Totaling columns based on multiple criteria. SUMIF? SUMIFS? INDEX/MATCH?

iamanexcelnoob

Board Regular
Joined
Jun 15, 2016
Messages
71
hi all, i am looking to analyze a large set of data and to do so have developed a sort of basic dashboard.

in said dashboard, there is a dropdown (data validation list) with a month name that corresponds to the data set i am analyzing and in which the months are listed horizontally across the x axis.

i want to sum these columns based on one or two criteria in other columns of the data set.

for visual reference, let's say my data set looks as such:

ProductJanFebMarApr
Orange1231
Pear2312
Orange1413
Pear2321
Apple2413
Apple3231
Orange4212
Pear2141
Orange1301

<tbody>
</tbody>


and my dashboard looks like the below with a dropdown box above for the month:
ProductTotal (based on dropdown)
Apple
Orange
Pear

<tbody>
</tbody>


thanks in advance for any and all assistance!
 
Last edited:

Excel Facts

Lock one reference in a formula
Need 1 part of a formula to always point to the same range? use $ signs: $V$2:$Z$99 will always point to V2:Z99, even after copying
sumif + index/match ALMOST works except it's only bringing back just the month in question. i.e. Mar only brings back Mar data not Jan-Mar.

thanks again!
 
Upvote 0
How about


Excel 2013/2016
ABCDE
1ProductJanFebMarApr
2Orange1231
3Pear2312
4Orange1413
5Pear2321
6Apple2413
7Apple3231
8Orange4212
9Pear2141
10Orange1301
11
12
13
14
15ProductMar
16Apple15
17Orange23
18Pear20
Data
Cell Formulas
RangeFormula
B16=SUMPRODUCT(($A$2:$A$10=A16)*(MONTH($B$1:$E$1&1)<=MONTH($B$15&1)),$B$2:$E$10)
 
Upvote 0
How about

Excel 2013/2016
ABCDE
1ProductJanFebMarApr
2Orange1231
3Pear2312
4Orange1413
5Pear2321
6Apple2413
7Apple3231
8Orange4212
9Pear2141
10Orange1301
11
12
13
14
15ProductMar
16Apple15
17Orange23
18Pear20

<colgroup><col style="width: 25pxpx"><col><col><col><col><col></colgroup><thead>
</thead><tbody>
</tbody>
Data

Worksheet Formulas
CellFormula
B16=SUMPRODUCT(($A$2:$A$10=A16)*(MONTH($B$1:$E$1&1)<=MONTH($B$15&1)),$B$2:$E$10)

<thead>
</thead><tbody>
</tbody>

<tbody>
</tbody>
that worked perfectly. great stuff, thank you!
 
Upvote 0
You're welcome & thanks for the feedback
 
Upvote 0

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