Don't Use Excel Filters! Use This Incredible Excel Formula Instead ...

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  • เผยแพร่เมื่อ 23 พ.ย. 2024

ความคิดเห็น • 726

  • @TigerSpreadsheetSolutions
    @TigerSpreadsheetSolutions  3 ปีที่แล้ว +11

    🔥WATCH NEXT: Another Powerful Excel Formula:
    th-cam.com/video/O56lIznjYdg/w-d-xo.html

    • @braco0000
      @braco0000 3 ปีที่แล้ว

      Hello Tiger... What does "DSUM" stand for?

  • @SabeerAbdulla
    @SabeerAbdulla 3 ปีที่แล้ว +117

    Ctrl Shift L enables filters in all columns without having to select the column.
    Alt ⬇️ drops the filter menu, pressing E after that takes you directly to the search box.
    Not exactly a replacement though, like with all analytical issues, it depends on the scenario you're testing.

  • @KingsoTV
    @KingsoTV 3 ปีที่แล้ว +139

    CTRL + SHIFT + L to enable filters, you don’t need to select the whole range either

    • @sportssalam
      @sportssalam 3 ปีที่แล้ว +2

      Yes, usually i am go on that method

    • @aynino
      @aynino 3 ปีที่แล้ว +13

      Yes but if for some reason there are empty rows in your table, the data after won’t be taken into the filters if you don’t select your entire table first.

    • @KingsoTV
      @KingsoTV 3 ปีที่แล้ว

      ​@@aynino agreed, if you are using the filtering to cleanse the data

    • @TigerSpreadsheetSolutions
      @TigerSpreadsheetSolutions  3 ปีที่แล้ว +3

      I like it!

    • @g.j
      @g.j 3 ปีที่แล้ว

      What about the shortcut key to remove the table?

  • @panksimus
    @panksimus 3 ปีที่แล้ว +44

    After 'Alt+Down Arrow' key, if you press 'E', you reach directly to the search box instead of going down using down arrow key.

  • @mikenkk1
    @mikenkk1 3 ปีที่แล้ว +2

    HA! I was expecting something 'new' but this is a blast from the past....I'm happy to see your audience so excited. I've been using DSUM, etc. since before Excel had filters. Before Pivot Tables were in Excel, I used to build pivot tables from 100,000 lines of data using five or six criteria DSUM, DGET, DCOUNT, DMIN, etc.

  • @mikratky
    @mikratky 3 ปีที่แล้ว +11

    Nice explanation, but i am still prefering sumifs, even if with harder syntax. Because i normal want to results for more variants, problem of sdum is the header of criteria, you have to have criteria value directly below the header, you cant tou use one criteria table with more rows... For more variants on one shot you have to use every time new criteria table for each dsum (you cant to have only table of criteria variants)

    • @MatthewMarsett
      @MatthewMarsett 2 ปีที่แล้ว

      You should check out using the SUMPRODUCT function for trying to sum when there are numerous criteria. I used to use sumif quite a bit but eventually my "criteria" ran into 5+ "ifs" and SUMPRODUCT just became easier to write.

  • @bigboldbicycle
    @bigboldbicycle 3 ปีที่แล้ว +11

    I find Alt, A, T is bit of a handful to press sequentially. Someone showed me Ctrl+Shift+L to do the same thing, no need to get the sequence right, just mash the keys at the same time and it's toggled the filter.
    Also press E once you're in the filter box to get the cursor in the filter text box straight away.

  • @mikes978
    @mikes978 3 ปีที่แล้ว +20

    Crtl+A is a great alternative shortcut to the ctrl+shift+right then ctrl+shift+down that you were using to select the data you want filtered. Also, you don’t have to have the top left most cell selected, it could be any cell within the dataset.
    Another great alternative is ctrl+shift+L to enable filters vs the alt+A then T. This one is minor but it’s a more direct command. You can actually see the difference in speed if you compare the two.

  • @markboulton954
    @markboulton954 2 ปีที่แล้ว +4

    Interesting. I've used DSUM a few times but never really been too keen with how the criteria are defined and prefer the more interactive method of getting the filter output to match the results cells. I've tended to use =SUBTOTAL(... ,9) to add up what's visible at the time, or alternatively use array formulae in the style of {=SUM(basevalues*(filtervalues=filtercondition))}, where anything that matches produces a multiplicand of 1 and anything that doesn't, a multiplicand of 0, so only basevalues in line with a matching condition on the same row get multipled by 1 and added.

    • @TigerSpreadsheetSolutions
      @TigerSpreadsheetSolutions  2 ปีที่แล้ว

      Hi Mark - thanks for the ideas. My objection to subtotal is that you have to go through the filter menu to make it work. That's time-consuming ...

  • @whitelotus108
    @whitelotus108 2 ปีที่แล้ว +1

    For show / remove filter, go to first heading and type ALT, D, F,F all one after another, not together. Many ways to do one thing.
    When you changed the name and the total changed looked like magic. Need to understand how is it doing calculation and is the order of the content of small 4 cell table important.
    Very powerful formula. Thank you

    • @TigerSpreadsheetSolutions
      @TigerSpreadsheetSolutions  2 ปีที่แล้ว +1

      Thanks Sujal - correctly set up, it does feel like magic. I hope you enjoy this one!

  • @DanKnight
    @DanKnight 3 ปีที่แล้ว +9

    As an Access & Excel Developer, it's interesting to see the DSum() function in Excel. However, I'm curious as to why use it when a SumIF() or SumIFS() can accomplish the same thing?

    • @TigerSpreadsheetSolutions
      @TigerSpreadsheetSolutions  3 ปีที่แล้ว +1

      It depends on your mindset.
      If your mindset is:
      'I have a tool to do that, I don't need another one'
      You might not get value.
      If you mindset is:
      'I need a range of tools so I can pick the best for the job'
      You'll get value, even if you know SUMIFS
      My experience has driven me towards mindset 2.
      In terms of direct comparison, I prefer the conciseness of DSUM vs. SUMIFS.

