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Cleaning imported data

SUBSTITUTE vs REPLACE: swap matching text or overwrite by position

Use SUBSTITUTE when you know which text to swap (all occurrences or a chosen Nth match), and REPLACE when you know the character start index and length.

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Math

Subtotal by invoice number on first row only (Prevent double-counting fees)

Show one merchandise subtotal and one repeated invoice-level freight charge per invoice, with an explicit consistency check.

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Financial

Subtotal open invoices by invoice-age brackets with SUMIFS

Aggregate open invoice balances into standard 30-day AR aging subtotal buckets using elapsed age DaysOld = AuditDate - InvoiceDate and SUMIFS.

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Economics & Market Microstructure

Suits Index of Tax Progressivity (S) Formula: Tax-vs-Income Trapezoidal Integral

Calculate Daniel B. Suits’s (1977) Tax Progressivity Index S = 1 - SUM((T_i + T_{i-1}) * (Y_i - Y_{i-1})) across income brackets (-1 regressive to +1 ultra-progressive, 0 flat tax) directly from cumulative income and tax shares.

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Date & Time

Sum & Average Daily Revenue by Day of Week (WEEKDAY + SUMIF)

Aggregate daily POS or e-commerce transactions by ISO day of week (Monday = 1 through Sunday = 7) and split weekday vs. weekend totals using WEEKDAY(A2, 2) + SUMIF.

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Dynamic Arrays

Sum an entire 2D matrix across columns matching a header tag (SUM & FILTER)

Total a multi-row, multi-column 2D table (B3:E5) across ONLY the columns whose Row-2 status tag equals "Active"—solving the classic 2D SUMIF limitation cleanly!

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Date & Time

Sum and average by calendar month across years

Group dated observations by month and compare a group average with the overall sample average.

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Dynamic Arrays

Sum and average the last N columns horizontally (rolling trailing months with TAKE)

Calculate trailing 3-month or trailing N-period sums and averages across horizontal monthly P&L columns using TAKE(row, , -N).

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Math

Sum and count payments by calendar year, including December 31 timestamps

Use an inclusive January 1 start and exclusive next-January-1 end to include every timestamp in the selected year.

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Math & Trig

Sum and find MAX of every Nth horizontal column (repeating Budget vs Actual blocks)

Sum or find the maximum across columns selected by repeated headers, such as Actual and Budget.

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Date & Time

Sum by fiscal year (any fiscal start month: July, October, or April)

Calculate Fiscal Year start and end dates dynamically from FY number and StartMonth (e.g., FY2026 = Jul 1, 2025 to Jun 30, 2026) inside SUMIFS.

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Math & Trig

Sum by month and year with SUMIFS and EOMONTH

Aggregate daily transaction logs into monthly totals dynamically from a Year and Month cell without helper columns.

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Date & Time

Sum durations above a minute threshold: full durations versus excess minutes

Compare the total duration of qualifying sessions with only their excess minutes, including thresholds longer than one day.

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Math

Sum every 3 cells into quarterly totals (OFFSET & step multiplier)

Roll up a 12-row monthly ledger into 4 consecutive 3-month quarterly totals automatically using SUM(OFFSET($B$2, (Quarter - 1) * 3, 0, 3, 1)).

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Math

Sum every Nth row: total periodic intervals with MOD, ROW, and SUMIF

Tag every Nth row cleanly with MOD(ROW - FirstRow + 1, N) and total matching cycle rows with SUMIF.

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Math & Trig

Sum first N (or last N) matching values by customer (TAKE + FILTER)

Sum the first or last N matching orders in a chronologically sorted transaction log using TAKE and FILTER.

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Auditing & Collaboration

Sum Formula-Driven Cells Only While Isolating Hardcoded Manual Overrides (ISFORMULA)

Separate formula-calculated subtotals from hardcoded manual number overrides using ISFORMULA and SUMIF so shared financial models stay 100% auditable.

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Summing & Aggregation

Sum If Begins With Prefix or Ends With Suffix (Wildcard SUMIFS Formula)

Total general-ledger accounts or SKU codes starting with a prefix (Prefix & "*") or ending with a regional/currency suffix ("*" & Suffix)—or matching BOTH simultaneously—using wildcard SUMIFS.

