In this tutorial, you will find a handful of advanced formula examples that demonstrate how to use Excel's VLOOKUP and SUM or SUMIF functions to look up and sum values based on one or several criteria.
Are you trying to create a summary file in Excel that will identify all instances of one particular value, and then sum other values that are associated with those instances? Or, do you need to find all values in an array that meet the condition you specify and then sum the related values from another worksheet? Or maybe you are faced with a more concrete challenge, like looking through a table of your company invoices, identifying all invoices of a particular vendor, and then summing all the invoice values?
The tasks may vary, but the essence is the same - you want to look up and sum values with one or several criteria in Excel. What kind of values? Any numeric values. What sort of criteria? Any : ) Starting from a number or reference to a cell containing the right value, and ending with logical operators and results returned by Excel formulas.
So, does Microsoft Excel have any functionality that can help with the above tasks? Of course, it does! You can work out a solution by combining Excel's VLOOKUP or LOOKUP with SUM or SUMIF functions. The formula examples that follow below will help you understand how these Excel functions work and how to apply them to real data.
Please note, these are advanced examples that imply you are familiar with the general principles and syntax of the VLOOKUP function. If not, the first part of our VLOOKUP tutorial for beginners is certainly worth your attention - Excel VLOOKUP syntax and general usages.
If you work with numerical data in Excel, quite often you have not just to extract associated values from another table but also sum numbers in several columns or rows. To do this, you can use a combination of the SUM and VLOOKUP functions as demonstrated below.
Suppose, you have a product list with sales figures for several months, a column per each month.
Source data - Monthly Sales:
Now, you want to make a summary table with the total sales for each product.
The solution is to use an array in the 3rd parameter (col_index_num) of the Excel VLOOKUP function. Here is a sample VLOOKUP formula:
=SUM(VLOOKUP(lookup value, lookup range, {2,3,4}, FALSE))
As you see, we use an array {2,3,4} in the third argument to perform several lookups within the same VLOOKUP formula in order to get the sum of values in columns 2,3 and 4.
And now, let's adjust this combination of VLOOKUP and SUM functions for our data to find the total of sales in columns B - M in the above table:
=SUM(VLOOKUP(B2, 'Monthly sales'! $A$2:$M$9, {2,3,4,5,6,7,8,9,10,11,12,13}, FALSE))
Important! Since you are building an array formula, be sure to hit Ctrl + Shift + Enter instead of a simple Enter keystroke when you finished typing. When you do this, Microsoft Excel encloses your formula in curly braces like this:
{=SUM(VLOOKUP(B2, 'Monthly sales'!$A$2:$M$9, {2,3,4,5,6,7,8,9,10,11,12,13}, FALSE))}
If you press the Enter key as usual, only the first value in the array will get processed, which will produce incorrect results.
As you see, using the VLOOKUP and SUM functions in Excel is easy. However, this is not the ideal solution, especially if you are working with big tables. The point is that using array formulas may adversely affect the workbook's performance since each value in the array makes a separate call of the VLOOKUP function. So, the more values you have in the array and the more array formulas you have in your workbook, the slower Excel works.
You can bypass this problem by using a combination of the INDEX and MATCH functions instead of SUM and VLOOKUP, and I will show you a few formula examples in the next article.
Download this VLOOKUP and SUM sample.
A moment ago we discussed an example of how you can extract values from several columns in the lookup table and calculate the sum of those values. In the same fashion, you can perform other mathematical calculations with the results returned by the VLOOKUP function. Here are a few formula examples:
Operation | Formula example | Description |
Calculate average | {=AVERAGE(VLOOKUP(A2, 'Lookup Table'$A$2:$D$10, {2,3,4}, FALSE))} | The formula searches for the value of cell A2 in 'Lookup table' and calculates the average of values in columns B,C and D in the same row. |
Find maximum value | {=MAX(VLOOKUP(A2, 'Lookup Table'$A$2:$D$10, {2,3,4}, FALSE))} | The formula searches for the value of cell A2 in 'Lookup table' and finds the max value in columns B,C and D in the same row. |
Find minimum value | {=MIN(VLOOKUP(A2, 'Lookup Table'$A$2:$D$10, {2,3,4}, FALSE))} | The formula searches for the value of cell A2 in 'Lookup table' and finds the min value in columns B,C and D in the same row. |
Calculate % of sum | {=0.3*SUM(VLOOKUP(A2, 'Lookup Table'$A$2:$D$10, {2,3,4}, FALSE))} | The formula searches for the value of cell A2 in 'Lookup table', sums values in columns B,C and D in the same row, and then calculates 30% of the sum. |
If we add the above formulas to the 'Summary Sales' table from the previous example, the result will look similar to this:
Download this VLOOKUP calculations sample.
