Microsoft Office

Part II
Working with Formulas and Functions
Let a Wizard Create Your Formula
Excel ships with an add-in called Conditional Sum Wizard. After you install this add-in, you can invoke the
wizard by choosing Formulas ➪ Solutions ➪ Conditional Sum.
You can specify various conditions for your summing, and the add-in creates the formula for you (always an
array formula). The Conditional Sum Wizard add-in, although a handy tool, is not all that versatile. For example,
you can combine multiple criteria by using an And condition but not an Or condition.
To install the Conditional Sum Wizard add-in:
1. Choose Office ➪ Excel Options to display the Excel Options dialog box.
2. Click the Add-ins tab on the left.
3. Select Excel Add-Ins from the drop-down list labeled Manage.
4. Click Go to display the Add-Ins dialog box.
5. Place a check mark next to Conditional Sum Wizard.
6. Click OK.
Summing values based on a date comparison
The following formula returns the total invoice amounts that have a due date after May 1, 2007:
=SUMIF(DateDue,”>=”&DATE(2007,5,1),Amount)
Notice that the second argument for the SUMIF function is an expression. The expression uses the DATE
function, which returns a date. Also, the comparison operator, enclosed in quotes, is concatenated (using
the & operator) with the result of the DATE function.
The formula that follows returns the total invoice amounts that have a future due date (including today):
=SUMIF(DateDue,”>=”&TODAY(),Amount)
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