How to find sum of top 3 values based on filtered criteria

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Sum of top 3 values meeting filtered criteria - how to calculate using Excel formulas?Today, lets tackle an interesting problem.

Lets say you are looking at some data as shown aside and wondering what is the sum of budgets for top 3 projects in East region with Low priority. How would you do that with formulas?

This article is inspired from a question asked by acpt22 in our forums.

Sum of top 3 values based on filtered criteria

Watch below video to understand how to find sum of top 3 values using formulas & pivot tables.

Watch this video on our YouTube channel.

Download Example Workbook

Click here to download example file and play with it. Examine the formulas & pivot table settings to learn this technique better.

Do you calculate sum of top ‘n’ values often?

Often, I have to calculate sum of top ‘n’ values and I use SUMPRODUCT + LARGE combination. SUMPRODUCT (or simply SUM) is such a versatile formula that you could almost use it when your car breaks down on a free way.

What about you? Do you calculate sum of top ‘n’ values? Which techniques do you use? Please share using comments.

Learn more

If you sum & count for your living, then you are going to love below tips.

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5 Responses to “Preparing Profit / Loss Pivot Reports [Part 2 of 6]”

  1. maury sway says:

    I am not getting sound from the videos. I have checked all the settings and spent several hours searching the Internet to no avail.

    Has anyone else had this problem?

  2. anne says:

    Is there anyway to get the Grand Total to be broken out in the same fashion as the items above it?  For instance, if you have in column 1, widget a, widget b, and have their sales by month in column 2, I'd like to see the grand total also be by month, for widget a & b combined.

    I can't get anything other than a single line for the grand total, rather than the same format as the data above.

    Widget A       Month    Sales
                        Jan        100
                        Feb        200
    Widget B 
                        Jan        150
                        Feb        250
    Grand total - here I would also like to have Jan, Feb.
                        Jan        250
                        Feb        450
     

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