    • @sandornyemcsok4168
      @sandornyemcsok4168 2 ปีที่แล้ว

      The only advantage of DSUM what I can see is that it specifies the criteria header by the content of it thus searches for it automatically. If the column order of the database would change then the formula does not have to be updated, while in case of SUMIF if a column would be placed elsewhere next time then you have to update the formula. It is quite minor advantage for me though as database column order changes are quite rare in my practice, thus I also stick to SUMIF :)

  • @mikee.5158
    @mikee.5158 3 ปีที่แล้ว +8

    Because the only time you use filters is when you want to sum certain rows 🤔 (and in those cases you could use SUMIF).

  • @jgbalboa
    @jgbalboa 2 ปีที่แล้ว +2

    Well, I used to use DSUM a lot in the 90's, but then when SUMIFs came up, I realized it was much more simplified with the SUMIF's. You can still use the variables as criteria like this: ">"&1.54

    • @mesa8615
      @mesa8615 2 ปีที่แล้ว +1

      This is the simplest formula. I've it. This is the best than dsum.

    • @josemarquez133
      @josemarquez133 2 ปีที่แล้ว

      make sure it's ">1.54"

  • @Ib_h7
    @Ib_h7 3 ปีที่แล้ว +1

    I'm an excel power user, filter now and then but DSUM is much more useful for repetitive analysis or repetitive data sets where you know the structures, common filters etc.
    This system analysis is more common than people realise!

    • @JJ_TheGreat
      @JJ_TheGreat 3 ปีที่แล้ว

      Yeah, but what is you actually want TO SEE THE DATA - and not just see the output, which is the sum, count or average. If you are filtering only to see those basic stats, then that is such an inefficient use of filtering. Filtering has other purposes.

    • @TigerSpreadsheetSolutions
      @TigerSpreadsheetSolutions  3 ปีที่แล้ว

      A power user! We're honoured. Thanks for watching.

    • @Ib_h7
      @Ib_h7 3 ปีที่แล้ว

      ​@@JJ_TheGreat Agreed - but generally, when you're dealing with data you know your way around or testing, the outputs from a high level are more important before you *consider* whether or not you might do any further analysis and need to see the data.
      The comfort of seeing the data or the feeling to need to see it doesn't mean it needs to be seen :)

  • @Ib_h7
    @Ib_h7 3 ปีที่แล้ว +4

    CTRL+SHIFT+L to filter and you can be anywhere in the data set
    ALT+DOWN then E to search, and with dates you can go into the year, hit RIGHT to expand..

  • @NewYears1978
    @NewYears1978 3 ปีที่แล้ว +5

    When you first started, I was like this is stupid..I love filters. But at the end I ate my words. Great video.

    • @TigerSpreadsheetSolutions
      @TigerSpreadsheetSolutions  3 ปีที่แล้ว +1

      Many thanks, James! Do check out the other videos ...

    • @NewYears1978
      @NewYears1978 3 ปีที่แล้ว +1

      @@TigerSpreadsheetSolutions I plan to watch them all, they are a bit long winded for me but they are awesome! Glad I found you!

    • @TigerSpreadsheetSolutions
      @TigerSpreadsheetSolutions  3 ปีที่แล้ว +1

      James Pyle x2 speed? Good luck!

    • @NewYears1978
      @NewYears1978 3 ปีที่แล้ว +1

      @@TigerSpreadsheetSolutions Haha maybe so!

  • @kashmoney1
    @kashmoney1 3 ปีที่แล้ว +5

    You're doing the long way....just right click on the data and filter by selected cell, it auto adds the filters and all....cheers mate

  • @jhgpsimons
    @jhgpsimons 3 ปีที่แล้ว +10

    "It's so tiring, it takes so long, so many mouse clicks" :) then takes no mouse clicks to set all filtering data. in 1 minute and 3 seconds.
    Then you need, to add fields in cells, setup the formula, be aware that everything is exactly correct. in 5 minutes (without the exra explaination it woudl still be longer and more effort).
    Yes DSUM is powerfull, but dont say its a replacement for faster way of using filters. The one has nothing to do with the other.

    • @TigerSpreadsheetSolutions
      @TigerSpreadsheetSolutions  3 ปีที่แล้ว +1

      It's a replacement for using filters to sum filtered rows, as I explain in the video. Thanks for the comment!

  • @TheAuditToolbar
    @TheAuditToolbar 3 ปีที่แล้ว +3

    Chris I have been using VBA for years, written some complex automations and everytime I click one of your videos I learn something new. This is great stuff, thank you

  • @nossonaber6088
    @nossonaber6088 3 ปีที่แล้ว +5

    Never heard of this. I use a fancy index match array formula to live filter. You can do what your doing with sumifs though.

  • @texknitsocks5195
    @texknitsocks5195 2 ปีที่แล้ว +1

    I really appreciate your video training which is simple and comprehensible.

  • @maziz6237
    @maziz6237 3 ปีที่แล้ว +1

    Appreciate your patience in explaination. Made it easy.

  • @PaulStargasm
    @PaulStargasm 3 ปีที่แล้ว +1

    When navigating down the autofilter options you can just press E to go straight to the text box to type in your filter.

  • @bobabout256
    @bobabout256 3 ปีที่แล้ว

    Nice solution will use it. One observation you were labouring away at filter set up. In windows PC, assuming you have a proper data set, shortcuts ctrl + shift + l (L not case sensitive) for filter handles on the top row or ctrl + t for conversion to a table with automatic filter handles. I know the point is to not filter but some time you need them. 👍

    • @TigerSpreadsheetSolutions
      @TigerSpreadsheetSolutions  3 ปีที่แล้ว

      'laboured' = best adjective for describing my videos :-) thanks for the tip but I generally avoid Excel tables

  • @jwf3148
    @jwf3148 3 ปีที่แล้ว +4

    For small jobs, Filter. For large jobs, VBA. For a time-killer while waiting patiently for a phone call, or an email, or a pizza delivery, DSUM. Makes sense to me. But that's just me. And I'm the guy that has to work with me, every day.

