How to use the Conditional Sum Wizard in Excel

The Conditional Sum Wizard in Excel can be used to sum values based on multiple conditions. The Conditional Sum Wizard is a tool to help you in creating these more complex functions.

The Conditional Sum Wizard is an Excel add-in and therefore it needs to be loaded first. To check if it has been loaded already, click on the Tools menu. If you cannot see it, it requires loading.

  1. Click the Tools menu and select Add-ins
  2. Select the Conditional Sum Wizard from the list of available add-ins
  3. Click Ok

Loading the Conditional Sum Wizard Add-in
Loading the Conditional Sum Wizard Add-in

Suppose we are using the data below and need to calculate the total orders by James for selling produce.

Data to be used in the conditional sum
Data to be used in the conditional sum

Using the Conditional Sum Wizard

  1. Click the Tools menu and select Conditional Sum. The first step of the wizard is shown
  2. Click in the box at the bottom and select the range of cells you want to use including the column headings. In this example that would be A1:E15. Click Next
  3. Step 2 of the wizard appears and is where you specify the conditions of your sum. Select the column to sum from the first list. In this example it is the Order Amount column
  4. Enter the conditions required and click the Add condition button after each one to add them to the box at the bottom. Our example needs two conditions: Salesperson = James and Category = Produce. After entering the conditions click Next
  5. Specify whether you want the wizard to input just the result of the formula or the formula and the result in step 3 of the wizard and click Next
  6. Step 4 of the wizard is the final step. Select the cell(s) where you want the result to appear and click Finish

{=SUM(IF($A$2:$A$15="James",IF($D$2:$D$15=”Produce″,$E$2:$E$15,0),0))}

Excel enters an array formula when using the Conditional Sum Wizard. Array formulas can be recognised by the curly braces at each end. Find out more about how to write your own array formulas.

Other Excel Array Formulas

Transpose Function

The Excel Transpose function is used to switch data displayed in a row into a column and vice versa. It is the formula equivalent of the Transpose option found under Paste Special. The Paste Special option is useful if you want to perform a one time paste of the data.

Microsoft Excel Functions

A list of the most useful functions found in Excel and how to use them.

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