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MS Office Forum / Excel / Worksheet Functions / June 2007

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Sum numbers based on specified criteria

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R.Miller - 18 Jun 2007 21:23 GMT
If I have a spreadsheet with various data in a column (perhaps sales rep
names) and I want to sum all values associated with that sales rep, how do I
do it.

For example, if I have hundreds of clients assigned to either sales rep A,
B, C, D or E and I want to know the dollar value of sales for each sales rep,
what is the proper formula?  I would separate totals for the sales dollars
where sales rep = A, sales rep = B, on so on.
Don Guillett - 18 Jun 2007 21:42 GMT
Have a look in the help index for COUNTIF  & SUMIF

Signature

Don Guillett
SalesAid Software
dguillett1@austin.rr.com

> If I have a spreadsheet with various data in a column (perhaps sales rep
> names) and I want to sum all values associated with that sales rep, how do
[quoted text clipped - 6 lines]
> what is the proper formula?  I would separate totals for the sales dollars
> where sales rep = A, sales rep = B, on so on.
krcowen@aol.com - 18 Jun 2007 21:42 GMT
The proper formula would probably be either:

Sumit
Sum (probably an array sum)
Sumproduct
Dsum
or maybe a Pivot Table or SubTotals

Check the Help file on each and see which best meets your needs.

Good luck.

Ken

On Jun 18, 4:23 pm, R.Miller <RMil...@discussions.microsoft.com>
wrote:
> If I have a spreadsheet with various data in a column (perhaps sales rep
> names) and I want to sum all values associated with that sales rep, how do I
[quoted text clipped - 4 lines]
> what is the proper formula?  I would separate totals for the sales dollars
> where sales rep = A, sales rep = B, on so on.
Rick Rothstein (MVP - VB) - 18 Jun 2007 21:47 GMT
> names) and I want to sum all values associated with that sales rep, how do
> I
[quoted text clipped - 5 lines]
> what is the proper formula?  I would separate totals for the sales dollars
> where sales rep = A, sales rep = B, on so on.

Assuming for example purposes that your sales rep names are in column A and
the sales figure is in column B...

=SUMPRODUCT((A1:A13="A")*(B1:B13))

where you would replace the A in quote marks with the sales rep's name or ID
text (and, of course, expand the range to suit your data)

Rick
Toppers - 18 Jun 2007 21:49 GMT
=SUMPRODUCT(--($A$2:$A$100)="Sales rep A"),$B$2:$B$100)

B = Sales values

Put sales rep in cells (say C2 to C10) and use:

=SUMPRODUCT(--($A$2:$A$100)=C2),$B$2:$B$100)

and copy down

OR look at SUMIF function

HTH

> If I have a spreadsheet with various data in a column (perhaps sales rep
> names) and I want to sum all values associated with that sales rep, how do I
[quoted text clipped - 4 lines]
> what is the proper formula?  I would separate totals for the sales dollars
> where sales rep = A, sales rep = B, on so on.
FSt1 - 18 Jun 2007 21:50 GMT
hi
=sumif()
you would need a sumif formula for each sales rep.
assuming sales are in column A and the rep names are in column b.....
=sumif(B1:B5000,"RepName", A1:A50000)
you can stack the sumif formulas in a summary column then total the summary
column for a grand total.

regards
FSt1

> If I have a spreadsheet with various data in a column (perhaps sales rep
> names) and I want to sum all values associated with that sales rep, how do I
[quoted text clipped - 4 lines]
> what is the proper formula?  I would separate totals for the sales dollars
> where sales rep = A, sales rep = B, on so on.
 
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