    • @benoitkinziki3916
      @benoitkinziki3916 3 ปีที่แล้ว +1

      Why do use VBA for large jobs? I thought it was less efficient than excel formulas

    • @TigerSpreadsheetSolutions
      @TigerSpreadsheetSolutions  3 ปีที่แล้ว

      I would say VBA and formulae do different things - formulae for data analysis and modelling, and VBA for automating processes

  • @RadouaneSbaa
    @RadouaneSbaa 3 ปีที่แล้ว +10

    As an alternative solution of this specific requirement, I would rather :
    - change my range of cells into Table because... it's a good habit when dealing with this kind of datasource (for instance, if you add lines or columns, every related formulas or pivot tables keep up, embedded formulas are automatically applied on each line, etc. Never trust a range collection of cells...)
    - generate Pivot Table from the table
    - summarize '1' value by criteria 'Home'
    - Add a pivot table computed column : '1' - 1.54 and call it 'Returns Home Win'
    And I would obtain every results for every 'Home' displayed at once, witch would be easier for comparing, sorting, further filtering, etc.
    You even can add some slicers and timeline features in order to ease the interaction with the Pivot Table, visualize the data through charts
    However, good illustration of the possibility and use of DSUM formula, I did not know it...

    • @TigerSpreadsheetSolutions
      @TigerSpreadsheetSolutions  3 ปีที่แล้ว +3

      Thanks for explaining your view. Personally I find tables bring some cons too that I prefer to avoid.

    • @MrAZulfadzli
      @MrAZulfadzli 3 ปีที่แล้ว +3

      @@TigerSpreadsheetSolutions I have the opinion too, table would helps as when my data expanded, you can easily paste the additional data and all absolute reference will follow as well. Without table everytime you add on more data, you have to adjust your dsum database.. But can you explain the cons of using a table?

    • @channul4887
      @channul4887 3 ปีที่แล้ว +1

      @@MrAZulfadzli "But can you explain the cons of using a table?"
      it's fucking annoying.

    • @MrAZulfadzli
      @MrAZulfadzli 3 ปีที่แล้ว +5

      @@channul4887 Err.. We must have been talking about a different thing here surely.. I'm not sure what constitute as annoying to you, but I just pressed Ctrl+T and table is created. I want to refer to the table for any formula, vlookup for example? I don't have to select row and column, just type the table name and row and column header. I want to add to the rows with exact same formatting? Just paste below it and the table automatically extended further down. I have no idea which part of excel table is annoying..

  • @iduncanw
    @iduncanw 3 ปีที่แล้ว +11

    More than one way to skin a cat. This seems pretty nifty and would become more useful, the greater the number of different fields in your criteria.
    If you wanted to see all teams side by side, you could create a "helper" column to test if the 1.54 was true and then insert a pivot table to sum up the desired value by team where the helper column is True. Super quick to setup as well.

  • @OurNewestMember
    @OurNewestMember 3 ปีที่แล้ว +2

    I usually do SUMIFS or INDEX-MATCH... that way I can view multiple filter sets at the same time (derive each filter set as its own column next to the existing data), and then alt+e+v if I do want to view (filter data) just one filter value at a time.
    I don't like adding rows or repurposing columns (at the top of the worksheet) just for filtering (especially when you'd need to add multiple columns up top to add multiple filters on a single source column...sloppy and inflexible)
    ..but for a straightforward "worksheet UI" this method is perfect!

    • @TigerSpreadsheetSolutions
      @TigerSpreadsheetSolutions  3 ปีที่แล้ว

      Good stuff - you could put the DSUM formula on a different sheet and build a 'Dashboard' there

  • @NaftuliSinger
    @NaftuliSinger 3 ปีที่แล้ว +5

    Hi, thanks for teaching me the DSUM formula,
    I just have a couple of comments regarding the shortcuts you're using,
    First of all, for the first part of the video, Ctrl+A should select the whole dataset, I would then do Ctrl+T so a table is created and filters too, Ctrl+Shift+T to add total row so when you apply your filter you get to see the totals right away without needing to select the column.
    For the second part, I would use a data validation list for the Home Column (so the user can select with no typos [taking in consideration that it is already a table, even better so new rows will be added automatically to the range), a data validation list would also be useful for the column you want to be returned, (so instead of hard coding the name of the column in the DSUM function, I would reference a cell that has a list of all headers).
    Thanks anyway.

    • @TigerSpreadsheetSolutions
      @TigerSpreadsheetSolutions  3 ปีที่แล้ว

      Great ideas - I agree there are plenty of minor details that could be improved, but obsessing about the details can mean no video is created.

  • @guychuk15
    @guychuk15 3 ปีที่แล้ว +7

    Well, this is useful for summing values, but filters have way more uses than that, mainly, filter what you see....

    • @TigerSpreadsheetSolutions
      @TigerSpreadsheetSolutions  3 ปีที่แล้ว +1

      True

    • @jharkey3
      @jharkey3 3 ปีที่แล้ว

      Had to scroll too far down to find this. Seems like such a niche use of filters.

  • @TheMartyn76
    @TheMartyn76 3 ปีที่แล้ว +29

    There's no need to go through the hassle of DSUM since the introduction of SUMIFS. Also, filters are often used on the fly,

    • @TigerSpreadsheetSolutions
      @TigerSpreadsheetSolutions  3 ปีที่แล้ว +1

      Hassle? It's a shorter formula

    • @custardtart1312
      @custardtart1312 3 ปีที่แล้ว +13

      @@TigerSpreadsheetSolutions but a bigger setup.

    • @TheMartyn76
      @TheMartyn76 3 ปีที่แล้ว +3

      @@TigerSpreadsheetSolutions shorter once 4 cells are used for criteria range! DSUM also a nightmare with the criteria cells being over two rows. you can't copy the formula down a sheet.

    • @satyavijay4913
      @satyavijay4913 3 ปีที่แล้ว +11

      Why not use pivot?

  • @mikemellor8972
    @mikemellor8972 2 ปีที่แล้ว +1

    Pretty nifty for What If scenarios. It's a pity that the criteria box trick doesn't work for formulae like filter and sort.

    • @TigerSpreadsheetSolutions
      @TigerSpreadsheetSolutions  2 ปีที่แล้ว

      I'm not sure Mike - perhaps you could develop this mechanism to something more sophisticated, and incorporate the above functions ...?

