How to Sum Names in Excel (4 Suitable Ways)

We’ll use the following dataset which contains order details. We’ll use the Product or Customer names to sum values.

Method 1 – Sum for One or Multiple Names Using Excel SUMIF or SUMIFS Functions

Steps:

For the total quantity and total order prices for Customer-1, put the following formulas in cells J5 and K5.

Formula for Total Quantity:

=SUMIF(C5:C20, C5, F5:F20)

Formula for Order Price:

=SUMIF(C5:C20, C5, G5:G20)

We can apply the SUMIFS function to add more criteria. For the total order quantity and price for Customers only for those greater than 100 pieces, insert the following formula in cells J12 and K12.

Formula for Total Quantity (Which Are >100):

=SUMIFS(F5:F20,C5:C20,C10, F5:F20,">100")

Formula for Total Price (Whose Quantity Are >100):

=SUMIFS(G5:G20,C5:C20,C10, F5:F20,">100")

Note:

You could use “Customer-1” instead of C10 inside the formulas to set name criteria.

Method 2 – Sum Names for Partial Matches in Excel

We have products such as shirts, t-shirts, and shorts. You see “sh” is common in these products’ names. We can set a formula using wildcard characters to get the total for all these products.

Steps:

Go to cell J5 and insert the following formula.

=SUMIF(E5:E20, "*Sh*", F5:F20)

Hit the Enter button.

Method 3 – Performing a Summation of a Named Range in Excel

Steps:

Select the product column.
Rename it as Products via the name text box on the ribbon (left to the formula bar). Use an underscore (_) if you want to use two or more words in the name box.