Uma has been asked to help

work out the total sales brought in by each account manager. The COUNTIFS function
will allow her
to count the number of sales, but not add up their total value. For this operation,
we need the SUMIFS function instead. But rather than counting the number of times
it find cells that meet certain criteria in a range, it adds up the corresponding
values in those cells instead. Let's try it out. We've already clicked on the sales
dash
worksheet from the previous video, so now click on cell B21. We want to sum the
total sales for
Connor Betts. So start by typing =SUM,
down arrow twice to highlight SUMIFS. Make sure you choose SUMIFS plural,
instead of SUMIF singular. Older versions of Excel only have SUMIF, which is okay
for today,
but it is less powerful. Tab to choose the function. Observe the prompts. The first
thing it is asking for,
is our sum range. These are the values we want to add. We have already named our
ranges
in the previous video, so just type tot and tab to select Total. Comma to specify
the next argument,
which is the criteria range. Type ac and tab to select Account_Manager,
which is our criteria range. Comma to supply the next argument,
which is finally the criteria. Click on Connor Betts in cell A21, and Ctrl+Enter to
commit the function but
still stay in the cell. Connor Betts sales in
total were $135,493.75. Great, double click on the fill handle to
do this for each of the account managers. As you can see, the summarized
data is now available for us, and it's actually in the chart that has
already been embedded into this dashboard. SUMIFS is ideal for summarizing such
data. So we have seen how we can summarize
data using a single criteria. But Uma has also been asked to get total
sales by each manager, for each year. That means we have two criteria. You can have
up to 127 criteria, but I hope you never have to
create that function. Let's start with 2 criteria. Clicking cell C21 and
type =SUM, down arrow, down arrow, tab to select SUMIFS. Type Tot,
tap to select Total as the sum range. Comma to specify the next argument
which is account manager, ac tab, comma followed by the criteria, which is the
account manager's name,
Connor Betts. Comma to specify the second criteria. Note that the program offers
the option of a second criteria range. So let's type ord and
double click Order_Year to select that. Comma, to set next argument
which is the criteria, the year which is in cell C21, Ctrl+Enter to commit the
function but
still stay in the cell. Well done. We're not quite there yet,
because we want to drag the formula down, as well as drag the formula across, and
we're getting zeros everywhere, why? The problem is relative cell references. When
we drag across, we need column A to
be fixed, but relative when we drag down. And vice versa for row 20. To do this,
we have to use a mixed reference. Click on cell C21,
to get the formula in the formula bar. Go across to the formula bar,
and click anywhere in A21. While this cursor is on A21,
press F4 and see what happens. It's changed to an absolute
cell reference. Press F4 again, and press F4 a third time. The $ is now only in
front of A,
which means the column is locked. But not in front of the 21,
which means that the row is relative. Click on C20, press F4 once to
get an absolute cell reference. Press F4 again, the $ is in front
of 20, which means row 20 is locked. But there's no $ in front of the C,
which means the column is relative. Ctrl+Enter to commit our changes. Drag the
formula down to get that for
all of their account managers. And drag that across to get that for
each year. Great, we actually have
values in all of our cells. Mixed cell references take
a bit of getting used to. But if you get confused,
just try one way, and if it doesn't work, do it the other way. Remember the $ locks
whatever comes just after it. And remember practice makes permanent. Review mixed
cell references
in the toolbox this week, to make sure you understand how they work. We now know
how to use both COUNTIFS and
SUMIFS, to summarize data that meet one or
more criteria. If you're feeling adventurous,
try out AVERAGEIFS.