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Run the Conditional Sum Wizard
 
Applies to
Microsoft Excel 2000

To return to the previous section of this article, click Use the Conditional Sum Wizard to select and add figures


Here are the steps to calculate a total based on one condition, such as the total south region sales.

  1. Click a cell in your list of data (any cell within. In the example above, you could click A1, or any cell within A1:D12 in the example).
  2. Make sure the Conditional Sum Wizard is installed and loaded: on the Tools menu, click Add-Ins, and in the list of available add-ins, make sure Conditional Sum Wizard is checked.
  3. On the Tools menu, point to Wizard, and then click Conditional Sum.
  4. In the first step of the wizard, you indicate where your range of data is located. When you click a cell within the range before running the wizard, Excel fills this information in for you ($A$1:$D$12 in the example).

    If the reference isn't what you want, select the reference and then drag on the worksheet to select the data you want. Be sure to include the column labels in your selection.

    Click Next.

  5. In the second step of the wizard, you indicate which column contains the figures to total, and define the conditions for including numbers in the total. For the example, the screen looks like this:

    Conditional Sum Wizard step 2 screen

    The figures to total are in the Sales column, which Excel has already proposed.

  6. Now specify the condition for including sales figures in the total. To total the sales for the South region, you want to include all figures for which the Region column contains South. To specify this, click Region in the Column box, click South in the This value box, and then click Add Condition.

    For the example, your screen would look like this:

    Step 2 with condition Region=South

    Click Next.

  7. In the third step of the wizard, you choose whether to create a formula that calculates the total and a cell that will contain the value you specified for the condition, or just the formula. You could then change the value in that cell to calculate the total for other conditions. For example, you could type North in the cell, and your formula would then calculate total sales for the North region.
    In this example you just want a formula for the South region sales, so click Next to go to the next step.

  8. In the last step of the wizard, you select the cell where you want the total to appear. In the example, you'd click in the box, click D14, and then click Finish.
    The finished result adds the sales values in rows 2, 6, 7, 8, and 11, and looks like this:

    Example data with conditional total

Next: Create a total based on multiple conditions

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