Excel Sum Product Quick Start Guide PDF

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The Excel Sumproduct Quick Start Guide
THE EXCEL SUMPRODUCT

QUICK START GUIDE
HOW TO TURBOCHARGE YOUR EXCEL REPORTING SKILLS USING
SUMPRODUCT CRITERIA
John Franco
www.Excel-Spreadsheet-Authors.com
2 | Page
The Excel SUMPRODUCT Quick Start Guide

by John Franco
2010 by Excel-Spreadsheet-Authors.com
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3 | Page
TOC
TOC ................................................................................................ 4
Introduction ..................................................................................... 5
7 Hidden formulas of Excel SUMPRODUCT ........................................... 8
1.
Conditional Count single (COUNTIF).......................................... 9
2.
Conditional Count date range (COUNTIF date) ........................... 9
3.
Conditional Count multiple (COUNTIFS)..................................... 9
4.
Conditional Sum single (SUMIF) ............................................... 9
5.
Conditional sum case sensitive (SUMIF case sensitive) ................ 9
6.
Conditional Sum multiple (SUMIFS) ........................................ 10
7.
Vlookup multiple criteria with numbers.................................... 10
Bonus Example 1 LOOK UP a Case Sensitive Text Using SUMPRODUCT

.................................................................................................... 11
Bonus Example 2 LOOK UP a Text and a Number Located in Two Index
Columns Using SUMPRODUCT .......................................................... 12
Bonus Example 3 LOOK UP a Month Using SUMPRODUCT.................. 13
Bonus Example 4 - LOOK UP the Amount of a Given Item that Meets N
Criteria Using SUMPRODUCT ............................................................ 14
Backend List Troubleshooting for SUMPRODUCT ................................. 15
About John .................................................................................... 17
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Introduction
At first glance, the Excel SUMPRODUCT function can only help you
multiplying corresponding arrays, and returning the sum of those
products into a cell.
For example, in the following table the formula on F1 is:
=SUMPRODUCT(B2:B6,C2:C6).
The truth be known, its capabilities go beyond a single sum of the

products.
You will be impressed once you know the potential of the not-soexploited SUMPRODUCT function.
With a few tricks, here is what else you can do with it
1. Conditional Count single (COUNTIF)
2. Conditional count date range (COUNTIF date)
3. Conditional Count multiple (COUNTIFS)
4. Conditional Sum single (SUMIF)
5. Conditional Sum case sensitive (SUMIF case sensitive)
6. Conditional Sum multiple (SUMIFS)
7. Vlookup multiple criteria with numbers
What makes this function so especial?
If you take into account the Excel helpIt says that the syntax is
SUMPRODUCT(array1,array2,array3, ...) where: Array1, array2, array3,
... are 2 to 255 arrays whose components you want to multiply and then
add.
Nothing special, right? Apparently, the SUMPRODUCT function just
prevents you from writing the formula =(A1*B1+A1*B2www.Excel-Spreadsheet-Authors.com
5 | Page
A3*B3+A100*B100) so you write this simple one:

=SUMPRODUCT(A1:A100,B1:B100)
That is just the tip of the iceberg
I will show you the magic now:
The syntax is: SUMPRODUCT(array1,array2,array3, ) but it can take the
form: SUMPRODUCT((criteria column 1=lookup value 1)*(criteria column
2=lookup value 2)* attribute column) You can replace the logical operator
(=) by the following operators: <. <=, >, >=, <> and even expand the
power.
What does this mean?
The formula will retrieve the cells of the attribute column after all criteria
columns are true: SUMPRODUCT(1*1*attribute)
If one condition is false then you would have:
SUMPRODUCT(1*0*attribute) and no cell in the attribute column is
computed.
I will show some examples below
=SUMPRODUCT((EXACT($B$2:$B$7,A2))*$C$2:$C$7)
=SUMPRODUCT((MONTH($B$2:$B$7)=A2)*$C$2:$C$7)
=SUMPRODUCT(($A$2:$A$8>=DATEVALUE("05/01/2009"))*
($A$2:$A$8<=DATEVALUE("05/31/2009"))*($D$2:$D$8=B$14)*$
B$2:$B$8)
=SUMPRODUCT(($A$2:$A$8>=10000)*
($A$2:$A$8<=50000)*($D$2:$D$8=B$14)*$B$2:$B$8)
Remember that the attribute column (bold array) can only be numeric.
You can reference the criteria in several ways:
Data
type
Text
Referenced
=SUMPRODUCT($E$2:$E$5=A2
Number
Date
Notes
You can replace = by the following
operators: <. <=, >, >=, <>
operators: <. <=, >, >=, <>
operators: <. <=, >, >=, <>
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Or
You can hard code the criteria in several ways:
Data
type
Text
Hard coded
Notes
=SUMPRODUCT($E$2:$E$5="Susan", )
Number
=SUMPRODUCT($E$2:$E$5=1000, )
=SUMPRODUCT($E$2:$E$5=10%, )
Date
Don't type Susan (without quotes),