In case your lookup parameter is an array rather than a single value, the VLOOKUP function is of no avail because it cannot look up in data arrays. In this case, you can use Excel's LOOKUP function that is analogues to VLOOKUP but works with arrays as well as with individual values.
Let's consider the following example, so that you can better understand what I'm talking about. Suppose, you have a table that lists customer names, purchased products and quantity (Main table). You also have a second table containing the product prices (Lookup table). Your task is to make a formula that finds the total of all orders made by a given customer.
As you remember, you cannot utilize the Excel VLOOKUP function since you have multiple instances of the lookup value (array of data). Instead, you use a combination of SUM and LOOKUP functions like this:
=SUM(LOOKUP($C$2:$C$10,'Lookup table'!$A$2:$A$16,'Lookup table'!$B$2:$B$16)*$D$2:$D$10*($B$2:$B$10=$G$1))
Since this is an array formula, remember to press Ctrl + Shift + Enter to complete it.
And now, let's analyses the formula's ingredients so that you understand how each of the functions works and can to tweak it for your own data.
We'll put aside the SUM function for a while, because its purpose is obvious, and focus on the 3 components that are multiplied:
LOOKUP($C$2:$C$10,'Lookup table'!$A$2:$A$16,'Lookup table'!$B$2:$B$16)
This LOOKUP function looks up the goods listed in column C in the main table, and returns the corresponding price from column B in the lookup table.
$D$2:$D$10
This component returns quantity of each product purchased by each customer, which is listed in column D in the main table. Multiplied by the price, which is returned by the LOOKUP function above, it gives you the cost of each purchased product.
$B$2:$B$10=$G$1
This formula compares the customers' names in column B with the name in cell G1. If a match is found, it returns "1", otherwise "0". You use it simply to "cut off" customers' names other than the name in cell G1, since all of us know that any number multiplied by zero is zero.
Because our formula is an array formula it iterates the process described above for each value in the lookup array. And finally, the SUM function sums the products of all multiplications. Nothing difficult at all, it is?
Download this LOOKUP and SUM sample.
Excel's SUMIF function is similar to SUM we've just discussed in the way that it also sums values. The difference is that the SUMIF function sums only those values that meet the criteria you specify. For example, the simplest SUMIF formula =SUMIF(A2:A10,">10")
adds the values in cells A2 to A10 that are larger than 10.
This is very easy, right? And now let's consider a bit more complex scenario. Suppose you have a table that lists the sales persons' names and ID numbers (lookup table). You have another table that contains the same IDs and associated sales figures (main table). Your task is to find the total of sales made by a given person by their ID. At that, there are 2 complicating factors:
And now, let's make a formula that, firstly, finds all sales made by a given person, and secondly, sums the found values.
Before we start on the formula, let me remind you the syntax of the SUMIF function:
range
- this parameter is self-explanatory, simply a range of cells that you want to evaluate by the specified criteria.criteria
- the condition that tells the formula what values to sum. It can be supplied in the form of a number, cell reference, expression, or another Excel function.sum_range
- this parameter is optional, but very important to us. It defines the range where the corresponding cells' values shall be added. If omitted, Excel sums the values of cells that are specified in the range argument (1st parameter).Keeping the above info in mind, let's define the 3 parameters for our SUMIF function. As you remember, we want to sum all the sales made by a given person whose name is entered in cell F2 in the main table (please see the image above).
Main_table[ID]
VLOOKUP($F$2,Lookup_table,2,FALSE)
Of course, you could enter the name in the lookup criteria of your VLOOKUP function, but using an absolute cell reference is a better approach because this creates a universal formula that works for any name input in a given cell.
Main_table[Sales]
.
Now, all you need is to assemble the formula's parts and your SUMIF + VLOOKUP formula is ready:
=SUMIF(Main_table[ID], VLOOKUP($F$2, Lookup_table, 2, FALSE), Main_table[Sales])
Download this VLOOKUP and SUMIF sample.
Finally, let me introduce you to the tool that can look up, match and merge your tables without any functions or formulas. The Merge Tables Wizard add-in was designed and develop as a time-saving and easy-to-use alternative to Excel's VLOOKUP and LOOKUP functions, and it can be very helpful both to beginners and advanced users.
