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EXCEL DATA ANALYSIS

USING THE CONDITIONAL SUM WIZARD

hat if you want Excel to perform a calculation Before running the Conditional Sum Wizard, select at least
only if certain conditions hold true? Excel can one cell within the range for which you want a conditional
W help you build a formula that meets your needs sum so that the wizard can automatically select the entire
via the Conditional Sum Wizard. For example, you can have range of cells. Excel selects all cells in the range until it
Excel build a formula that only calculates total sales when it encounters the next empty row or column. You should
encounters a certain code. verify the range before continuing.
To use the Conditional Sum Wizard, you must first create or You identify the criteria that you want the summed data to
open an Excel list that contains the column of values to meet by selecting conditions. This means, you need to
sum. You use other columns in the list to create the select a column, a comparison operator, and then the value
criterion value for summing. For example, if you only want to compare.
the amounts for Texas, you sum the amounts if the State Excel provides the Conditional Sum Wizard as an add-in
value equals Texas.
option that you can load on the Add-Ins dialog box. After
Your list must have column headings in the first row you load it, you can find Conditional Sum as an option on
because Excel uses them within the Conditional Sum the Tools menu. See the section "Install Excel Add-Ins" for
Wizard to identify what you want to sum and what is more information on loading add-in options. For more on
conditional. creating conditional formulas, see Chapter 4.
USING THE CONDITIONAL SUM WIZARD

⁄ Create an Excel list or ■ If desired, select a cell ■ The Conditional Sum ‹ Select a different range of
open the appropriate existing from the range of cells to sum Wizard displays. cells.
Excel document. so Excel automatically selects
the cells for the wizard. ■ Excel specifies the range of Note: See Chapter 1 for more on
cells containing the list. selecting a range of cells.
¤ Click Tools ➪ Conditional
Sum. › Click Next.

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