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Conditional Aggregation

Sum If Blank ("") vs. Not Blank ("<>") With SUMIF & SUMIFS

Total open accounts-receivable invoices where Paid_Date is blank using SUMIF(D2:D6, "", C2:C6), settled invoices where Paid_Date is non-blank using "<>", and multi-criteria open region balances with SUMIFS.

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Math & Trig

Sum If Cells Contain Both Keywords (AND) or Either Keyword (OR)

Sum rows containing both or either literal text substrings, escape wildcard characters, and avoid double-counting the intersection without silently accepting empty keywords.

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Math

Sum If Cells Contain Text from Another Cell ("*" & Keyword & "*")

Total invoices or bank transactions whose description contains a dynamic search keyword in E2 using wildcard concatenation "*" & E2 & "*"—with an empty-search-box ISBLANK guard so blank inputs do not sum the entire sheet!

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Math

Sum If Not Equal To ("<>") Single or Multiple Exclusions (SUMIFS)

Total ledger amounts while excluding cancelled, refunded, or intercompany categories using SUMIF(Cat, "<>" & Excl, Amt) and multi-exclusion SUMIFS(Amt, Cat, "<>" & Excl1, Cat, "<>" & Excl2).

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Math & Trig

Sum matching columns across repeating headers (Actual vs Budget)

Total alternating Actual and Budget columns horizontally on one row with SUMIF or across an entire 2D table with SUMPRODUCT.

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Math & Trig

Sum matching rows AND columns in a 2D matrix (SUMPRODUCT outer product)

Aggregate a 2D crosstab when BOTH row labels and column headers can repeat (e.g., multiple "North" rows across multiple "Q1" columns).

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Statistical & Engineering

Sum of Squared Deviations (DEVSQ) & Pooled Within-Group Variance Formula

Compute the exact Sum of Squared Deviations from the sample mean SS = (COUNT(range) - 1) * VAR.S(range) and combine two independent group SS terms into a pooled ANOVA / t-test variance.

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Math & Engineering

Sum of Squares & Paired Vector Differences (SUMSQ, SUMXMY2, SUMX2MY2 & SUMX2PY2)

Compute vector sum of squares (SUMSQ), squared Euclidean distance (SUMXMY2), difference of squares (SUMX2MY2), and combined squared energy (SUMX2PY2) transparently with SUMPRODUCT.

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Math & Trig

Sum or average numbers stored inside a single comma-separated cell

Total, average, or count comma- or semicolon-delimited numbers in one cell ("120, 85, 45, 150" -> 400) using TEXTSPLIT and numeric coercion.

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Math & Trig

Sum or average the last N entries in a column (skipping blank rows)

Extract the final N numeric observations from an expanding log with TAKE and FILTER—keeping legitimate zeros while skipping trailing blanks.

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Math & Trig

Sum or count whole numbers only (exclude decimal fractions)

Flag integer vs fractional entries with MOD(number, 1) = 0 and aggregate full-unit vs partial-unit rows cleanly with SUMIFS and COUNTIF.

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Statistical & Conditional Counting

Sum Text Values Like Numbers (T-Shirt Story Points & Ordinal Rating Scales)

Total and average categorical text codes such as XS/S/M/L/XL story points or Low/Medium/High risk tiers by pairing a compact lookup legend with COUNTIF frequencies and SUMPRODUCT.

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Dynamic Arrays & Lookup

Sum the Bottom N Values Matching Criteria (FILTER, SORT & TAKE Pipeline)

Total the N lowest vendor quotes, fastest lap times, or smallest Regional invoices within a specific category using SUM(TAKE(SORT(FILTER(...)), N)) with graceful IFERROR handling.

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Date & Time

Sum the last 30 days (or rolling N days) with SUMIFS

Total revenue or orders inside a rolling 30-day window and avoid the classic RefDate - 30 vs RefDate - 29 off-by-one boundary mistake.

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Date & Time

Sum timesheet hours by week and project (7-day window SUMIFS)

Roll up daily employee time entries into weekly project totals using half-open [WeekStart, WeekStart + 7) date criteria.

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Math & Trig

Sum top N (or bottom N) values with criteria: FILTER + SORT + TAKE

Total the top K largest deals inside a specific region—even when that region has fewer than K rows—by chaining FILTER, SORT, and TAKE.

