the "1"'s to calcluate the duration.
I then put the whole IF statemnt in but it hasnt worked. Any thoughts?
Ta
Hi Lucas and Darren,
I tried the conditional formatting but I really don't succeed in getting the solution. Do you have a template of this?
Thanks in advance
Br
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[…] via Quick and easy Gantt chart using Excel [templates]. […]
Excellent, thanks for this tip and expample.
I had a monthly reporting template very similar to this, but was done in excel which needed more manual inputs.
I used your exmaple and updated my monthly group reporting plan.
I further devided the day into 4 quarters to make it easy for us to followup on different tasks.
Now, I just have to update the start date, and everything gets udpated by itself in fraction of a second.
Thanks once again. love your daily udpates.
Wow.. glad to hear that.
Hi Prahlad,
Can you share ur template even i am looking for similar kind of template .where i want day duration ,split in hrs and each task effort represented in hr spent by each resource .
Thanks
savi
Hi Chandoo,
Can you guide on preparing an indian version of the captioned sheet. We have saturdays working :-(, and only one day weekly off on sunday.
Regards-Prajay
Hi Chandoo,very useful post.i need gantt chart for inventory module.
[…] Quick and easy Gantt chart using Excel […]
Hi.
Really usefull post. I would like to know if i can also include weekends.
Thank you
Hi Chandoo, thank you for the great job, I was wondering if you can customize this sheet for Inventory planning purposes?!
thank you indeed
This was so helpful. ive been through about 10 different tutorial type things and this has to be the best so far, helped me out a great deal. and now my boss is happy i can make gantt charts!
thanks
This's a great post, thanks for sharing
Hi Chandoo,
Thanks for the excel tutorial. I wanted to make a simple modification, however it will cause issues with the duration part. I created another rule/cell marked 2. For my project I want to show a projected timeline and then an actual timeline. The issue is that the duration is being logged for when I enter 2, which I want to be projected and not actual. Will you please assist in letting me know how I can create a duration for both project and actual on the same line?
Thank you,
Steven
Showing vertical line between every week is very useful for me, I used to do it manually. Thanks so much!!
But how about, my gantt chart included Saturday & Sunday, and I want to show the vertical line after Sunday, could any expert teach me how to fix it. Thanks again.
This was so helpful - thank you! I had a bit of trouble with the end of the week conditional formatting over-writing the filled cells but switching the order of the rules sorted it out. Needed to put together a gantt chart quickly for an important bid at short notice and this was just the job - thanks for taking the time to post it. Much appreciated.
This is the first time I'm reading a tutorial that actually makes sense 🙂 This is absolutely great, with only one minor issue I can't seem to figure out on my own. How do I include weekends in (or instead of) the Workday formula? Thank you!
[…] This template I made myself but I inspired from Chandoo.org. […]
Hi,
Sometimes I must work at weekends - it is possible to modify the dates so that you can include Sat + Sun as well?
Thanks,
H
Nice gantt chart template chandoo, simple but useful
Thank you so much for this excellent guide! I have adapted this to show scheduled activities at multiple project sites weekly over the course of the year, including active and proposed work. With just a tiny bit of tweaking to your tutorial, I was able to create a chart that suited my needs perfectly!
Thank you very much for idea sharing .very innovative workday formula is showing 5 days but i want 6 days , is there any other option plz reply..
i got it friends..
=WORKDAY.INTL(F4,1,11)
hhhhhh
@Somnath
I also like the structure using =WORKDAY.INTL(F4,1,"0000001")
where each day is a 0 or 1
Hi thanks a lot for the tuto!! It helped me a lot!!
But can you tell me how can I add a vertical line representing today on it?
@Cynthia
Open the template
Select D7:DS26
Goto Conditional formatting
New Rule
Use a Formula
=D$5=today()
then set the format as a Red Right Hand Border only
Apply
Do not select stop here for the rule
Hi Chandoo,
I purchased your Project Management templates a month ago and have not had the chance to thank you for the great templates. Thank you!!!!! It has saved me a lot of time creating and re creating templates. Unfortunately, I had to do a lot of customization but it's not that bad. I am now in the process of customizing my GANTT which my boss thinks is too granular. He doesn't want to see a weekly grant. Only the months should be showing. I have researched and researched but to no avail. Do you have any examples I can look at?
Hi Chandoo,
thanks so much for all your tips on Gantt Table.
I'm actually building one at the moment and want to use the conditional formatting. However, I always get into trouble with that when I have to add new lines. I don't know the final size of my table yet and I eventually also want other people to be able to work with it.
Conditional formatting tends to "split up" into various "applies to" ranges when you insert a new row or copy and past values from somewhere.
I'm sure you've come across this issue already... So far I couldn't find a feasible solution to this. I was wondering if you had an idea / suggestion for me?
Thanks so much!!!
Nadine