The Conditional Sum Wizard and the SUMIFS Function | AccountingWEB

The Conditional Sum Wizard and the SUMIFS Function

A very useful tool in Excel is the conditional sum wizard. It expands the SUMIF function by allowing for multiple conditions. Let's review. First the basic SUMIF function. I have a table of an employee listing which includes department, classification (direct, indirect or salary) and expense category (SGA or COS).

Suppose I want to sum all of the employees that are just direct. Use the SUMIF function.

Now suppose I want to sum the employees that are direct and coded to COS. The criteria in the function arguments dialog box above only allows for one entry, so the conditional sum wizard needs to be used.

The Conditional Sum launch button needs to be placed in the ribbon first. Click on the office button and then click on "Excel Options" at the bottom of the drop down menu, then select "Add-ins".

Select "Excel Add-ins" in the Manage box and click the "Go" button.

Check the "Conditional Sum Wizard" and any other options that might be of interest. Then click the "OK" button. Now the Conditional Sum button will show in a new group called Solutions under the Formula ribbon tab.

Go to Tools > Add-Ins and click on Conditional Sum Wizard for Excel 03 users.

The Conditional Sum selection will be found under Format in the main menu. Now click on the Conditional Sum button and traverse through the four dialog boxes that follow:

Dialog box steps

  • Select the data
  • Set the criteria
  • Headers or formula result
  • Place the result

The sum of all employees from row 5 through row 45 (See step 1 above) is 95 (not showing). The number of direct employees that are recorded in COS is 67 out of the total of 95 (See step 3 above). The actual formula from using the conditional wizard looks like:


Notice the parenthesis at each end of the formula. That makes this formula an array formula. Without getting too involved in array formulas because that is not the purpose of this article, excel help defines an array formula as:

"An array formula is a formula that can perform multiple calculations on one or more of the items in an array. Array formulas can return either multiple results or a single result. For example, you can place an array formula in a range of cells and use the array formula to calculate a column or row of subtotals. You can also place an array formula in a single cell and then calculate a single amount. An array formula that resides in multiple cells is called a multi-cell formula, and an array formula that resides in a single cell is called a single-cell formula."

Excel 07 has a new formula available that performs the same function as the conditional sum wizard. That formula is the SUMIFS formula. The arguments for this formula are to highlight the target range to be summed, then select each criteria range and the related criteria.

Notice that I get the same answer "67" that was returned via the conditional sum wizard. An advantage of the SUMIFS is that wildcard characters the question mark (?) and the asterisk (*) can be used in the criteria. A question mark matches any single character, and an asterisk matches any sequence of characters.

Finally, "IFS" formulas are also available in AVERAGE (AVERAGEIFS) & COUNT (COUNTIFS).
Excel 07 IFS formulas provide ease and versatility to your programming needs ifs you decide to use them.

This blog

by Chris Wood, CPA - Chris Wood is a CPA with experience in Big Four, large regional and local public accounting firms. Write to the good Captain on everything under the sun concerning the captivating world of Excel!



More from this blog

Bloggers crew

Steve Knowles has spent 25 years in business and practice in the UK, but he also worked in the states and the years haven't dulled his way of seeing an alternative view to everyone else, and every day is a new adventure.


Joel M. Ungar, CPA is a lifelong resident of the Detroit area and a graduate of The University of Michigan. He is a principal with Silberstein Ungar, PLLC, a Top 15 auditor of SEC public reporting companies.


Allan Boress, CPA, with over 25 years as a practitioner and consultant to the accounting profession. Mr. Boress is the author of 12 published books in 6 different languages, including a best-seller, The "I-Hate-Selling" Book.


Larry Perry, CPA, CPA Firm Support Services, LLC, is the author of accounting and auditing manuals, author and presenter of live staff training seminars, and author of webcast and self-study CPE programs. He blogs about small audits, reviews, and compilations.

