SUMIFS AVERAGEIFS and COUNTIFS functions SUM with conditions

Today, we are count­ing sums, aver­ages and num­ber of trans­ac­tions with more than one con­di­tion. In our exam­ple, we have trans­ac­tion sales table and we want to count the val­ues for giv­en months. How­ev­er, the months are writ­ten as the first day of the month and the last day of the month. It means that we have to add two con­di­tions in order to count it. Let’s start with sums. We can use the SUMIFS func­tion. The first argu­ment of this func­tion is a range on which we will be sum­ming. In our case it’s the sales col­umn so we have to select cell C2 and press the Ctrl + Shift + ↓ com­bi­na­tion, then the F4 key to lock it (Fig. 1).

=SUMIFS($C$2:$C$1193

SUMIFS AVERAGEIFS and COUNTIFS func­tions SUM with conditions
SUMIFS function with a locked range
Fig. 1 SUMIFS func­tion with a locked range

We write a com­ma, and then we are going to the cri­te­ria range 1. This will be the range where we will be check­ing the first cri­te­ri­on, which is the third argu­ment of the SUMIFS func­tion. In our case, we are check­ing dates, so let’s press cell A2, Ctrl + Shift + ↓, then the F4 key. We are adding a com­ma again, and now we have to write the first con­di­tion, which is the first cri­te­ri­on. The order of our con­di­tions is not impor­tant because, in the end, all con­di­tions have to be met to count the thing we want. Let’s start with the From date. We want val­ues that are big­ger or equal to this date, which means that we have to write the sym­bols of larg­er than and equal in dou­ble quotes, then an amper­sand because we are com­bin­ing this text with the val­ue from cell E2 (Fig. 2).

=SUMIFS($C$2:$C$1193,$A$2:$A$1193,”>=”&E2

SUMIFS with the first condition
Fig. 2 SUMIFS with the first condition

After press­ing the F9 key, we can see that Excel changed the date into a num­ber. This makes Excel check our con­di­tion prop­er­ly (Fig. 3).

=SUMIFS($C$2:$C$1193,$A$2:$A$1193,“>=43831”

Excel changed the dated
Fig. 3 Excel changed the dates

How­ev­er, let’s move back to pre­vi­ous text by press­ing Ctrl + Z. Now, we have the first con­di­tion. We can see that the sec­ond con­di­tion is nec­es­sary with sec­ond critiri­on because the next two argu­ments are in square brack­ets (Fig. 4).

=SUMIFS($C$2:$C$1193,$A$2:$A$1193,”>=”&E2

Arguments in square brackets
Fig. 4 Argu­ments in square brackets

Cri­te­ria range 2 in our case is the same as cri­te­ria range 1, so we can just copy it (Ctrl +C, Ctrl +V), but we real­ly need to put it because each cri­te­ria range is work­ing just with the argu­ment of its cri­te­ria. It means that cri­te­ria range 1 is work­ing with cri­te­ria 1, and cri­te­ria range 2 is work­ing with cri­te­ria 2. In our case, the cri­te­ria 2 are num­bers small­er than or equal to the last day of the month in cell F2. 

Now, we have the whole for­mu­la (Fig. 5). 

=SUMIFS($C$2:$C$1193,$A$2:$A$1193,”>=”&E2,$A$2:$A$1193,”<=”&F2)

Whole SUMIFS formula
Fig. 5 Whole SUMIFS formula

When we want to sum the val­ues from the sum range, the first and the sec­ond con­di­tion have to be met. Let’s put the for­mu­la and copy it down. We can see that at the end every­thing is work­ing prop­er­ly because we have writ­ten the for­mu­la prop­er­ly (Fig. 6).

Proper results
Fig. 6 Prop­er results

We still have some more val­ues to count. Let’s take the aver­ages. Since I’m a lazy per­son, I will copy the whole for­mu­la in edit mode, then go to the Aver­age col­umn, paste it and change only the name of SUMIFS into AVERAGEIFS. After enter­ing it, we can see that only the sum range changed its name into aver­age range. The remain­ing argu­ment names stayed the same. It’s because the SUMIFS and the AVERAGEIFS for­mu­las have the same syn­tax, but they count sums and aver­ages cor­re­spond­ing­ly (Fig. 7). 