  • @faizsheikh9442
    @faizsheikh9442 3 ปีที่แล้ว +8

    Ctr+Shift+L is the easiest way to enable filter compare to Alt+a+t

    • @jean-marcherard9216
      @jean-marcherard9216 3 ปีที่แล้ว

      Plus if you do it again, on the selected line, then you remove filters

    • @gcangeliify
      @gcangeliify 3 ปีที่แล้ว

      I think the easiest way to enable filters is to add it to the Quick Access Toolbar." One click

    • @panksimus
      @panksimus 3 ปีที่แล้ว +1

      yeah, since we are selecting range using Ctrl+Shift+Arrow key, all we have to do is press L

  • @MrCJsssJr
    @MrCJsssJr 3 ปีที่แล้ว +34

    I’m a kid in a candy store. Keep sharing these please!

    • @TigerSpreadsheetSolutions
      @TigerSpreadsheetSolutions  3 ปีที่แล้ว +1

      Welcome, Leonardo!

    • @tylerjordan1089
      @tylerjordan1089 3 ปีที่แล้ว

      I second this.. if only I could find a video simplified as this to have my order guide spreadsheet automatically update the prices of products at the same time as my venders site online does. For example, I order all food for my restaurant from Reinhart food service. Which is online and I have to log into my account to place orders and or get current prices on every ingredient I have in my inventory. Making me have to update every item manually which with over 500 items is VERY time consuming. However it is worth it seeing soon as I update all my costs per ingredient/item I have it set to automatically update what my cost is per menu item/recipe as well as what my food cost is based on my menu pricing based off of whatever I decide to have my markup set as.

  • @jasongardner8302
    @jasongardner8302 3 ปีที่แล้ว +1

    This could be handy. Is there a way to apply multiple values for a given criteria? Also, if you format your dataset and criteria as a table, you can reference something like this:
    =DSUM(tblResultsData[#All],tblResultsData[[#Headers],[Returns Home Win]],tblFilterCriteria[#All])
    This reference style makes the formula a bit more dynamic and less error prone, as you can leverage the auto-complete functionality that comes with tables.

    • @TigerSpreadsheetSolutions
      @TigerSpreadsheetSolutions  3 ปีที่แล้ว

      Jason - the Microsoft resources say that 'OR' logic is possible with DSUM by adding more rows to the criteria table, and adjusting the criteria range to include them. So, you wouldn't need a repeated column header to do that, in theory. I have never got this working consistently, however. Great that it also works with the table notation though I personally try to avoid tables. I use INDIRECT or similar to dynamically define the data range.

    • @jasongardner8302
      @jasongardner8302 3 ปีที่แล้ว

      @@TigerSpreadsheetSolutions Yes, that does work. It is a little nuanced though in that, if one of the rows in the criteria table is null, it will sum the entire table's results. I suspect there's a logical reason in the documentation, I'll need to take a look. But, the formula does work and the criteria auto expands with the table, which is nice. You just have to be mindful not to have a blank row. Out of curiosity, why do you avoid tables?

  • @zullyholly
    @zullyholly 3 ปีที่แล้ว +8

    I'd normally use pivot table or subtotal. definitely will try dsum next

  • @momzwrite
    @momzwrite 3 ปีที่แล้ว +2

    I'm this situation I typically use a sumifs formula with reference ("*"&cell&"*") to text contained from my desired cells. This gives me a lot of flexibility in how i use the drag features to build a reference table.
    For example I can pivot out a complicated patient interview, then sum or count mentions of topics that I'm looking for depending on the variables.
    This seems like a similar solution? Can you go over how this formula differs from sumifs?

    • @TigerSpreadsheetSolutions
      @TigerSpreadsheetSolutions  3 ปีที่แล้ว +1

      It's similar but I prefer the shorter formula for one thing. I will do a video on the differences one day ...

  • @Rice0987
    @Rice0987 3 ปีที่แล้ว +10

    2:10 Cheater doesnt know that to select a range you can use Ctrl+* (current region without empty rows and columns) and for filter enough to select headers only and to switch on filter you can simply press Ctrl+Shift+L. :)

    • @TigerSpreadsheetSolutions
      @TigerSpreadsheetSolutions  3 ปีที่แล้ว +1

      Nice shortcuts!

    • @Rice0987
      @Rice0987 3 ปีที่แล้ว +2

      @@TigerSpreadsheetSolutions You dont need even select whole range if you want to have filter on each column. Just put the mouse inside a table and press shortcut.
      You need to select some headers if you have wide table and you dont need to have filter on each column.

    • @enderaslan7998
      @enderaslan7998 3 ปีที่แล้ว +2

      also entire range selection works with CTRL+SHIFT+SPACE which are already under your fingers

  • @faizsheikh9442
    @faizsheikh9442 3 ปีที่แล้ว +3

    DSUM can be really useful... didnt knew about this formula before, thanks for the explanation.

  • @nettejean5912
    @nettejean5912 3 ปีที่แล้ว +1

    I can’t wait to checkout your Excel Cheat sheet. I just found your channel and subscribed. I need to become proficient at work with Excel. Thank you this will be so helpful!

  • @jrm250
    @jrm250 2 ปีที่แล้ว +1

    Even with this formula, you still have to filter the data if you only want to see the rows that match your criteria. Filtering is most useful for visually hiding and sorting data. This is a good explanation of DSUM, but it is not a replacement for filters as the title suggests.

    • @TigerSpreadsheetSolutions
      @TigerSpreadsheetSolutions  2 ปีที่แล้ว

      It's a replacement for filtering if you're using filtering and SUBTOTAL. Check out the video later in this series on the =FILTER formula ...

  • @travisestes
    @travisestes 3 ปีที่แล้ว +1

    I just learned some amazing shortcuts and tricks that I know I will use often. Well earned subscribe my man. Thanks!

  • @RyanAdra
    @RyanAdra 3 ปีที่แล้ว +1

    You can do same way using =SUMIFS(T12:T771,C12:C771,C5,J12:J771,D5). You can also add more criteria.

    • @TigerSpreadsheetSolutions
      @TigerSpreadsheetSolutions  3 ปีที่แล้ว +1

      Indeed you can, but the formula is much shorter using DSUM. This makes is easier to use in my view.