Excel will interpret it as a named
range.
operators: <. <=, >, >=, <>
Dont put quotes to numbers.
operators: <. <=, >, >=, <>
You can also use
=SUMPRODUCT($E$2:$E$5=0.1, ).
operators: <. <=, >, >=, <>
=SUMPRODUCT($E$2:$E$5=40091, )
You can enter a number that

represents a date serial number.
operators: <. <=, >, >=, <>
=SUMPRODUCT($E$2:$E$5=DATEVALUE(
"10/5/2009"), )
=SUMPRODUCT($E$2:$E$5=DATE(2009,1
0,5),H5:I7,2,0),...)

operators: <. <=, >, >=, <>
operators: <. <=, >, >=, <>
Conclusion:
Add SUMPRODUCT to your toolbox and you will have one single function
that allows you to do multiple things.
Moreover, you will have almost the same functionality of Array Formulas
without pressing the CTRL + SHIFT + ENTER.
7 functions in one make SUMPRODUCT really an Excel Army Swiss
knife
John Franco
7 | Page
7 Hidden formulas of Excel SUMPRODUCT

Well, thats been enough talking; lets start with the real examples
SUMPRODUCT will help you to work with Excel Tables that have multiple
and complicated criteria.
Lets use the table below
Againthe standard functionality of the SUMPRODUCT function is to sum

the products of the parallel arrays.
You can directly calculate the Total cost without inserting either column F
or formulas =D2*E2 and then =SUM(F2:F22).
Just use this formula: =SUMPRODUCT(D2:D22,E2:E22) that results in
$13,947.62.
Now, lets see the 7 hidden formulas (all the examples refer to the above
table)
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1. Conditional Count single (COUNTIF)

How many orders belong to Jones?
=SUMPRODUCT((B2:B22=Jones)) that results in 5.
If you dont use (-) you will receive 0.
What does the double dash () mean?
It converts the TRUEs and FALSEs that result after evaluating the column
condition to 1s and 0s so they can be considered by SUMPRODUCT.
For example each time B2:B22=Jones
B2 = FALSEB3 = TRUE
Then you convert those TRUE/FALSE to 1/0 so the formula can add them
See this SUMPRODUCT post for a great explanation
2. Conditional Count date range (COUNTIF date)

How many orders were made on 2005?
Use the formula: =SUMPRODUCT((YEAR(A2:A22)=2005)) and get the
result: 13.
The above formula is simpler than this one:
=COUNTIF(A2:A22,">="&DATEVALUE("01/01/2005"))COUNTIF(A2:A22,">"&DATEVALUE("12/31/2005"))
3. Conditional Count multiple (COUNTIFS)

How many orders of Pencils belong to Jones?
=SUMPRODUCT((B2:B22=Jones)*((C2:C22=Pencil))) that results in
2.
4. Conditional Sum single (SUMIF)

How much did Jones sell?
=SUMPRODUCT((B2:B22=Jones)*F2:F22) that results in 5,025.17
5. Conditional sum case sensitive (SUMIF case sensitive)

You can create a case sensitive
formula=SUMPRODUCT(EXACT(B2:B22,Smith)*F2:F22) or
=SUMPRODUCT(EXACT(B2:B22,smith)*F2:F22)
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The above formulas will compute Smith and smith as separate entries.
6. Conditional Sum multiple (SUMIFS)

How much of Pencils did Jones sell?
=SUMPRODUCT((B2:B22=Jones)*(C2:C22=Pencil)*F2:F22) that
results in 658.58.
7. Vlookup multiple criteria with numbers