Instead of figuring out formulas, you simply specify your main and lookup tables, define a common column or columns, and tell the wizard what data you want to fetch.
Then you allow the wizard a few seconds to look up, match and deliver you the results. If you think this add-in may prove helpful in your work, you are most welcome to download a trial version : )
282 Responses to "How to use VLOOKUP & SUM or SUMIF functions in Excel"
Want to do vlookup with checking lookup values and if dupilcates values find then it balance the duplicates values,else it write as single values.
E.g. A B Qty output
a1 d123 1500 1000
a2 d123 700 1000
a3 d123 400 600
a4 d124 200 200
a5 d125 300 300
I have many columns like; date, ID, fullname, customer_type, any_details
Now I want to make a form to add/ edit/ search/ delete data, Some time I would have to sum up customer type in a specific dates or month or year.
Column Column Column
A B C
Karim 100 200
Rohim 200 300
Karim 100 500
Rohim 500 100
Result should be:
Karim 900 (100+200+100+500)
Rohim 1100
I used = sumproduct(Vlookup (A1,A1:C4,{2,3},0))
But it does not work. How can I do it? Pls help
I need tinmtime sheet calculate with vlookup&sum please help me
Sir,
I have applied this in rec.sheet and value voolup sum from 3 sheets.
=SUMIF(Rec.Sheet!$B$4:$B$144,B4,'Q-1'!$J$4:$J$142)+SUMIF(Rec.Sheet!$B$4:$B$144,B4,'Q-2'!$J$4:$J$142)+SUMIF(Rec.Sheet!$B$4:$B$144,B4,'Q-2'!$J$4:$J$142)+SUMIF(Rec.Sheet!$B$4:$B$144,B4,'Q-3'!$J$4:$J$142)
This works fine but need better way.
Plz give me better suggestion
Hi,
I have the chart below
Employee name:
Sick Taken :
Vacation Taken
Staff Name Type # of days From To Notes
Josephine Domingo Vacation 1.0 1-Jan-18 1-Jan-18 Approved
May Flower Vacation 0.5 1-Jan-18 1-Jan-18 Approved
Josephine Domingo Sick 1.0 1-Jan-18 1-Jan-18 Approved
May Flower Vacation 3.0 1-Jan-18 1-Jan-18 Approved
Josephine Domingo Vacation 4.0 1-Jan-18 1-Jan-18 Approved
What formula can I use to calculate the sum of Vacation days or Sicks days for a specific employee?
Any help will be helpful :)
I need to get the values of (A1 Staff costs) in by month in below table. please help me
12/20/18 A1 Staff costs 4,412.00
12/20/18 A1 Staff costs 30,232.00
12/20/18 A1 Staff costs 4,412.00
12/20/18 A1 Staff costs 141,000.00
01/10/19 B6 Travel 124.25
01/10/19 B6 Travel 3,890.19
01/10/19 B6 Travel 570.00
01/10/19 B6 Travel 401.00
01/10/19 B6 Travel 3,381.50
01/10/19 A1 Staff costs 6,300.00
01/10/19 A1 Staff costs 7,613.66
please
I need to get the values of (A1 Staff costs) in by month in below table. please help me
12/20/18 A1 Staff costs 4,412.00
12/20/18 A1 Staff costs 30,232.00
12/20/18 A1 Staff costs 4,412.00
12/20/18 A1 Staff costs 141,000.00
01/10/19 B6 Travel 124.25
01/10/19 B6 Travel 3,890.19
01/10/19 B6 Travel 570.00
01/10/19 B6 Travel 401.00
01/10/19 B6 Travel 3,381.50
01/10/19 A1 Staff costs 6,300.00
01/10/19 A1 Staff costs 7,613.66
Hello,
I need assistance with the following please:
In one cell, I have an addition of: ((0)+(0)+(10))+((13)+(0)+(0))+((0)+(0)+(10)).
I would like to only add the addition of the third parenthesis from every outter parenthesis so the total would give me 20.
Do you guys have any suggestion for this approach.
Thank you.
Hello!
I am trying to use VLOOKUP and SUM/SUMIF to sum all the values in one column based on criteria in the first column. Example:
Column 1 Column 2
Avocado 10
Roasted Chicken 10
Mozzarella 5
Roasted Chicken 5
I need to sum column 2's number of Every instance of Roasted Chicken.
using (SUM(VLOOKUP(A4,'PI - MLK '!$A$2:$2$5,2,FALSE))) I only receive the value of the first roasted chicken. How can I capture every instance?
Thanks,
Chase
Hi.
