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SUMIF / SUMIFS with an OR Logic

Sometimes we need to make small amendments in formulas to make them more flexible and effective.

Just like that, SUMIF OR is an advanced formula which helps you to increase the flexibility of SUMIF. Yes, you can also do SUMIFS OR.

Let's understand this first.

In SUMIFS, you can use more than one criteria to get a sum and in SUMIF you can only use one criterion.

Let's say, in SUMIFS, if you specify two different criteria, it will sum only those cells which meet both of the criteria.

Because it works with AND logic, so all the criteria should meet to get a cell included.

And, sometimes it’s a limitation.

Do We Really Need OR Logic? Any Example?

Let me show an example where we need to add an OR logic in SUMIFS or SUMIF.

Take a look at below data table where you have a list of products with their quantity and current status about the shipment.

In this data, you have two types of products (Faulty and Damaged) which you need to return to our vendor.

But before that, you want to calculate the total quantity of both types of products.

data table to use or logic to use in sumifs sumif

If you go with the normal method, you have to apply SUMIF twice to get this total.

But if you use an OR condition in SUMIF/SUMIFS then you can get a total of both of the products with just one formula.

OK, Let's Apply OR with SUMIFS

Before we start, please download this sample file from here to follow along.

In any other cell in your worksheet where you want to calculate the total, insert below formula and hit enter.

=SUM(SUMIFS(C2:C21,B2:B21,{“Damage”,”Faulty”}))

apply formula to get or logic in sumifs

In above formula, you have used SUMIFS but if you want to use SUMIF you can insert below formula in the cell.

=SUM(SUMIF(B2:B21,{“Damage”,”Faulty”},C2:C21))

By using both of above formulas you will get 540 in the result. To cross verify, just check the total manually.

verify the total of damage and faulty using sumif or

Related: COUNTIF OR

How this SUMIF OR Works

As I said, SUMIFS function use AND logic to sum values. But, the formula which you have used above include an OR logic in it.

To understand this formula you have to split it in three different parts.

three parts of formula to use or logic in sumifs sumif
  1. The first thing is to understand that, you have used two different criteria in this formula by using array concept. Learn more about array from here.
  2. The second thing is when you specify two different values using an array, SUMIFS has to look for both of the values separately.
  3. The third thing is even after using an array formula, SUMIFS is not able to return the sum of both of the values in a single cell. So, that’s why you have to enclose it with SUM function.

With above concept, you are able to get a total for both types of product in a single cell. It will work same with SUMIF and SUMIFS.

And, you can also further expand your formula by specifying product name in second criteria in SUMIFS to get the total for a single product.

Download this sample file from here to learn more. 

Using Dynamic Criteria Range

In the comment section, @Shay asked me about using a cell reference to add multiple criteria instead inserting them directly into the formula.

Well, that's a super valid question and you can do this by using dynamic named range instead of hardcore values.

And for this, you need to do just two little amendments in your formula.

  • The first is, instead of using curly brackets you need to use a named range (best way is to use a table) of your value.
  • And after that, you need to enter this formula by using Ctrl + Shift + Enter as a proper array formula.

So, now your formula will be:

{=SUM(SUMIFS(B2:B51,Named_Range))}

using named range in sumif or

Multiple Criteria Using Different Columns

Let me take you to next level of this formula. Just look at the below data table.

sumifs sumif or with multiple column data

In this table, you have two different columns with two different kind of status.

Now, from this data table you need to sum quantity where the product is damage return status is "No".

That means, only those Damage and Faulty products which are not returned yet. And, formula for this will be.

​=SUM(SUMIFS(D2:D21,B2:B21,{"Damage","Faulty"},C2:C21,"No"))

sumifs sumif or with multiple different column criteria formula

Download this final sample file from here to learn more.

Conclusion

The best part about using OR technique is you can add as many as criteria in it.

​If you want to use only OR logic then it’s fine to use SUMIF. And if you want to create an OR condition and AND condition in a single formula then you can use SUMIFS for that.

You know, this is one of my favorite formula tips and I hope you found it useful.

😃

Now tell me one thing. Have you ever used this kind of formula before? Please share with me in the comment section, I'd love to hear from you.

And, please don't forget to share this tip with your friends.

  • Very useful tip, Puneet. Thanks for sharing.

    • Puneet Gogia

      I’m so glad you liked it.

  • GraH

    Nice that is working without CSE. Just wondering if calculation time is faster then doing 2 seperate SUMIFs/SUMIFSs and then adding up. For larger datasets that can be an issue.

    • Puneet Gogia

      Yes, it is faster than using two different calculations. But, will effect you once you try to add more criteria.

  • Shay Bar-Yehuda

    Thanks for a great tip! Is it possible to use a dynamic criteria inside the OR Logic? i.e. use cell referance instead of {“Damage”,”Faulty”}?

    • Puneet Gogia

      Hey Shay, thank you very much for hitting me back. Your question is super awesome.

      So, if you want to create a dynamic reference, first you need to refer to a named range (best way is to use a table reference) instead of adding your values in curly brackets.

      Secondly, you have to enter formula with CSE as a proper array formula.

      And, it works like a magic.

      Tell me if you need any further help.

      • Shay Bar-Yehuda

        Works Like a charm. thanks again for the quick and proffesional reply

        • Puneet Gogia

          Yo. ../

  • Ogundepo Ezekiel Adebayo

    Oh wonderful. I’m still mastering it inorder to know how to use it offhand.

    • Puneet Gogia

      That’s great. Keep it up.