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sumifs excluding certain items

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    sumifs excluding certain items

    Hi,

    I cant get to a simple solution for this question I have???
    I have a list of customers
    I have a list of products and qtys sold
    I have a list of dates(period)
    I have a year

    what I want is to sum the products sold to all customers EXCEPT a list
    then report by period and year.

    using sumifs does the trick except I would need to specificy each customer to exclude and reduce them from the total amount.gotta be a simpler smarter way????

    test sheet.xlsx

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    Re: sumifs excluding certain items

    Your workbook gives a list of data, but does not show what you want to include/exclude, and it would help if you also included a sample answer?

    Maybe this will get you headed in the right direction...
    =SUMIFS($B$2:$B$14,$A$2:$A$14,"a",$C$2:$C$14,"<>w")
    Last edited by FDibbins; 05-21-2014 at 01:30 AM.
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    Re: sumifs excluding certain items

    test sheet.xlsx

    hi ive attached a list of date and results table ( no formula)

    as the actual data involves more than letters but names ive changed it around a bit

    cheers

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    Re: sumifs excluding certain items

    Hi - can i link a sumifs formula to a list - and then not equal to the list in some way??? eg a range

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    Re: sumifs excluding certain items

    Quote Originally Posted by Tradesman View Post
    Hi - can i link a sumifs formula to a list - and then not equal to the list in some way??? eg a range
    Can you post some sample data and tell us what result you except?
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    Re: sumifs excluding certain items

    With an pivot table.

    See the attached file.
    Notice my main language is not English.

    I appreciate it, if you reply on my solution.

    If you are satisfied with the solution, please mark the question solved.

    You can add reputation by clicking on the star * add reputation.

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    Re: sumifs excluding certain items

    Hi there - I see that as a away of generating the solution but my data is live so wil chnage as wil the date periods going forward- I need to be able to chnage the table titles - and then refer to the data giving the result -

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    Re: sumifs excluding certain items

    My original test sheet showed the result - but it didnt show that the data would change over time.

    the headers eg P1 abnd year will change ( thats age for you!)

    so the sumifs proposition is easy- until I want to exclude certain references eg dave, as well as colin-Im guessing this could be additional sumifs criteria - but would rather have reference to a table that would be excluded for the sum

    solution above <> works for one - not what about more than one exclusion- or even better from a table that may change over time??

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    Re: sumifs excluding certain items

    Here's the data from your test sheet file:

    Data Range
    A
    B
    C
    D
    E
    1
    product
    qty
    who
    period
    year
    2
    a
    1
    w
    P1
    2014
    3
    b
    2
    x
    P1
    2014
    4
    c
    1
    w
    P1
    2014
    5
    d
    3
    x
    P2
    2014
    6
    a
    2
    y
    P3
    2014
    7
    b
    4
    x
    P4
    2014
    8
    c
    2
    w
    P5
    2014
    9
    d
    3
    w
    p3
    2014
    10
    a
    2
    w
    p3
    2014
    11
    c
    3
    x
    p3
    2014
    12
    c
    2
    y
    p3
    2014
    13
    c
    4
    w
    p3
    2014
    14
    d
    10
    s
    p3
    2014


    Tell us exactly what you want to sum based on what conditions.

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    Re: sumifs excluding certain items

    your post #6

    Hi there - I see that as a away of generating the solution
    could you explain why you think a pivot table is not usefull for you.

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    Re: sumifs excluding certain items

    Quote Originally Posted by Tradesman View Post
    Hi there - I see that as a away of generating the solution but my data is live so wil chnage as wil the date periods going forward- I need to be able to chnage the table titles - and then refer to the data giving the result -
    Quote Originally Posted by oeldere View Post
    your post #6

    Hi there - I see that as a away of generating the solution

    could you explain why you think a pivot table is not usefull for you
    .
    Pivot tables do not refresh automatically, which is one reason why I rarely use them. Above the OP explains why he doesn't want to use them in this instance.
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    Re: sumifs excluding certain items

    test sheet with answer!.xlsxHi - I amended the data to be a little more detailed as attached.

    so I have few names that I would like to build into a list (so I can add and remove over time) that sums data from a data list which an abridged version is on there.

    then I can create a report showing sales by period and year- by updating the titles it updates the details

    stu

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    Re: sumifs excluding certain items

    I think that your fie in #11 responds my answer in #5.

    You don't answered my question in #9.

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    Re: sumifs excluding certain items

    could I for instance exclude the references I dont want to sumif s eg sumifs ( data qty, <> derek&<>colin&<>Ian ) for example

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    Re: sumifs excluding certain items

    Hi,

    is this what you are looking for ? Try this formula into A17:
    =SUM(B2:B15)-SUMPRODUCT(SUMIFS(B2:B15;C2:C15;A19:A21))

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    Re: sumifs excluding certain items

    wow so we can use a list as a set of criteria

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    Re: sumifs excluding certain items

    so that gives me the sum of the list without the slected names-I guess I just have ti rewrite the formual to include the period sections

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    Re: sumifs excluding certain items

    it works!!!!!!! well done all

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    Re: sumifs excluding certain items

    The formual sets works great- however I wa shoping to add it as a nmaed range but that doesnt work using define names-any ideas???

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