Argument name change
Fig. 7 Func­tion name change

Let’s put the for­mu­la into our cell and copy it down. We have the results (Fig 8).

SUMIFS reults
Fig. 8 SUMIFS reults

Let’s now count the num­ber of trans­ac­tions. We will use the COUNTIFS func­tion. This func­tion does­n’t have any range on which we could count sums, aver­ages and so on. It only needs cri­te­ria ranges and cri­te­ria. Our first cri­te­ria was the one with dates. So, let’s write A2, then press Ctrl + Shift + ↓, then the F4 key to lock it and a com­ma. I want to show you that the order of con­di­tions is not impor­tant. Let’s take val­ues small­er that or equal to the date in cell F2, com­ma, then the same cri­te­ria range, then the sec­ond cri­te­ria will be greater than or equal to the val­ue from cell E2. Those are all the argu­ments we need for a COUNTIFS func­tion (Fig. 9).

=COUNTIFS($A$2:$A$1193,”<=”&F2,$A$2:$A$1193,”>=”&E2)

COUNTIFS formula
Fig. 9 COUNTIFS formula

After copy­ing the for­mu­la down, we have the results. We can check if our aver­age is cor­rect just by look­ing at it because it is just the sum divid­ed by the num­ber of trans­ac­tions (Fig. 10).

Checking the results
Fig. 10 Check­ing the results

We can see that the num­bers are exact­ly the same as in the Aver­age col­umn (Fig. 11). 

The same numbers
Fig. 11 AVERAGEIFS and divide gives the same results

https://www.youtube.com/watch?v=oei27KKIRPk

Random list no repeats, manual and formulas solutions

Today, we are going to talk about choos­ing a ran­dom ele­ment from a list with­out repeats. We have eight ele­ments in our list. I put there the same num­ber two times, which gives me the oppor­tu­ni­ty to choose the same num­ber two times. If there are three the same num­bers, I could choose the num­ber up to three times. How­ev­er, the choos­ing is ran­dom, so I don’t real­ly know how many times I will choose it. 

Ran­dom list no repeats, man­u­al and for­mu­las solutions
 A list of elements
Fig. 1 A list of elements

If we want to choose an ele­ment from the list at ran­dom with­out repeats, we can use a man­u­al solu­tion. We need to write the RAND func­tion which returns num­bers from 0 to 1 with fif­teen dig­it pre­ci­sion. It means that it’s almost impos­si­ble to choose the same num­ber twice (Fig. 2). 

=RAND()

RAND function
Fig. 2 RAND function

After drag­ging for­mu­la down, we have 8 ran­dom num­bers. We have to remem­ber that the RAND func­tion is a volatile func­tion. It means that it is recal­cu­lat­ed every time our work­sheet changes (Fig. 3).

Recalculation
Fig. 3 Recalculation

Now, that we have our helper col­umn, we can do the sort­ing. We go to Data tab and we choose the A to Z or Z to A command.

Sorting
Fig. 4 Sorting

If we want to have, e.g. five ele­ments, we have to choose five ele­ments from the top. It does­n’t mat­ter whether we sort from A to Z or Z to A. We just choose the first five ele­ments. We can see that the num­bers are recal­cu­lat­ed every time we sort our data (Fig. 5)

Five elements from the list
Fig. 5 Five ele­ments from the list

Let’s get back to our orig­i­nal list and try the sec­ond solu­tion. It is from Lega­cy Excel and it uses for­mu­las. Let’s start with a way to sort our num­bers. We can use, e.g. the LARGE func­tion, which returns the biggest num­ber from the list, then the sec­ond biggest, then the third biggest, and so on. We have to press the F4 key to lock our list. Then, we need a way to choose the first, the sec­ond, and so on num­bers. So, we want to change our key argu­ment using a prop­er func­tion. One of the sim­plest solu­tion I know is using the ROW func­tion with ref­er­ence to cell A1, which is free (with­out $ signs). When we copy our for­mu­la down, our A1 ref­er­ence will also go down, and the ROW func­tion will return the first row, the sec­ond, the third, and so on (fig. 6)