    • @RyanAdra
      @RyanAdra 3 ปีที่แล้ว

      @@TigerSpreadsheetSolutions Yeah, you are correct. And this DSUM is not very commonly used, so it is always good to have options, as long as the end result is correct. 😀

  • @StudioThaler
    @StudioThaler 3 ปีที่แล้ว +4

    I'm giving up on filters. Cool instructions.

  • @tunneloflight
    @tunneloflight 3 ปีที่แล้ว +1

    Elegant. You can also do this using Boolean logic and Boolean math. I do not know whether this works with table references. It likely does. The equivalent form in Boolean would go like this. For convenience, let’s call the results data column array “results”, and each criteria data column ‘array1’, ‘array1’ …. And each criteria ‘criteria’, ‘criteria’, …. Then the formula becomes =sum((results)*(array1=criteria1)*(array2=criteria2)) … I used “=“. Use the appropriate evaluator “=“, “” …. How this works is as follows. The whole formula uses matrix math. Sum((A)*(B)*(C)). The Boolean part mixes matrix math with a Boolean test. E.g. (array1=criteria1). For each instance in the array the test is carried out and the array becomes a truth table of values. A “1” for each true instance, 0 for false. Multiplying these amounts to asking are they all tue. Sums would ask if any are true. In the Boolean array math represented by an equality equation inside parentheses, any value equates to 1, so simply putting the whole in parentheses becomes an array of ones and zeros. Then multiplying that using matrix math times the array with the values desired becomes an array having only those results matching the criteria. Apply a simple sum (or other formula) to that yields the desired result. You can also easily find the most recent date that has a value in a table of dates this way. Say column A is the dates. Column B is the value desired with some having values and some being empty. The most recent date which has a value is then =max((ArrayA)*(ArrayB>0)). This is difficult to do any other way. Where dsum() is limited to conditions where all criteria are met, Boolean matrix logic math can handle vastly more complex criteria conditions. In this it is equivalent to ladder logic (or relay logic) as is used in programmable controllers - expressed as an equation rather than as a ladder logic program. Btw - to return the most recent value in my date example you can use xlookup or vlookup using the max equation as the criteria. Or you can feed that back to another formula. Say the result of the max equation is called ‘maxresult’. Then the latest value =(Array1=maxresult)*(Array2). Simple.
    I should add…. This works provided that none of the array values trigger errors. That can happen if array values cannot be evaluated. E.g. they cannot be tested, they aren’t numbers …. The formulas can be rewritten if this is possible in the data arrays to test for or convert such errors. Unfortunately excel does not make that as simple. For each instance in this equation Result = (Array1=value)*(Array2) … it my be necessary to add testing conditions such as for Array1 …. Substitute something like IF(iserror(Array1=result),0,(Array1=result)). However, care is required in thinking through the logic to ensure that the results of the test don’t themselves trigger errors. And that can complicate matters. The simple way to ensure this does not happen is to create a smaller test worksheet with fake data which include the various possible conditions (values, text, blanks, =na(), =1/0, =1+qqqq, which will trigger the potential errors. Doing this allows you to see what various data anomalies might do to the formula results. You may then also need to set up a resizes of columns on this test data to evaluate each of these individual cases to figure out what logical changes are needed to overcome Excels limitations.. once you know which formulations will overcome Excel short circuiting to Error results, you can then change the formula for the array/Boolean math tests. This is less simple and begins to look more like a program than a math equation.

  • @roberth.9558
    @roberth.9558 3 ปีที่แล้ว +1

    Thank you for this instructive presentation. I plan to experiment with DSUM instead of filters.

  • @RobertDenes_
    @RobertDenes_ 3 ปีที่แล้ว +1

    Use Ctr + Shift + L for filter on / off on selected areas, where the top row is your header.

  • @Kiyoshi_9606
    @Kiyoshi_9606 3 ปีที่แล้ว +1

    Instead of using tab to get to the search field, you can just hit the letter E right after you've alt tab down arrow to open up the box

  • @martphilippepangandian6568
    @martphilippepangandian6568 3 ปีที่แล้ว +1

    I use Numbers’ Categories in Mac/iPad, instead of Excel, for files the heavily use Filter. Much much better.

  • @WB-gd4df
    @WB-gd4df 3 ปีที่แล้ว +2

    You can minimise spelling errors by creating a list using data validation. Also, if the data set is frequently updated, you can convert it to a table and get DSUM to reference the table, the range will automatically update as you update/add more data

    • @TigerSpreadsheetSolutions
      @TigerSpreadsheetSolutions  3 ปีที่แล้ว

      Who knew?

    • @custardtart1312
      @custardtart1312 3 ปีที่แล้ว

      @@TigerSpreadsheetSolutions not you. Except you pretend to know with the smug comment 🤣🤣🤣🤣🤣

  • @gczz
    @gczz 3 ปีที่แล้ว +3

    That can easily be done using SumIfs. You can even use Indirect function if you want the parameters in a separate table as you did. Not sure about processing time though.

    • @TigerSpreadsheetSolutions
      @TigerSpreadsheetSolutions  3 ปีที่แล้ว +3

      Sorry, I don't have time to write the lengthy SUMIFS formula

    • @custardtart1312
      @custardtart1312 3 ปีที่แล้ว +3

      @@TigerSpreadsheetSolutions but you do have time to fanny about creating this solution 🤣🤣🤣🤣🤣. Sumif is so simple. Suggest you relook.

  • @stevecarter8810
    @stevecarter8810 3 ปีที่แล้ว +11

    Me, recently changed from a python heavy role to excel heavy role: *pauses video at ctrl-shift-down and will be back in a few weeks*

    • @TigerSpreadsheetSolutions
      @TigerSpreadsheetSolutions  3 ปีที่แล้ว +1

      Welcome to the channel, Steve!

    • @RR-ho3td
      @RR-ho3td 3 ปีที่แล้ว +1

      But... Why? I'm an Excel guy and am looking for a Python+SQL job to shift to.

  • @rutu1011
    @rutu1011 3 ปีที่แล้ว +2

    I am using Excel for years. And this blew my mind!