This works when your criterion returns one value, for example:
Search the number of units that Jones sold on 7/29/2006, the formula
would be this one
=SUMPRODUCT((A2:A22=DATEVALUE(7/29/2006))*(B2:B22=Jones)
*D2:D22) that results in 21
Important reminder
Explore the 7 formulas in the provided .xls file (Excel-Sumproduct-QuickStart-Guide_7-formulas.xls). Practice and adapt the formulas to your
convenience.
Additionally; you can explore the bonus examples provided below
Excel-Sumproduct-Quick-Start-Guide_bonus-example-1.xls
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Bonus Example 1 LOOK UP a Case Sensitive Text

Using SUMPRODUCT
The needles
The haystack
How to
At the Backend (haystack)
SUMPRODUCT((criteria
column 1 = criteria
1)*attribute column)
1. Prepare the table_array to be ready to lookup unique entries (see

backend troubleshooting in page 14)
At the Frontend (needle)
2. Write the formulas in B2 and B3 respectively:
=SUMPRODUCT((EXACT(Haystack!$B$2:$B$7,A2))*Haystack!$C
$2:$C$7)
Notes
SUMPRODUCT only retrieves numeric values. The array
Haystack!$C$2:$C$7 must be numeric or date only. When you use
the SUMPRODUCT formula with text arrays you will receive a #VALUE!
Error
Dont forget to format the cells B2 and B3 as dates
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Bonus Example 2 LOOK UP a Text and a Number

Located in Two Index Columns Using
SUMPRODUCT
The needles
The haystack
How to
1. Write the formula in C2:
=SUMPRODUCT((Haystack!$A$2:$A$12=A2)*(Haystack!$B$2:$
B$12=B2)*Haystack!$E$2:$E$12)
Notes
SUMPRODUCT only retrieves numeric values. The array
Haystack!$E$2:$E$12 must be numeric or date only. When you use
SUMPRODUCT with text arrays you will receive a #VALUE! Error
12 | P a g e
Bonus Example 3 LOOK UP a Month Using

SUMPRODUCT
The needle
The haystack
How to
column 1 = criteria

2. Write the formula in B2:
=SUMPRODUCT((MONTH(Haystack!$B$2:$B$7)=A2)*Haystack!
$C$2:$C$7)
Notes
You can use the formula:
=SUMPRODUCT((Haystack!$B$2:$B$7>=DATEVALUE("06/01/2
009"))*(Haystack!$B$2:$B$7<=DATEVALUE("06/30/2009"))*H
aystack!$C$2:$C$7)
You can use the functions: YEAR, MONTH, DAY, WEEKDAY
13 | P a g e
Bonus Example 4 - LOOK UP the Amount of a Given

Item that Meets N Criteria Using SUMPRODUCT
The needle
The haystack
How to
column 1 = criteria
1. Prepare the table to be ready to lookup quantities (see backend

troubleshooting in page 15)
2. Write the formulas in C2 and C3 respectively:
=SUMPRODUCT((Haystack!$D$2:$D$8=A2)*(Haystack!$A$2:$A
$8<=B2)*Haystack!$B$2:$B$8)
Notes
Always cross check with a total sum (see C4 in the frontend). You can
use a Filter to sum with multiple criteria (sometimes the items are not
properly taken into account due to spaces or wrong spelling)
For more techniques see: http://www.excel-spreadsheetauthors.com/sumif-multiple-7-ways.html
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Backend List Troubleshooting for SUMPRODUCT

Apply the next guidelines to the lookup array (index column) when you
use SUMPRODUCT as a lookup formula
Delete duplicates from the index column. For example, you cannot
have more than one Susan in the Name column. Here are several
options to delete duplicates:
o Remove Duplicates in Excel 2007 by going to:
Design>Tools>Remove Duplicates
o Remove Duplicates manually in Excel 2007 by going to:
Home>Styles>Conditional formatting>Highlight Cells
Rules>Duplicate values
o Remove duplicates in Excel 2003 by going to:
Data>Filter>Advanced Filter>Unique records only
Be sure that the Index column is the leftmost one for VLOOKUP
Formulas. To move it proceed this way: Cut the column, right click
on the leftmost column header and choose Insert Cut Cells
Delete leading and trailing spaces from the index column. Use the
function TRIM or the Text to Columns command
Delete nonprintable characters from the index column. Use the
function CLEAN
Check the spelling of the index column entries and the
lookup_value, for example: Susam instead of Susan
Format the index column according to the data it contains. For
example: numbers must be free of suffixes like m for meters, for
inches, etc. they must not be stored as texts. Dates must be
entered as serial numbers and not as 12SEPT09, 31/01/2009
(instead of 01/31/2009), etc
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I am John Franco - of Ecuador South America. I invite you to visit me

