How to Apply the SUMIFS with the INDEX MATCH Functions to Multiple Columns and Rows – 5 Easy Steps

The dataset showcases the Monthly Sales Data of the ABC Company for various Products and for 3 Sales Persons. You want to find the Sales of a Sales Person based on the Month and Product.

sumifs index match multiple columns and rows

 

Step 1 – Creating a Drop-Down List to Select the Month

  • Create a cell named Month.

Creating Drop-Down List to Select Month to Use SUMIFS with INDEX, and MATCH Functions for Multiple Columns and Rows

  • Select the cell beside Month. Here, C18.
  • Go to the Data tab.
  • Choose Data Validation in Data Tools.

The Data Validation dialog box will open.

  • Click the drop-down icon.
  • Choose List.

Editing Data Validation dialogue bix to Use SUMIFS with INDEX, and MATCH Functions for Multiple Columns and Rows

  • Click Source.
  • Select the range $D$4:$H$4.

$D$4:$H$4, indicates the names of the Months.

  • Click OK.

A drop-down icon will be displayed in C18.

Final output of step 01 to Use SUMIFS with INDEX, and MATCH Functions for Multiple Columns and Rows

Step 2 – Checking the Drop-Down Button

  • Click the drop-down icon beside C18.
  • The name of the Months will be displayed in the drop-down. Choose Apr-22 (April-2022).

Checking the Drop-Down Button to Use SUMIFS with INDEX, and MATCH Functions for Multiple Columns and Rows

The name of the Month will be displayed in C18.

Step 3 – Creating an Output Table

  • Create a table.

Creating Output Table to Use SUMIFS with INDEX, and MATCH Functions for Multiple Columns and Rows

  • Enter the following formula in B22.
=UNIQUE(B5:B16)

B5:B16 refers to the cells of the Sales Person column.

  • Press ENTER.

You will see unique names from the Sales Person column.

  • Use the formula  below in C21.
=TRANSPOSE(UNIQUE(C5:C16))

C5:C16 represents the cells in the Product column.

  • Press ENTER.

You will see the unique names of the Products in rows.

Final output of step 03 to Use SUMIFS with INDEX, and MATCH Functions for Multiple Columns and Rows

Step 4 – Using the SUMIFS Function with the INDEX-MATCH Functions

  • Enter the following formula in C22.
=SUMIFS(INDEX($D$5:$H$16,,MATCH($C$18,$D$4:$H$4,0)),$B$5:$B$16,$B22,$C$5:$C$16,C$21)

$D$5:$H$16 refers to Sales data for various Months; $C$18 indicates the selected Month; $D$4:$H$4 represents the array of all Months; $B22 indicates the Name of the Sales Person, and C$21 refers to the cell of the selected Product.

Formula Breakdown

  • MATCH($C$18,$D$4:$H$4,0) → gives the relative position of data in an array that matches a specific value.
    • $C$18 → is the lookup_value argument.
    • $D$4:$H$4 → is the lookup_array argument.
    • 0 →  indicates the [match_type] argument.
    • Output → 4
  • INDEX($D$5:$H$16,,MATCH($C$18,$D$4:$H$4,0)) → It becomes INDEX($D$5:$H$16,,4)
    • $D$5:$H$16 → refers to the array argument.
    • 4 →  is the column_num argument.
    • Output → {8177;5060;5634;6230;5130;8196;7250;6115;8431;5661;6265;7328}.
  • SUMIFS(INDEX($D$5:$H$16,,MATCH($C$18,$D$4:$H$4,0)),$B$5:$B$16,$B22,$C$5:$C$16,C$21) →  becomes SUMIFS({8177;5060;5634;6230;5130;8196;7250;6115;8431;5661;6265;7328},$B$5:$B$16,$B22,$C$5:$C$16,C$21)
    • {8177;5060;5634;6230;5130;8196;7250;6115;8431;5661;6265;7328} → represents the sum_range argument.
    • $B$5:$B$16 → is the criteria_range1 argument.
    • $B22 → refers to the criteria1 argument.
    • $C$5:$C$16 → is the criteria_range2 argument.
    • C$21 → indicates the criteria2 argument.
    • Output → $8,177
  • Press ENTER.

Using the SUMIFS Function with INDEX-MATCH Functions to Use SUMIFS with INDEX, and MATCH Functions for Multiple Columns and Rows

This is the output.

  • Drag the Fill Handle to F22 to see the Sales for Jimmy in Apr-22.

  • Use the AutoFill to see the Sales for Harry and Sarah.

Step 5 – Checking if the Output is dynamic.

