Quick answer
SUMIFS adds values meeting all criteria; COUNTIFS counts rows meeting all criteria. Every criteria range must align with the same records.
Build one condition at a time
Start with a single working criterion, then add others. This makes data-type and spelling problems easier to isolate.
Join operators correctly
Comparisons often use text such as ">="&F2. Date criteria usually need a start boundary and a less-than next-period boundary for reliable monthly reporting.
Use Tables for maintainability
Structured references reveal which columns are being tested and expand as rows are added. Keep category spelling consistent with validation lists.
Common questions
What is the difference between SUMIF and SUMIFS?
SUMIF handles one condition; SUMIFS supports multiple criteria and places the sum range first.
Do COUNTIFS conditions use AND or OR logic?
Conditions within one COUNTIFS act like AND. OR logic generally requires combining results or another approach.
Sources and editorial approach
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