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Sum if less than in Excel

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This tutorial shows how to Sum if less than in Excel using the example below;

Formula

=SUMIF(range,"<1000")

Explanation

To sum if less than, you can use the SUMIF function.

In the example shown, cell H5 contains this formula:

=SUMIF(amount,"<1000")

Where “amount” is a named range for cells D5:D11.

This formula sums the amounts in column D when they are less than 1000.

How the formula works

The SUMIF function supports Excel’s logical operators (i.e. “=”,”>”,”>=”, etc.), so you can use these as you like in your criteria.

Worked Example:   Sum if cells contain specific text in Excel

In this case, we want to match amounts less than 1000, and the “criteria range” is the same as the “sum range” so there is no need to enter the sum range as a final argument.

The SUMIF function simply sums up all amounts less than 1000.

Note that both the operator (<) and threshold amount are enclosed in double quotes (“”).

Worked Example:   Sum if equal to one of many things in Excel

If you want to include the threshold number in the sum, use less than or equal to (<=), like so:

=SUMIF(amount,"<=1000")

Using a cell reference

If you want to expose the threshold amount on the worksheet so that it can be easily changed, use this formula:

=SUMIF(range,"<"&A1)

Where A1 is a reference to a cell that contains the threshold number.

Alternative with SUMIFS

You can also use the SUMIFS function. SUMIFS can handle multiple criteria, but the order of the arguments is different from SUMIF. The equivalent SUMIFS formula is:

=SUMIFS(amount,amount,"<1000")

Notice that the sum range always comes first in the SUMIFS function. Also note that SUMIFS criteria need to be entered in pairs (range / criteria) which means the named range “amount” must be entered twice:  once as the sum range, and once as a criteria range.

Worked Example:   SUMIFS function: Description, Usage, Syntax, Examples and Explanation

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