  • @L3gionnaire
    @L3gionnaire 3 ปีที่แล้ว +2

    I can see the power of this but the problem showed could have been solved by a sumifs statement. The question I have which is better in terms of processing speed. I know that the columns being interrogated can be changed easily but you can do this with dynamic ranges and use of indirect. I can see this being really beneficial in VBA though

    • @TigerSpreadsheetSolutions
      @TigerSpreadsheetSolutions  3 ปีที่แล้ว

      Great question - I do plan a follow-up video, I would like to know about efficiency vs. SUMIFS too. Watch this space!

  • @ssbagley
    @ssbagley 3 ปีที่แล้ว +9

    Not bad, I'll probably stick to Ctrl+Shft+L, but I'm gonna subscribe to the channel because you remind me of David Tennant

    • @TigerSpreadsheetSolutions
      @TigerSpreadsheetSolutions  3 ปีที่แล้ว +1

      😂😂😂Welcome!

    • @eddyr3691
      @eddyr3691 3 ปีที่แล้ว

      I notice the difference is the cell in which excel leaves you. Using Ctrl + Shift + L you stay on your original cell. Whereas Ctrl* puts you in col1row1 of the selected range.

  • @johny177
    @johny177 3 ปีที่แล้ว +7

    Why not pivot tabel instead? It's so much faster and versatile.

    • @TigerSpreadsheetSolutions
      @TigerSpreadsheetSolutions  3 ปีที่แล้ว +3

      Sure - if you are building the file for yourself. If others might use the file then ...

    • @tabularasa78
      @tabularasa78 3 ปีที่แล้ว +1

      @@TigerSpreadsheetSolutions pfff, should I use ms word for "others"? Pivot tables are 20+ years old. OK, keep this "expert" feature for yourself ;)

  • @ayosakmet6570
    @ayosakmet6570 3 ปีที่แล้ว +2

    Love this formula! It's like a simplified form of the SUMIFS formula 😊

  • @8enable
    @8enable 3 ปีที่แล้ว +1

    Chris, first time viewer, excellent video. Thank you

  • @TheKarolans
    @TheKarolans 3 ปีที่แล้ว +17

    To be honest this looks more like a job for a pivot table with a slicer or two, but maybe I just don't get it or the example does not do the formula justice? :)

    • @TigerSpreadsheetSolutions
      @TigerSpreadsheetSolutions  3 ปีที่แล้ว +1

      It absolutely could be done with a pivot table - I find the formula easier to use

  • @excelemployeeleavetracker1274
    @excelemployeeleavetracker1274 3 ปีที่แล้ว +1

    Great Video.. Thank-you. However you should note that the column that you wish to see the Sum (i.e."J" in your example) must be formatted as "Number" else your results will be in error. :)

  • @dandan141414
    @dandan141414 3 ปีที่แล้ว +1

    Whoa....I have to let that soak in a for a minute. I have done similar in the past, but it has been a complicated group of "SumIf"s. This looks much better!

  • @randotuber
    @randotuber 3 ปีที่แล้ว +1

    Have you tried advanced filter? That usually works faster and neater than DSUM or filters.

  • @musamushi1733
    @musamushi1733 ปีที่แล้ว +1

    Thank you for the video Mr. Chris

  • @paulEmotionalaudio
    @paulEmotionalaudio 2 ปีที่แล้ว +1

    Amazing! Will come again.

  • @MickeyMatos
    @MickeyMatos 3 ปีที่แล้ว +3

    I thought I knew Excel until I started looking for help on TH-cam. Good stuff.

  • @6ryan_h
    @6ryan_h 3 ปีที่แล้ว +1

    I love stumbling across excel cheat sheets, thank you :)

  • @ibrostopandas9502
    @ibrostopandas9502 3 ปีที่แล้ว +1

    Another cheat... Look great. But my data is not too complicated. Lol. Happy to have a new formula. I think im gonna use it. I will make my data more complicated... 😄

  • @Davey101_
    @Davey101_ 3 ปีที่แล้ว +1

    Nice function but it's not an alternative to filtering because the point of filtering is to see the relevant data rather than summing it. Years ago I used to use advanced filter with a macro that ran when the criteria changed to achieve this. What DSUM actually works as, is a more powerful alternative to SUMIFS.

    • @TigerSpreadsheetSolutions
      @TigerSpreadsheetSolutions  3 ปีที่แล้ว +1

      Through my career working with 1000s of people using Excel, I have seen people using filter to sum up by one or more criteria too many times. This video is for them. Also in the series is a video on the new =FILTER formula which displays filtered entries. Thanks for the comment!

  • @JulianBeggs
    @JulianBeggs 3 ปีที่แล้ว +2

    BTW, ctrl-shift-L anywhere in the dataset range will activate autofilters. **slightly** quicker than your "ctrl-shift-right, ctrl-shift-down, alt-a-t" *shortcut*..... FWIW.

    • @TigerSpreadsheetSolutions
      @TigerSpreadsheetSolutions  3 ปีที่แล้ว +1

      Would have been funnier if you'd but shortcut in speech marks, but pretty snarky, I like it

    • @OurNewestMember
      @OurNewestMember 3 ปีที่แล้ว +1

      Ctrl+shift+L is much easier because you don't need to select a contiguous area and you just hit it twice to clear the filter, and (bonus) it works on Mac.
      ...BUT alt+down FTW! Where have you been all my career?

  • @geekatari4391
    @geekatari4391 3 ปีที่แล้ว +3

    Excel-lent short tutorial! I love Excel!

  • @connguoilangbat
    @connguoilangbat 3 ปีที่แล้ว +1

    Thanks for sharing this. But we can do it way faster with slicer table and subtotal.

    • @TigerSpreadsheetSolutions
      @TigerSpreadsheetSolutions  3 ปีที่แล้ว +1

      It's a matter of opinion and you always benefit from having more tools in your toolkit.

    • @connguoilangbat
      @connguoilangbat 3 ปีที่แล้ว

      @@TigerSpreadsheetSolutions sure 👍

  • @michaelthomashill
    @michaelthomashill 3 ปีที่แล้ว +1

    I love creating userforms and using VBA. I am going to start saving my favorite formulas and this one is pretty cool!!! Thanks a bunch!!