Sandra Wiley, COO and Shareholder, is ranked by Accounting Today as one of the 100 Most Influential People in Accounting as a result of her prominent role as an industry expert on HR and training as well as influence as a management and planning consultant. She is also a founding member of The CPA Consultant's Alliance. Sandra is a certified Kolbe™ trainer who advises firms on building balanced teams, managing employee conflict and hiring staff.

Maria Calabrese, CIR, Human Resources manager for Fazio, Mannuzza, Roche, Tankel, LaPilusa, LLC in Cranford, New Jersey, Maria's topics revolve around the world of: Mentoring, Performance management, and The "Y Generation," a.k.a. "The whY generation".


William Brighenti is a CPA, Certified QuickBooks ProAdvisor, and Certified [Business] Valuation Analyst, operating an accounting, tax, and QuickBooks consulting firm in Hartford, Connecticut, Accountants CPA Hartford.


Ken Garen, CPA, is the co-founder and President of Universal Business Computing Company (, a software development firm of high-volume, high-productivity accounting and payroll technology.


Eva Rosenberg, MBA, EA, is the publisher of, and author of the weekly syndicated Ask TaxMama column. She provides answers to tax questions from taxpayers and tax professionals worldwide.


Amy Vetter, CPA, CITP is the CPA Programs Leader for Intacct Corporation responsible for leading the CPA/BPO Partners nationally.

Brian Strahle is the owner of LEVERAGE SALT, LLC where he provides state and local tax technical services to accounting firms, law firms and tax research organizations across the United States. He also writes a weekly column in Tax Analysts State tax Notes entitled, "The SALT Effect." For more info, visit his website:
Scott H. Cytron, ABC, is president of Cytron and Company, known for helping companies and organizations improve their bottom line through a hybrid of strategic public relations, communications, marketing programs and top-notch client service. An accredited consultant, Scott works with companies, organizations and individuals in professional services (accounting, finance, medical, legal, engineering), high-tech and B2B/B2C product/service sales.

Rita Keller is a nationally known CPA firm management consultant, speaker, author, mentor and blogger. She has over 30 years hands-on experience in CPA firm management, marketing, technology and administrative operations.

Stacy Kildal is the mom of two fantastic kids, an Advanced Certified QuickBooks ProAdvisor, Certified Enterprise Solutions ProAdvisor, Sleeter Group Certified Consultant, a nationally recognized member of the Intuit Trainer and Writer Network, and co-host of RadioFree QuickBooks.
Michael Alter's blog specializes in providing practical advice to those who seek greater profitability and practice management tactics that enhance deeper client relationships.

Sally Glick, CMO, Principal, Marketer of the Year in 2003 and AAM Hall of Famer in 2007, leads a lively discussion of the constantly expanding roles of marketing and the professional marketers that drive this initiative in accounting firms of all sizes.


The IMA Young Professionals Blog features the insights of IMA’s Young Professionals Committee. Committee members share advice and experiences on careers, continuing education, work/life balance, and other issues affecting young accounting and finance professionals.


FEI Financial Reporting Blog provides highlights from SEC, PCAOB, FASB, IASB, and other regulatory news, including reporting under Sarbanes-Oxley Sect 404. It is written by Edith Orenstein, Director of Technical Policy Analysis at FEI.


Sue Anderson has 30 years of experience in continuing education for accountants. Currently she is the program director for online CPE provider CPE Link.


Jim Fahey is COO of Apple Growth Partners, a regional CPA firm in Ohio. His focus is on the effective and efficient use of technology within the firm by all team members.

Caleb Newquist is the Editor-in-Chief of Sift Media US, overseeing content for both AccountingWEB and Going Concern.

Leita Hart-Fanta, CPA, CGFM, and CGAP is the author of "The Yellow Book Interpreted" and owner of a website devoted to training for governmental auditors.


AccountingWEB is more than just a U.S. team of journalists and financial and technology experts - we have an international side, too! Members of our British team who publish share their ideas, insights, and perspectives from across the pond.