using Numbers SUMIFS formula: some formulas in my spreadsheet work and others don't

I am creating a spreadsheet to track our expenses. I have created 100+ categories and have entered the category and month in a column across from the transactions I downloaded from US Bank for each of the year's 2500 + expense transactions. I have created a grid that lists the categories on the vertical axis of the grid and the month names on the horizontal axis. Each cell has a formula that sums all the transactions for that category and month. Most of the cells are giving me the answer I would expect. Others give me answer of $0 with no error message when there should be a number other than $0. I have checked the syntax carefully and had others do the same.


Can't figure it out. Any ideas?


thanx

MacBook Pro 13″, 13.5

Posted on Sep 15, 2023 6:23 PM

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Posted on Sep 16, 2023 7:42 PM

Two typical reasons for SUMIF to give "incorrect" results:


  1. The "test values" in the column of categories have a different spelling than the "condition" used in the formula. It could be a slightly different spelling or a leading or trailing space character or other non-visible character or an extra space between words or something else that makes the two not be a match. Case does not matter, though.
  2. The values to be summed are text, not numbers. Numeric text ("numbers" in cells that are formatted as text) will not be summed by any functions. The +-*/ operators will do math with them but none of the functions will. It could be the cells are formatted as text or it could be something else wrong with the numbers that makes them text, not numbers. You mentioned "US" bank. If your region uses a comma as a decimal separator and these numbers use a dot, the "numbers" will be text.


As requested by Yellowbox, a screenshot would be helpful. Sometimes the answer jumps right out when we see the actual table and the formula as shown in the formula editor.

7 replies
Question marked as Top-ranking reply

Sep 16, 2023 7:42 PM in response to mnoro2

Two typical reasons for SUMIF to give "incorrect" results:


  1. The "test values" in the column of categories have a different spelling than the "condition" used in the formula. It could be a slightly different spelling or a leading or trailing space character or other non-visible character or an extra space between words or something else that makes the two not be a match. Case does not matter, though.
  2. The values to be summed are text, not numbers. Numeric text ("numbers" in cells that are formatted as text) will not be summed by any functions. The +-*/ operators will do math with them but none of the functions will. It could be the cells are formatted as text or it could be something else wrong with the numbers that makes them text, not numbers. You mentioned "US" bank. If your region uses a comma as a decimal separator and these numbers use a dot, the "numbers" will be text.


As requested by Yellowbox, a screenshot would be helpful. Sometimes the answer jumps right out when we see the actual table and the formula as shown in the formula editor.

Sep 18, 2023 2:18 AM in response to mnoro2

Hi Mark,


One thing I might suggest is to use the LEN (length) function to show the number of characters in Category e-s-o electronics software other. As Badunit said, that must exactly match the number of characters in the SUMIFS formula (no leading, or intermediate, or trailing spaces).


Place the LEN function in a spare cell of your table, or any other table.


Please consider a more "Numbers" way, instead of the Excel way with an "ocean" of a sheet with small "islands" of data. Numbers allows several tables on a sheet, each table with a purpose.

Take a look at this discussion of how to use SUMIFS to sum income per month for several accounts:

simple income table with date, monthly su… - Apple Community


Easily adapted to sum debits per month for several categories.


Regards,

Ian.


Sep 18, 2023 11:46 AM in response to mnoro2

Copy from one of the "e-s-o" cells and paste it into the formula. Rather than entering the cell and copying the text, select the cell (single click) and copy the entire cell. When you paste into the formula it will paste only the text. This way you'll know it is exactly what was in the cell, no chance of missing a leading or trailing space or other invisible.

Sep 18, 2023 8:13 PM in response to mnoro2

Yellowbox and Badunit, YOUR ADVICE HAS SOLVED THE PROBLEM!!! Thank you both so much. Sure enough, there was a hidden space at the end of all the category entries that didn't exist when I created the SUMIFS formula. Just had to enter the space and it worked great!! WHAT A RELIEF!! I don't want to admit how many hours I spent trying to figure this out on my own.


Thank you both !!!,

Mark


Sep 16, 2023 1:18 AM in response to mnoro2

Hi mnoro2,


Your first post received no replies in almost 6 hours. But we are not looking over your shoulder to see what you see 😉.

Perhaps more information will lead to a solution.

Please post a screen shot of a relevant part of your table. Please include Column Labels (A, B, C etc.) and Row Numbers (1, 2, 3 etc.). Also, please show the formula that uses SUMIFS.


Regards,

Ian.

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using Numbers SUMIFS formula: some formulas in my spreadsheet work and others don't

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