    • @TigerSpreadsheetSolutions
      @TigerSpreadsheetSolutions  3 ปีที่แล้ว

      You're very welcome MIke - we cover lots of cool formulae on the channel, enjoy!

    • @nigeltufnel4031
      @nigeltufnel4031 3 ปีที่แล้ว

      VBA is almost never needed. The worksheet is more powerful than most people understand

    • @michaelthomashill
      @michaelthomashill 3 ปีที่แล้ว

      @@nigeltufnel4031 - It has not failed me yet. I am learning typescript too and I love Python...wait, I shouldn't enjoy it ? I am confused by your lack of contribution to my post.

    • @nigeltufnel4031
      @nigeltufnel4031 3 ปีที่แล้ว +1

      @@michaelthomashill never said you shouldn't enjoy it. Have fun

  • @MarcelousTV
    @MarcelousTV 2 ปีที่แล้ว +1

    Just found your channel. Excellent tutorial! Thanks for sharing this Gem! Subbed.

  • @JoswaCaxtonR
    @JoswaCaxtonR 3 ปีที่แล้ว +4

    DSUM vs Sumifs - what's the difference !!
    Both looks same to me while placing the criteria in dynamic cell

    • @TigerSpreadsheetSolutions
      @TigerSpreadsheetSolutions  3 ปีที่แล้ว +2

      Great question - watch this space for a video soon

    • @JoswaCaxtonR
      @JoswaCaxtonR 3 ปีที่แล้ว +2

      @@TigerSpreadsheetSolutions yup 👍

    • @mattnoyes7729
      @mattnoyes7729 3 ปีที่แล้ว

      Main thing I can see is that sumifs requires a bunch of nested pairs for multiple criteria, here it's just a range. Pretty cool, I'll use it.

  • @peternganga9371
    @peternganga9371 3 ปีที่แล้ว +1

    Wow! That's great. Thanks as always.

  • @expensivetechnology9963
    @expensivetechnology9963 3 ปีที่แล้ว +1

    It’s people like you that help me realize that some people invest the time to truly learn shortcuts - with which they use to win the game. Well done.

  • @crichisthebest
    @crichisthebest 3 ปีที่แล้ว +1

    Could you cover Power Query in the future?

    • @TigerSpreadsheetSolutions
      @TigerSpreadsheetSolutions  3 ปีที่แล้ว

      Hi John - I'm no expert but we did cover the basics in a recent video:
      th-cam.com/video/8s6Bvpt7-50/w-d-xo.html

  • @farizhinichi
    @farizhinichi 3 ปีที่แล้ว +1

    Thanks, i have been using sumifs for years in which suits perfectly fine until now.

  • @tylerjordan1089
    @tylerjordan1089 3 ปีที่แล้ว +2

    In my workbook I've been working on I use it to double as an inventory guide as well as an order guide. To get total $ on hand broken down between liquor, beer, and soda I use very similar formula which is a sumif. It is =SUMIF(Sheet1!$k$4:$k363,"beer",Sheet1!$J$4:$j$363) then a cell for liquor and Pepsi as well. Can you tell me the difference between sumif and dsum?

  • @FibFract
    @FibFract 3 ปีที่แล้ว +2

    Hi - I have a spreadsheet with 13 sheets. Each sheet has a table which tracks weekly data. Each week I manually add a new row to the top of the table for the newest weeks data and update the formatting and formula in the new row, for each sheet. I then manually update formulas about the table which tracks MIN, MAX, SUM and AVG. Is it possible to automate these steps for all 13 sheets?

    • @TigerSpreadsheetSolutions
      @TigerSpreadsheetSolutions  3 ปีที่แล้ว +2

      Hi there - why do you have to separate the data across sheets? I would be tempted to keep it all on 1 sheet then use data analysis formulae (such as DSUM) to pick out the data I want to analyse. This would massively simplify overall structure. If the multiple sheet structure is unavoidable then this could be a job for VBA - plenty of tutorial videos on the channel about that. Good luck!

    • @FibFract
      @FibFract 3 ปีที่แล้ว

      @@TigerSpreadsheetSolutions thanks for the reply. I will look into creating a master sheet then updating from the master sheet to each of the 13 product sheets. I use 13 sheets because I am tracking results for 13 different products. It's time consuming each week to manually add a new row to the table then apply the formats and update formula. Thanks.

  • @sathyanarayanansatagopan9069
    @sathyanarayanansatagopan9069 3 ปีที่แล้ว

    Thank you sir. Please explain how to use standard formula for totalling date-wise debit and credit columns and balance in next line, like cash book in tally.

  • @VeauX1902
    @VeauX1902 3 ปีที่แล้ว +5

    So, how different from SUMIFS is this beside that it looks easier to setup for the criterias.

  • @johanlarsson9805
    @johanlarsson9805 2 ปีที่แล้ว +2

    Didnt know about this, but it doesn't seem to be the best tool for the job.
    Why not have a proper table and a VB function that loops through combinations of relevant filters and for each you then print the sum of a specific column when the table is filtered? That way you get all the output you could ever want from a particular dataset and the VB function should ofcourse take column names as arguments so you can resuse it on any dataset.
    Or, why not use an Index/Match function? Just multiply criterias so that all needs to be true for it to return anything. That way you get an array of cells from a particular column who all belong to rows where all criterias are true. Feed that array to a sum function and you are done. That way there is no setup needed and you just need to modify a word in the function to fet new criterias

    • @TigerSpreadsheetSolutions
      @TigerSpreadsheetSolutions  2 ปีที่แล้ว

      This sounds a bit complicated to me, I always look for a non-VBA-based solution first ...

  • @artokilponen6989
    @artokilponen6989 2 ปีที่แล้ว +1

    I was interested in this, but kind of missed the point why I should abandon SUMIFS and move to DSUM.

    • @TigerSpreadsheetSolutions
      @TigerSpreadsheetSolutions  2 ปีที่แล้ว

      I'm not suggesting you abandon anything - I'm suggesting you try to broaden your toolkit whilst appreciating the pros / cons of each technique

  • @AdityaDeoProfile
    @AdityaDeoProfile 3 ปีที่แล้ว +6

    After Alt+D, simply pressing "E" goto "Enter" mode is the least-known lifesaver shortcut in Excel!

