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Sum top n values with criteria in Excel

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This tutorial shows how to Sum top n values with criteria in Excel using the example below;

Formula

=SUMPRODUCT(LARGE((range=criteria)*(values),{1,2,3,N}))

Explanation

To sum the top n values in a range matching criteria, you can use a formula based on the LARGE function, wrapped inside the SUMPRODUCT function. In the generic form of the formula (above), range represents a range of cells that are compared to criteria, values represents numeric values from which top values are retrieved, and N represents the idea of Nth value.

In the example, the active cell contains this formula:

=SUMPRODUCT(LARGE((color=E5)*(value),{1,2,3}))

Where color is the named range B5:B12 and value is the named range C5:C12.

Worked Example:   Sum if equal to either x or y in Excel

Here’s how the formula works

In its simplest form, LARGE returns the “Nth largest” value in a range with this construction:

=LARGE (range,N)

So, for example:

=LARGE (C5:C12,2)

will return the 2nd largest value in the range C5:C12, which is 12 in the example shown.

However, if you supply an “array constant” (e.g. a constant in the form {1,2,3}) to LARGE as the second argument, LARGE will return an array of results instead of a single result. So, the formula:

=LARGE (C5:C12, {1,2,3})

will return the 1st, 2nd, and 3rd largest value C5:C12 in an array like this:{12,12,10}

Worked Example:   Count cells that contain text in Excel

So, the trick here is to filter the values based on color before LARGE runs. We do this with the expression:

(color=E5)

Which results in an array of TRUE / FALSE values. During the multiplication operation, these values are coerced into ones and zeros:

=LARGE({1;0;1;0;1;1;0;0}*{12;12;10;9;8;8;7;5},{1,2,3})

So the final result is that only values associated with the color “red” survive the operation:

=SUMPRODUCT(LARGE({12;0;10;0;8;8;0;0},{1,2,3}))

and the other values are forced to zero.

Note: this formula won’t handle text in the value range. See below.

Worked Example:   How to check cell that contains one of many with exclusions in Excel

Handling text in values

If you have text anywhere in the value ranges, the LARGE function will throw a #VALUE error and stop the formula from working.

To handle text in the value range, you can add the IFERROR function like this:

=SUM(IFERROR(LARGE(IF((color=E5),value),{1,2,3}),0))

Here, we trap errors from LARGE caused by text values and replace with zero. Using IF inside LARGE requires that the formula be entered with control + shift + enter, so we switch to SUM instead of SUMPRODUCT.

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