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This post will demonstrate how to perform a filtered sum of values based on a partial text match. Excel will allow you to perform filtered aggregations with the following functions:. SumIFs – sum values based on one or more criteria. AverageIFs – average based on one or more criteria. CountIFs – count based on one or more criteria.
Learn how to SUM values in Excel based on a partial text match. This is great for cases when you need to sum a column based on “criteria contains” a specific value or text. For these cases you can use Excel’s SUMIF or SUMIFS function together with wildcards.
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MaxIFs – find the largest value in a set based on one or more criteria. MinIFs – find the smallest value in a set based on one or more criteria Although these are fantastic functions, most users are under the impression that the criteria must match entirely in order to be included in the aggregation. Although, this is how these functions are typically used, this is not the case. I have covered the mechanics of filtered aggregations ( SumIFs, CountIFs, and AverageIFs) in a previous post. Click the link below to review. I have also covered a technique to sum values between two dates using the SumIFs and EOMonth functions.
Click the link below to review. Wildcards represent “any characters” and are useful when you want to capture multiple items in a search based on a pattern of characters. There are two wildcard characters: Asterisk (.) – This wildcard character will allow for any character(s) in any quantity. Example 1: Exc. (any text starting with “Exc”) Example 2:.el (any text ending with “el”) Example 3:.xce. (any text with “exc” anywhere in the text; beginning, middle, or end) Example 4: Exc.el (any text starting with “Exc”, ending with “el”, and any character in between) Question Mark (?) – This wildcards character will allow for any character in a single character position. This wildcard is useful when you must locate something in a specific position within a set of text.
Example 1:??cel (The first and second characters can be anything, but the third through fifth characters must be “cel”) Example 2: Ex?el (The first and second characters must be “Ex”, the fourth and fifth characters must be “el”, but the third character can be anything). For our first example, we want to sum all the values in the “Quantity Sold” column where the “Company ID” contains the characters “AT” anywhere in the text; beginning, middle, or end. Select cell G6 and enter the following formula: =SUMIFS( $C$4:$C$18, $A$4:$A$18, F6 ) Observe that this fails to return any “hits” because it is looking for “Company ID’s” that exactly match the letters “AT”. We want the formula to be more forgiving.
Update the formula in cell G6 with the following modification: =SUMIFS( $C$4:$C$18, $A$4:$A$18, ”.” & F6 & ”.” ) By placing an asterisk both in front and following the text in cell F6, we have told the SumIFs that the characters “AT” can occur anywhere within the “Company ID”. Because we are searching for text, we must enclose the asterisks (.) in double-quotes and concatenate the components with ampersands ( &). Fill the formula from cell G6 down to cell G9.
Now we want to sum all the values in the “Quantity Sold” column where the “Company ID” contains the characters “10” in the 5 th and 6 th character position. Because we want to examine each character position separately, the question mark (?) wildcard is ideally suited for this task. Because there may be other characters after character position 6, and we don’t care what or how many there are, we will use the asterisk (.) wildcard to handle the “right side” of the search. Select cell G14 and enter the following formula: =SUMIFS( $C$4:$C$18, $A$4:$A$18, ”????” & F14 & ”.” ). In this scenario, we have a set of four characters (ex: AT30) and we want to sum all the values in the “Quantity Sold” column where the “Company ID” begins with the first two characters (“AT”) and ends with the last two characters (“30”).
We will use the text functions LEFT and RIGHT to assist with the text search. Select cell G17 and enter the following formula: =SUMIFS( $C$4:$C$18, $A$4:$A$18, LEFT(F17,2) & ”.” &RIGHT(F17,2) ) In the example in cell G17, it would be as if we were searching for “ AT.30”. Fill the formula from cell G17 down to cell G19.
Do you have add-ins for MAC? This is one of the most popular support requests we get almost every day. It took our developers a while to look into the possibilities to create apps that would work in Excel 2011. Finally, about a week ago we received the long-awaited 'Ready for Sale' from the MAC support team and Count & Sum by Color was published. It took our developers a while to look into the possibilities to create apps that would work in Excel 2011. We must admit that we came across several issues like protection that almost became showstoppers. Finally, about a week ago we received the long-awaited 'Ready for Sale' from the MAC support team and Count & Sum by Color was published.
Count & Sum by Color - the first Ablebits app for MAC The current version of Count & Sum by Color is free. Calculates cell data based on their background or font color. With this app you can Sum, Count, find Average, Minimum or Maximum values for the color of your choice or for all colors in your table at once. It also allows pasting the summary with the results to any location on your sheet. Our team hope to create more add-ins for MAC.
We understand that probably Count & Sum by Color is not the most popular and long-awaited add-in, but it is surely a useful one. We always welcome your testimonials and feedback. Hope this nifty add-in will help you excel in Excel! See also.