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Math & Trig

Sum top N or bottom N values (overall and with criteria)

Total the N largest deals or N lowest vendor quotes dynamically using SUM, TAKE, SORT, and FILTER.

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Text Functions

Sum, Average & Count Comma-Delimited Numbers Inside One Cell (TEXTSPLIT)

Parse comma- or pipe-delimited numeric lists packed inside a single cell (such as "120, 85, 95, 140") into real numbers using --TEXTSPLIT(B2, ",") and aggregate them with SUM, AVERAGE, MIN, and MAX.

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Math & Trig

Sum, average, or find MAX while ignoring formula errors (#DIV/0!, #N/A)

Keep a single #DIV/0! or #N/A cell from poisoning summary KPIs by filtering ranges with ISNUMBER before SUM, AVERAGE, or MAX.

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Lookup & Reference

Sum, Max & Average a Variable Column by Header (CHOOSECOLS + MATCH)

Select a numeric column by a quarter header and calculate its sum, maximum, minimum and average with missing-header checks.

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Math

SUMIF & COUNTIF when cells contain a literal asterisk (*) or question mark (?)

Escape wildcard characters with a tilde ("*~**") so SUMIF and COUNTIF match literal asterisks, question marks, or tildes instead of every text row.

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Conditional totals

SUMIF in Excel: total a category without losing refunds

Build a category total from a community-garden expense log. Keep negative returns, change the selected category, and check a zero result against the source rows.

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Math

SUMIFS & SUMIF across horizontal columns (multi-row column headers)

Sum wide horizontal budget/actual rows left-to-right where Row 1 Quarter and Row 2 Scenario headers match criteria—without transposing—using horizontal SUMIFS.

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Lookup & Reference

SUMIFS & TEXTJOIN+FILTER vs XLOOKUP When Duplicate Keys Exist

Choose deliberately between one matching row, the sum of every matching amount, and a joined list of descriptions. Test literal invoice IDs, missing keys and zero totals.

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Dates and reporting

SUMIFS between two dates: total amounts inside a reporting window

Add invoice payments on or after a start date and on or before an end date by joining comparison operators to boundary cells with &. Verify both endpoints and channel filters.

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Dates and reporting

SUMIFS time totals: add shift durations past 24 hours without losing a day

Spreadsheets store time durations as fractions of a 24-hour day. Sum shifts by team with SUMIFS and multiply by 24 for decimal hours—avoiding the classic clock-rollover bug where 27 hours looks like 3:00.

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Conditional Aggregation

SUMIFS with Multiple Criteria and OR Logic Without Double-Counting Rows

Distinguish safe same-column OR addition in SUMIFS from overlapping cross-column OR conditions where naive SUMIF + SUMIF double-counts rows that satisfy both rules.

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Conditional totals

SUMIFS: total sales that match two conditions

A sales total is only useful when it includes the right orders. Use SUMIFS to add amounts for one region and one order status, without hiding or deleting the other rows.

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Statistical & Mathematical Formulas

Summarize Survey Results by Group: Top-2-Box % & Net Favorability (COUNTIFS)

Aggregate 1-to-5 CSAT or employee-pulse survey responses by department into Top-2-Box satisfaction percentage (scores 4 & 5) and Net Favorability (% Top-2 minus % Bottom-2) using COUNTIFS.

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Math

SUMPRODUCT with criteria: multiply and filter arrays without a helper column

Calculate filtered revenue across quantity and unit-price columns in one SUMPRODUCT formula using boolean (TRUE/FALSE) array multiplication.

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Charts & Visual Data

Sunburst Chart Formula: Hierarchical Ring Angles (360°), Parent-Child Rollups & Gap Audit

Prepare and audit multi-level hierarchical data for a concentric Sunburst Chart by computing inner parent-ring rollups, outer leaf-ring 360-degree arc spans, and within-parent conditional shares.

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Engineering & Science

Sunyaev-Zel’dovich Effect: Cluster Compton-y & CMB Temperature Decrement

Calculate the redshift-independent galaxy-cluster Compton-y parameter y = 0.0040171 * n_e * T_keV * L_Mpc and Rayleigh-Jeans CMB brightness shadow ΔT_RJ = -2 * y * T_CMB (μK).

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