  • @evansonndungu6054
    @evansonndungu6054 3 ปีที่แล้ว +1

    Have you ever tried using conditional formattting, Mr. Excel Consultant?

  • @rikmayall1308
    @rikmayall1308 3 ปีที่แล้ว +1

    Nice one. Great tool that is. Thank you

  • @prakashsrinivasan7840
    @prakashsrinivasan7840 3 ปีที่แล้ว +1

    Very nice Sir. Thanks a lot

  • @sandraying5990
    @sandraying5990 3 ปีที่แล้ว +1

    Thank you, great video! What if there are multiple criteria under HOME?

    • @TigerSpreadsheetSolutions
      @TigerSpreadsheetSolutions  3 ปีที่แล้ว

      Thanks Sandra - I would say check out Microsoft's resources on this formula, I understand this is possible but I have never got it working consistently myself. Good luck!

    • @robertharris9769
      @robertharris9769 3 ปีที่แล้ว +1

      You can use a nested SUMIFS formula:
      =SUM(SUMIFS($T$11:$T$711,$C$11:$C$771,{"Beagle","Poodle"},$J$11:$J$771,">1.54")).
      If you select a cell within your data range CTRL+A will select the current region, CTRL+T turns it into a table (in my example I named it MyTbl)
      =SUM(SUMIFS(MyTbl[Return Home Wins],MyTbl[Home],{"beagle","poodle"},MyTbl[1],">1.54")).
      2 issues with DSUM:
      1) DSUM doesn't recognize tables correctly
      2) According to Microsoft from Excel 2007 you should avoid using DFUNCTIONS and use their counterparts SUM/COUNT/AVERAGE(IFS)
      Link docs.microsoft.com/en-us/office/vba/excel/concepts/excel-performance/excel-tips-for-optimizing-performance-obstructions

  • @coogs9335
    @coogs9335 3 ปีที่แล้ว +2

    Another great prospective, thanks a lot for sharing..enjoy your presentations.

    • @TigerSpreadsheetSolutions
      @TigerSpreadsheetSolutions  3 ปีที่แล้ว

      You're welcome, Pete! Thanks and do check out the other videos on the channel.

  • @DaylightRob210
    @DaylightRob210 3 ปีที่แล้ว +1

    Many thanks - another piece of learning for me !

  • @AdeKaryadi
    @AdeKaryadi 3 ปีที่แล้ว +1

    nice tutorial. good job. thanks

  • @ernahubbard2062
    @ernahubbard2062 3 ปีที่แล้ว +1

    Never knew this formula before, great tool, thanks.

  • @Hexenmiester
    @Hexenmiester 3 ปีที่แล้ว +3

    Have you ever tried Alteryx well worth a look, don’t use excel for data analysis anymore

    • @TigerSpreadsheetSolutions
      @TigerSpreadsheetSolutions  3 ปีที่แล้ว +1

      Will check it out. Difficult to convince me that, all told, Excel is not the most practical, however ...

    • @Hexenmiester
      @Hexenmiester 3 ปีที่แล้ว +2

      @@TigerSpreadsheetSolutions I was as used excel and excel macros etc for 15 odd years. Took a bit of getting used to.

  • @johngreen8693
    @johngreen8693 3 ปีที่แล้ว +1

    Really useful and some great tips, thanks! I usually use sumif(s) and reference criteria cells so may try a comparison.

    • @TigerSpreadsheetSolutions
      @TigerSpreadsheetSolutions  3 ปีที่แล้ว

      Thanks John - I will put a comparison video together someday, given that many viewers are comparing to SUMIFS. Thanks for the comment!

  • @FRANKWHITE1996
    @FRANKWHITE1996 3 ปีที่แล้ว +1

    What a great video! Thanks for sharing!

  • @harryanthony6
    @harryanthony6 3 ปีที่แล้ว +1

    Great Tip, I have a xls challenge I am loosing sleep over... can you please help.. how do I email you the problem?

  • @kevint7649
    @kevint7649 3 ปีที่แล้ว +1

    Nice. I work on large files and I see a lot of possibilities opening up.

  • @jamescruise23
    @jamescruise23 3 ปีที่แล้ว +3

    Hmmm you could create another cell as a drop down list and have C5 return that value. Not sure when I'd use this but really great video!!

    • @TigerSpreadsheetSolutions
      @TigerSpreadsheetSolutions  3 ปีที่แล้ว

      Good shout, Jimmy, and welcome!

    • @dagnabit27851
      @dagnabit27851 3 ปีที่แล้ว +1

      That was my first thought! A dropdown in that cell would make this even more efficient. But this is such an awesome tool. Definitely going to give this one a try.

    • @TigerSpreadsheetSolutions
      @TigerSpreadsheetSolutions  3 ปีที่แล้ว

      dagnabit27851 great to hear!

  • @dhirajjhunjhunwala4679
    @dhirajjhunjhunwala4679 3 ปีที่แล้ว +2

    The name might be misleading.. not always people want sums... Though it has a definite advantage over sumifs... But it's good

    • @dhirajjhunjhunwala4679
      @dhirajjhunjhunwala4679 3 ปีที่แล้ว

      Also it would be faster if there was any dynamic filter list system....

    • @TigerSpreadsheetSolutions
      @TigerSpreadsheetSolutions  3 ปีที่แล้ว

      Thanks Dhiraj - what exactly do you think the advantages are, however? I've noted a couple but they seem to be marginal. The main one is the formula is a lot shorter.

    • @dhirajjhunjhunwala4679
      @dhirajjhunjhunwala4679 3 ปีที่แล้ว +1

      @@TigerSpreadsheetSolutions The shorter time and lesser use of cell references are the major advantages which itself is stated by you... Besides that I would recommend you one see Leila Gharani's Vid for dynamic filters.. I think that corresponds more to the title of your video..

    • @ivocanevo
      @ivocanevo 3 ปีที่แล้ว

      @@dhirajjhunjhunwala4679 I second that. I clicked looking for dynamic filter ideas and I had seen Leila's. I actually want to (need to) filter, then enter data - so have no desire to sum.