need help on a SUMIF formula to sum values if any of several drop down options are selected

I need a formula to sum all values in a column if that row has selected certain drop down menu options. The drop down menu is single select, but I am only interested in summing the values if the row has selected any of the first 6 options from the drop down menu.

Here are the options in the single select drop down menu:

1 - Prospect/discovery
2 - Negotiating LOI
3 - Executed LOI
4 - Due diligence
5 - Final negotiations
6 - Signed deal
7 - Closed deal
8 - Cancelled/lost
9 - Paused

I want to sum values from a column called # Physicians.

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Answers

  • Shawn Church
    Shawn Church ✭✭✭✭
    edited 11/07/24

    Hi Morel,

    If I understand your question correctly…you would use a sumifs function like this:

    =sumifs([# Physicians]@row,[Deal Stage]@row,="1 - Prospect/discovery", [# Physicians]@row,[Deal Stage]@row,="2 - Negotiating LOI",etc,etc)

    Then convert to a column formula

  • Hollie Green
    Hollie Green ✭✭✭✭✭✭
    edited 11/07/24

    You can use a Sumif(Or formula

    =Sumif([Deal Stage]:[Deal Stage],Or(@cell="1 - Prospect/discovery",@cell="2 - Negotiating LOI",etc),[# Physician]:[# Physicians])

    The etc would need to be replaced with the additional @cell="next option" until you have them all.

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