  • Click the drop-down icon beside C18.
  • Choose a month other than Apr-22 (April-2022). Here, Feb-22 (Februrary-2022).

The output will change automatically.

Final output of step 05 to Use SUMIFS with INDEX, and MATCH Functions for Multiple Columns and Rows


How to Use the SUMPRODUCT with INDEX and MATCH Functions in Excel

Steps:

  • Select a Month from the drop-down list. Here, March.

This is the output.

  • Create a table.

Creating output table to Use SUMPRODUCT with INDEX and MATCH Functions in Excel

  • Select the cells under Name.
  • Go to the Data tab.
  • Choose Data Validation in Data Tools.

  • In the Data Validation dialog box, choose List.
  • Click Source.
  • Select the cells in the Sales Person column.
  • Click OK.

A drop-down icon will be displayed beside the Name column.

  • Click it and choose a Name. Here, Sarah.

Selecting name to Use SUMPRODUCT with INDEX and MATCH Functions in Excel

Choose 2 other names.

  • Enter the following formula in C21.
=SUMPRODUCT(INDEX($D$5:$H$16,MATCH(B21,$B$5:$B$16,0),MATCH($C$18,$D$4:$H$4,0)))

B21 refers to the cell in the Name column.

Formula Breakdown

  • MATCH(B21,$B$5:$B$16,0) → gives the relative position of data in an array that matches a specific value.
    • B21 → is the lookup_value argument.
    • $B$5:$B$16 → represents the lookup_array argument.
    • 0 → is the [match_type] argument.
    • Output 3.
  • MATCH($C$18,$D$4:$H$4,0) Output 4.
  • INDEX($D$5:$H$16,MATCH(B21,$B$5:$B$16,0),MATCH($C$18,$D$4:$H$4,0)) → becomes INDEX($D$5:$H$16,3,4).
    • $D$5:$H$16 → is the array argument.
    • 3 → indicates the row_num argument.
    • 4 → refers to the [column_num] argument.
    • Output 5634.
  • SUMPRODUCT(INDEX($D$5:$H$16,MATCH(B21,$B$5:$B$16,0),MATCH($C$18,$D$4:$H$4,0))) → becomes SUMPRODUCT(5634).
    • Output $5,634.
  • Press ENTER.

This is the output.

  • Use the AutoFill.

If you change the Name, the output will change.

You can also use the SUMPRODUCT function and a combination of INDEX and MATCH functions for multiple rows and columns.

Read More: SUMIFS with Multiple Criteria Along Column and Row in Excel


Practice Section

Practice here.

Practice section to Use SUMIFS with INDEX, and MATCH Functions for Multiple Columns and Rows


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Zahid Hasan
Zahid Hasan

Zahid Hassan, BSc, Industrial and Production Engineering, Bangladesh University of Engineering and Technology, has worked with Exceldmy for 1.5 years. He has written 95+ articles for Exceldemy. He has worked as an Excel & VBA Content Developer. He also worked as a VBA Developer for the Template team. Currently, he is working as a Junior Software Developer for the Excel Add-in project. He is interested in Software Development, Python, VBA, VB.NET, and Data Science, expanding his expertise in... Read Full Bio

4 Comments
  1. Can I incorporate the total number of YTD? Suppose the total YTD for only of June

    • Reply Mahfuza Anika Era
      Mahfuza Anika Era Jul 25, 2023 at 12:51 PM

      Dear Yosh,
      Thank you for your query. Yes, you can determine the sum of YTD number. Firstly create a table like the following for each Month’s Sales of “Jimmy” for “Laptop”.
      Copy this formula in cell C21.
      =SUMIFS(INDEX($D$5:$I$16,,MATCH(B21,$D$4:$I$4,0)),$B$5:$B$16,$B$20,$C$5:$C$16,C$20)
      Sales for each Month
      You will get the sales for each month.
      Next, to calculate the “YTD Grandtotal” copy this formula in cell C27.
      =SUM(C21:C26)
      Subtotal of YTD
      I hope this method will solve your problem. Thank you!
      Mahfuza Anika Era
      ExcelDemy

  2. If I want to calculate the subtotal of YTD? For example, the total YTD of Jimmy for laptop as of May

    • Reply Mahfuza Anika Era
      Mahfuza Anika Era Jul 25, 2023 at 12:13 PM

      Dear Yosh,
      I assume, this question is same as the previous one. You can follow the steps I have given in the previous reply. If you still have any confusion, please leave a comment describing your problem. Thank you!
      Mahfuza Anika Era
      ExcelDemy

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