=LARGE($B$2:$B$9,ROW(A1))

ROW function
Fig. 6 ROW function

After enter­ing the for­mu­la, we have our num­bers placed from the largest to the small­est. Our five ele­ments are now in a prop­er order. It means that now we can choose ele­ments. How­ev­er, we must use the MATCH and INDEX func­tion in our data ori­en­ta­tion. Let’s add the MATCH func­tion to find the posi­tion of our num­ber. We have to add the range, which is our ran­dom num­ber col­umn and press the F4 key to lock it. Then, we are adding 0 because we want to have the exact match (Fig. 7)

=MATCH(LARGE($B$2:$B$9,ROW(A1)),$B$2:$B$9,0)

MATCH function
Fig. 7 MATCH function

After enter­ing and copy­ing down, we have posi­tions of the largest num­bers. When we look at the first posi­tion in our Cho­sen col­umn, we have 5. It means that the largest num­ber from our orig­i­nal list is locat­ed in the 5th place. 

Position of the largest number
Fig. 8 Posi­tion of the largest number

How­ev­er, we don’t want to have posi­tion num­bers, but the ele­ments con­nect­ed to those num­bers. It means that we have to add the INDEX func­tion to our MATCH func­tion. This time, we want to choose ele­ments from our list, so we are adding the range and lock it by press­ing the F4 key. It turns out that our MATCH func­tion is the row num­ber. We have to close the for­mu­la (Fig. 9)

=INDEX($A$2:$A$9,MATCH(LARGE($B$2:$B$9,ROW(A1)),$B$2:$B$9,0))

INDEX function
Fig. 9 INDEX function

After enter­ing and copy­ing down, we have ele­ments select­ed at ran­dom with­out repeats. When I press the F9 key, I am forc­ing it to recal­cu­late our results. Some­times, we see our num­ber (123) twice because it is twice on our orig­i­nal list (Fig. 10)

Elements selected at random
Fig. 10 Ele­ments select­ed at random

It’s high time we tried the final solu­tion in Dynam­ic Array Excel. This solu­tion is sim­pler that the one in Lega­cy Excel because we just need two func­tions. In DA Excel, we have the RANDARRAY func­tion which can cre­ate a ran­dom array. We just need to copy the same col­umn into our for­mu­la, which means that we need an array with eight rows and one col­umn. That’s why we are writ­ing just 8 (Fig. 11).

=RANDARRAY(8)

RANDARRAY function
Fig. 11 RANDARRAY function

After putting our for­mu­la into Excel, we have eight ran­dom num­bers. In DA Excel, we can sort by this col­umn. Thus, we have to add the SORTBY func­tion to our for­mu­la. The array which we want to sort is our list. This time, we don’t have to lock it because it is a DA for­mu­la, and our for­mu­la is the result (Fig. 12). 

=SORTBY(A2:A9,RANDARRAY(8))

SORTBY function
Fig. 12 SORTBY function

After putting the for­mu­la down, we have eight ele­ments from our list in a ran­dom order. Press­ing the F9 key allows us to choose ele­ments once again at ran­dom. Let’s choose five ele­ments from the top once again. We still can see the remain­ing ele­ments. If you don’t want to see them, you have some options. You can, for exam­ple, select five ele­ments from our list, then press the F2 key to go to the for­mu­la edit mode, then press the Ctrl + Shift + Enter com­bi­na­tion to cre­ate an array for­mu­la. The array for­mu­la is from Lega­cy Excel. Now, we have only five ele­ments because I’ve select­ed only five cells. Those cells are an array, which means that we can­not change or delete any sin­gle ele­ment of the array. If you want to change it, you have to change the whole array at one time (Fig. 13).

An array
Fig. 13 An array

Sum­ming up, if you want to choose an ele­ment at ran­dom from a list, you can use a man­u­al solu­tion, a Lega­cy Excel solu­tion or a Dynam­ic Array solution. 

https://www.youtube.com/watch?v=myT-vQzDSeE