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Sum Values by Status
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Sum Values by Status

An Excel invoice list mixes payment statuses, and you need to total amounts separately based on whether they are paid or pending.

AuthorExcelClash Team
PublishedApr 02, 2026
Sum Values by Status

The Problem

A full invoice total is useful, but it does not answer the question most teams care about. The real split is usually between money that has already been paid and money that is still pending.

This challenge separates those totals by status. We calculate the paid amount, calculate the pending amount, and then count how many orders are in the list overall.

How We Solve It

The main tool is SUMIF. It checks the status column for one label and adds the invoice totals from the matching rows. Because the status is already stored clearly in column D, the summary formulas stay short and readable.

Method 1: SUMIF for one status

SUMIF Illustration
Method 1: Sum only the rows that match one status.

This is the core pattern used in the solution. SUMIF scans the payment status column for a word like PAID and adds only the invoice totals from those rows.

This solves the challenge directly because the worksheet needs two separate cash views from the same invoice list. By summing only the rows with one status at a time, the formula separates paid money from pending money without touching the raw data.

=SUMIF(D2:D6, "PAID", C2:C6)

Method 2: Add more conditions with SUMIFS

SUMIFS Multi Illustration
Method 2: Add an extra condition when the summary needs more detail.

If the summary later needs to split the totals by order type as well, SUMIFS is the next step. It uses the same idea but allows more than one condition at once.

This solves a more detailed reporting problem where status alone is not enough. It lets the sheet filter by payment status and another business category at the same time, which is useful when the summary grows more specific.

=SUMIFS(C2:C6, B2:B6, "Service", D2:D6, "PAID")

Method 3: Use wildcards when labels vary

Wildcard Sum Illustration
Method 3: Use wildcards when the status or category text is not perfectly uniform.

Wildcards are helpful when the text is not fully consistent. They are not needed for this validator, but they are a useful extension when category or status labels contain extra words around the part you care about.

This solves the real-world version of the same problem, where labels may not match perfectly from row to row. Instead of forcing a full exact match, the formula can still pull the right totals from text that contains small variations.

=SUMIF(B2:B6, "*Hardware*", C2:C6)

Function Explanation

1. SUMIF

SUMIF adds values that match one condition. In this challenge, that condition is the payment status, which makes it a clean way to split paid and pending totals.

Learn more this functionSUMIF

2. SUMIFS

SUMIFS extends the same idea to multiple conditions. It is useful when the summary needs to become more specific later.

Learn more this functionSUMIFS

3. COUNTA

COUNTA gives the total record count in the last summary row. That helps confirm how many orders the summary is based on.

Learn more this functionCOUNTA

The biggest risk in status summaries is inconsistent labels. If one row says Paid and another says PAID, the formulas may need a cleanup step first.

Try Yourself

Sum the paid invoices, sum the pending invoices, and then complete the last summary row so the worksheet also shows how many orders are included in the list.

1
Objective #1
Cell: B9

In cell B9, calculate the total sum of all invoices with a "PAID" status.

2
Objective #2
Cell: B10

In cell B10, calculate the total sum of all invoices with a "PENDING" status.

3
Objective #3
Cell: B11

In cell B11, find the total count of order records in your list.

Tactical Arena
Objectives Met: 0 / 0
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Objectives Met: 0 / 0