I have an area that I use to lookup entries from a table with data validation. The values selected I want to use to lookup and sum values from another table. I want to:
Lookup these "Item" using data validation
Item 7
Item 8
Item 7
Then look in this table for each Col value selected
XL L M S XS
Item 7 1 1 2 3 0
Item 8 2 3 3 0 0
-Item 14 0 2 1 3 8
Item 7 0 2 0 3 12
and sum various sizes here from table above
XL L M S XS
4 4 5 3 0
Can I use lookup and sumifs in an array formula?
Thanks,
Olafur
I have 2 sheets. the first (key and total$) has a list of product numbers in the first column. in column "I" I want to place the calculation that gets the product number from column "A", goes to sheet2, matches the product number in column "B" (there are duplicate product numbers), then grabs the corresponding $'s from column "R" (sheet2). and if there is a duplicate product number on sheet2 it will sum them together. I went through your sumif/vlookup instructions and cant get it to work. all help will be appreciated.
Dear Sir,
GST TAX% TAXABLE VAL.
12% 11733.12
5% 2095.20
12% 2304.72
5% 5238.00
5% = Total Value (In Single Cell)
12% = Total Value (In Single Cell)
How to sum if same types Tax % Value is calculating in multiple cell in excel single cell Tax % Wise
Please help us.
Thank you SO much for this! Helped me immensely in a complicated sheet today :)
sheet 1 has full details of all issuing item for the month want to look up sheet 2 as each item how many times issued particular item as one total
Sheet 1
Col A = Item Number( Same item Repeat many days(1001,1001,1002,1001,1003,1001)
Col B= Qty issued (Repeat Many Days)
Need Sheet 2
Col A = Item Number ( 1000,1001,1002,1004, etc.)
Col B = Subtotal of Qty issued for particular Item
his it possible in Vlook Up , If So please update formula
1ST SHEET
MATERIAL CODE USAGE
INV001 1
2ND SHEET
DATE ISSUANCE MATERIAL NO. QTY
04-May-19 INV001 1
14-May-19 INV001 2
18-May-19 INV001 1
I USE =SUM(VLOOKUP([@[MATERIAL CODE]],USAGE!C:E,3,1)) TO TOTAL ALL INV001 IN 1ST SHEET BUT ONLY 1 IS THE RESULT.WHAT FORMULA CAN I USE TO TOTAL ALL INV001 IN 1ST SHEET AFTER I UPDATE THE 2ND SHEET.PLEASE HELP THANK YOU.
Hello,
Please somebody tell me how to create formula in excel for my data. Firstly It needs to find the matching word in that column and need to sum adjacent cell data of matching word.
Thanks
i want to add the values under a same ID in a particular column. Kindly give me the right formula.
Hi
I want to make data like as below mentioned can anybody please help ??
Sheet -1
S.MAN NET AMT.
Modern Trade 16344.00
Modern Trade 8847.00
Modern Trade -23402.00
Modern Trade 715.00
DSE002 Dilli 3574.00
DSE002 Dilli 18352.00
DSE002 Dilli 16046.00
Manoranjan S -16344.00
Manoranjan S 16361.00
Manoranjan S 3079.00
Sub-D 726.00
Sub-D 1054.00
Sub-D 7841.00
Sheet -2
S.MAN Total sale Total -ve sale
Modern Trade
DSE002 Dilli
Manoranjan S
Sub-D
Need to Calculate Above 45 Days Value Total Sum from Next Sheet Row it is possible in formula?
i have a problem were I need to lookup sales made by a store for certain date and for a certain date there are various sales made by the various store and I need to add all sales made by a certain for a certain date and there a various stores eg
date store
Sir,
I want to get the sum of specific brand to a specific store. Below illustration, please help:
Worksheet 1: Table
Branch Name: Glorietta
Brand Name MTD2018 MTD2019 %Growth
RJ Baby Cologne
RJ Baby Oil
RJ Baby Powder
Worksheet2: Contains the datas
*should i change the branch name, it will only show the sales for the specific store.
Thanks for the help.
God Bless and more power
I'm trying to build a summation table totaling tuition spent on a client's grandchildren for the past 10 years. I have an annual sheet detailing the institution and month that tuition was paid for each grandchild, and I tried stringing your SUM/VLOOKUP formula together with a "+", but that blew it up and resulted with just the figures from the first column.
Thanks, Svetlana!! for sharing with us.
Apple 50
Banana 40
Apple 50
Banana 50
Banana 40
Apple 50