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Subtotal invoice amounts by age in Excel

Author: Xiaoyang Last Modified: 2021-10-25

To sum the invoice amounts based on age as below screenshot shown may be a common task in Excel, this tutorial will show how to subtotal invoice amounts by age with a normal SUMIF function.


Subtotal invoice amount based on age with SUMIF function

Dealing with this task, you can use a simple SUMIF function in Excel, the generic syntax is:

=SUMIF(range, criteria, sum_range)
  • range: The range of cells which criteria is applied.
  • criteria: The criteria to sum data based on;
  • sum_range: The range of cells that you want to sum.

For example, I want to sum all the invoice amounts whose age is less than or equal to 30, or whose age is greater than 30, please apply the following formula:

1. Enter or copy the below formula into a blank cell:

=SUMIF($B$2:$B$10,F2,$D$2:$D$10)

2. And then, drag the fill handle down to copy the formula to other cells, and the amount subtotals will be calculated, see screenshot:


Relative function used:

  • SUMIF:
  • The SUMIF function can help to sum cells based on one criterion.

More articles:

  • Sum Values By Group In Excel
  • Sometimes, you may have the requirement to sum values based on group in a table. For example, I have a list of products with their corresponding amounts in another column, now, I want to get the subtotal amount for each product as below screenshot shown. This tutorial will introduce some formulas for solving this task in Excel.
  • Sum Smallest Or Bottom N Values
  • In Excel, it is easy for us to sum a range of cells by using the SUM function. Sometimes, you may need to sum the smallest or bottom 3, 5 or n numbers in a data range as below screenshot shown. In this case, the SUMPRODUCT together with the SMALL function can help you to solve this problem in Excel.
  • Sum Smallest Or Bottom N Values Based On Criteria
  • In previous tutorial, we have discussed how to sum the smallest n values in a data range. In this article, we will perform a further advanced operation – to sum the lowest n values based on one or more criteria in Excel.

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