Hi - Dave here.

One of the most commonly used functions in Excel is the SUMIFS function. You'll see SUMIFS in all kinds of formulas that do a conditional sum.

The basics are easy. If you want to sum cells in B1:B10 when cells in A1:A10 contain the color "Red", you can use SUMIFS like this:

=SUMIFS(B1:B10,A1:A10,"red")

Simple. But what if you need to do a SUMIFS based on a substring in another cell? For example, sum by state, where state appears embedded in other text?

This is one of those Excel problems that is not exactly difficult, but is not easy either. The trick is to use wildcards, but the wildcards need to be concatenated to a cell reference inside the criteria:

Example of SUMIFS with wildcards

[download the workbook and read the full explanation]

One limitation of the SUMIFS function is that it's not case-sensitive. If you need a case-sensitive formula, you can roll your own with the SUMPRODUCT and FIND functions. The article above explains both approaches. Click the link above to read the explanation and download the workbook to see how it works.

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