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Almost every Exel user has encountered the SUM function. It is one of the most widely used functions of the Excel functions. And most Excel users will also have used the IF function. SUMIF function is a combination of the SUM and If functions which allows us to calculate the total of all cells within a given range that match a certain condition.

For example, let’s say that, in a “Sales” worksheet, we have a breakdown of the sales of each individual salesperson. We then want to create a summary of these figures in a “Branches” worksheet in which we want to create a total sales figure for each branch; so our “Branches” worksheet would have two columns: “Branch” and “Total Sales”. We can use the SUMIF function to calculate the figures in the “Total Sales” column.

A good place to begin would be to create named cells so that we can refer to these names in our formula. To name a range of cells we begin by selecting the range then we click on the name box in the top left of the worksheet, enter the name then press the Enter key.

Once we have inserted the names of all the branches in the first column of our “Branches” worksheet, we would highlight the first cell in the “Total Sales” column, adjacent to the cell containing the name of our first branch; let’s say our first branch is “Birmingham”. When using functions for the first time, it’s always useful to use Excel’s Insert Function facility. To access this, click the Insert Function button on left of the formula bar. The SUMIF function is to be found in the “Math and Trig” category. Scroll down the list, highlight SUMIF and then click OK. Excel will then prompt us for the three arguments required by the SUMIF function.

The first argument is the range of cells that we want to evaluate. In our branch sales example it would be the column containing the names of the branches. If we have named this column, we can insert this name by clicking on “Use In Formula” in the Formulas Tab at the Excel Ribbon. This is a drop-down menu containing all the names in the workbook.

The second argument is the criteria we want to match. In our example, is simply the contents of the cell in the adjacent “Branch” column, which in this case contains “Birmingham”. We can click in the cell to pick up the reference.

The final argument is the SUM range; the column that contains the cells that we want to actually total; namely, the sales figures. Again, if we have named this column, we would click on “Use In Formula” and choose the name. Once we have specified the three arguments, we click OK and Excel creates the formula.

It’s now safe to copy the formula down. The cell reference of the adjacent column containing the branch name will change but the two named ranges will remain the same. To copy the formula down, simply position the cursor on the AutoFill handle in the bottom right of the cell and then either drag or simply double-click.