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

Just like that, SUMIF OR.

It’s an advanced formula which helps you to increase the flexibility of SUMIF.

Yes, you can also do SUMIFS as well. But before we use it let me tell one thing about SUMIF.

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

Just thing like this.

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.

...but...but...but.

When you combine OR logic with SUMIF/SUMIFS you can sum values using two different criteria at the same time.

...without any further ado let's learn this amazing formula.

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## Do We Really Need OR Logic? Any Example?

Let me show you 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.

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 then you can get the 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.

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

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

### How this formula Works

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

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

- 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. - The
**second**thing is when you specify two different values using an array, SUMIFS has to look for both of the values separately. - 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 the above concept, you are able to get a total for both types of product in a single cell. It will work the 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 of 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:

## Multiple Criteria with Different Columns

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

In this table, you have two different columns with two different kinds 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, the formula for this will be.

## Sample File

Get instant access to **all the sample files** from here.

### 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?*

Share your views 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.

**You must Read these Next**

- COUNTIF OR: Just like SUMIF you can also use COUNTI with OR logic. It helps us to count more than one values at the same time...
- SUM Values Between Two Dates: By using SUMIFS you can sum values between two dates using the start date and the end date as criteria...
- SUMIF with Wildcard Characters: If we use wildcard characters with SUMIF, we can sum values using partial criteria and the good news is...
- Conditional Ranking in Excel: By using SUMPRODUCT function you create a RANKIF formula which is not there in Excel by default...
- MAX IF: This MAX IF will be an array formula which you can use to find max value from a range with criteria...

Hey champ, I need your help to resolve my query. I want to make the criteria dynamic by getting the input from the user using slicer. When I have multiple criteria for same column I can use sum before sumifs as hard coded formula but I want to get the criteria from slicer based on the selection by the user. How to do this?

One word – amazing.

thanks!

Thanks for your word…

Building on the formula above =SUM(SUMIFS(D2:D21,B2:B21,{“Damage”,”Faulty”},C2:C21,”No”))….

Why can you not reference cells instead of using “Text”?

=SUM(SUMIFS(D2:D21,B2:B21,{B$6$,B$11$},C2:C21,C$11$))

Apologies, I re-read the article and saw the named range +CSE.

Very useful article. Thanks

What does “named_range” mean? What do you input as “named_range” when doing a cell reference instead of written words? So confused :/ Do you put the cell range of the values you want to look up?

Hi

I am trying to use this formula and its not adding correctly

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

any clue what might I have done wrong ?

Hi Puneet,

Your tips above are highly effective, and I have a secondary challenge to apply here! Hope this post isn’t too old to be reignited 🙂

I may simply be thinking about this before having coffee every time but I can’t seem to solve it conceptually.

Effectively I’m looking for a way to dynamically ADD or REMOVE criteria from a SUMIFS without using multiple sums under IF conditions.

Example:

Name | Gender | Category | Sales

———————————————-

Dave | Male | A | 20

Mike | Male | B | 30

Tracy | Female | C | 10

Sam | Female | D | 80

I have many more categories in my working problem, including date ranges etc (effectively invoice data summarised).

I’m using a SUMIFS and I’d like to dynamically pick Male, Female or BOTH.

For both my assumption is that I should dynamically remove the criteria on Gender to include BOTH.

My only requirement is to do this in a single formula/array without an IF condition as mentioned.

Thoughts?

Cheers

Dave

Hi – What if I wanted to look at Damaged OR Faulty, and control for products, like only Product B and Product C. Can you have two OR sections?

Range_Name Critaria is Awesome and Very Helpful

Great Work Puneet

From Rizwan Planning Engineer

I’m glad you linked it.

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

That’s great. Keep it up.

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”}?

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.

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

Yo. ../

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.

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

Very useful tip, Puneet. Thanks for sharing.

I’m so glad you liked it.