at my blog www.Excel-Spreadsheet-Authors.com where we can become
better acquainted. I will show you many amazing truths of Excel.
John Franco
Excel-Spreadsheet-Authors.com
16 | P a g e
About John
John Franco is a native of Ecuador, he is a Civil Engineer
and a Bachelor in Applied Linguistics with focus on creating
systems for work, his long term objective in life is helping
others to gain momentum in the application of ideas.
For over seven years, he worked as a Civil Engineer
for Norberto Odebrecht Construction Company (the 44th largest
construction contracting firm from around the world according to
Engineering News Record 2008).
During that time, He had an Excel Maven Boss; Nilton Teti, one of
those old-time-Excel-geniuses who makes precious models, uses just the
keyboard and hates BI corporate packages. His almost religious fervor
for Excel, and his amazing knowledge, was the source of Johns great
interest in Spreadsheets.
During all these years John really experienced the professional benefits of
using Excel to accomplish his duties; he says to you that: being skilled
in Excel gives you a tremendous advantage at the office and in
your career!
Having always been very entrepreneurial in his nature, he quit his job at
Norberto Odebrecht in order to devote his full passion and knowledge of
advanced Excel methods to others around the world who can benefit from
it.
His first entrepreneurial initiative is the site
www.Excel-Spreadsheet-Authors.com; a blog dedicated to Mid/Advanced
Excel users so they can polish their skills to reach higher productivity and
clarity.
Email him at: john@excel-spreadsheet-authors.com
17 | P a g e

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The Excel Sumproduct Quick Start Guide

THE EXCEL SUMPRODUCT

The Excel Sumproduct Quick Start Guide

The Excel SUMPRODUCT Quick Start Guide

Share/Email/Print this eBook for FREE

The Excel Sumproduct Quick Start Guide

Conditional Count single (COUNTIF).......................................... 9

Conditional Count date range (COUNTIF date) ........................... 9

Conditional Count multiple (COUNTIFS)..................................... 9

Conditional Sum single (SUMIF) ............................................... 9

Conditional sum case sensitive (SUMIF case sensitive) ................ 9

Conditional Sum multiple (SUMIFS) ........................................ 10

Vlookup multiple criteria with numbers.................................... 10

Bonus Example 1 LOOK UP a Case Sensitive Text Using SUMPRODUCT

The Excel Sumproduct Quick Start Guide

The truth be known, its capabilities go beyond a single sum of the

The Excel Sumproduct Quick Start Guide

A3*B3+A100*B100) so you write this simple one:

The Excel Sumproduct Quick Start Guide

Don't type Susan (without quotes),

You can enter a number that

You can replace = by the following

The Excel Sumproduct Quick Start Guide

7 Hidden formulas of Excel SUMPRODUCT

Againthe standard functionality of the SUMPRODUCT function is to sum

The Excel Sumproduct Quick Start Guide

1. Conditional Count single (COUNTIF)

2. Conditional Count date range (COUNTIF date)

3. Conditional Count multiple (COUNTIFS)

4. Conditional Sum single (SUMIF)

5. Conditional sum case sensitive (SUMIF case sensitive)

The Excel Sumproduct Quick Start Guide

6. Conditional Sum multiple (SUMIFS)

7. Vlookup multiple criteria with numbers

The Excel Sumproduct Quick Start Guide

Bonus Example 1 LOOK UP a Case Sensitive Text

1. Prepare the table_array to be ready to lookup unique entries (see

The Excel Sumproduct Quick Start Guide

Bonus Example 2 LOOK UP a Text and a Number

The Excel Sumproduct Quick Start Guide

Bonus Example 3 LOOK UP a Month Using

1. Prepare the table_array to be ready to lookup unique entries (see

The Excel Sumproduct Quick Start Guide

Bonus Example 4 - LOOK UP the Amount of a Given

1. Prepare the table to be ready to lookup quantities (see backend

The Excel Sumproduct Quick Start Guide

Backend List Troubleshooting for SUMPRODUCT

The Excel Sumproduct Quick Start Guide

I am John Franco - of Ecuador South America. I invite you to visit me

The Excel Sumproduct Quick Start Guide

Email him at: john@excel-spreadsheet-authors.com

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A3B3+A100B100) so you write this simple one: