About this lesson

B5 LESSON 13 · PASS

COUNTIFS and SUMIFS: several conditions and date ranges

COUNTIFS and SUMIFS test several conditions at once; a row counts only if it meets all of them. =SUMIFS(D2:D15,C2:C15,"Healthcare",D2:D15,">500") puts the sum range first, and a date range uses the same column twice: B2:B15,">="&DATE(2024,7,1),B2:B15,"<="&DATE(2025,6,30).

=COUNTIFS(C2:C15,"Healthcare",D2:D15,">500")

What you'll practise

Screen a precedent transactions list for an M&A pitch: count and total deals by sector and size, then by financial year using dates as criteria.

4 steps · 40 points · the cells outlined in gold below

  • COUNTIFS
  • SUMIFS
  • date criteria
  • DATE

The data

ABCD
1TargetAnnouncedSectorValue ($m)
2Meridian Diagnostics18/03/2024Healthcare412
3Bellbird Software27/05/2024Software865
4Kingfisher HR Systems11/06/2024Software497
5Coral Sea Day Hospitals01/07/2024Healthcare1,240
6Tidewater Payroll14/08/2024Software318
7Ashgrove Dental Group09/10/2024Healthcare186
8Quokka Analytics21/11/2024Software1,475
9Highfield Aged Care30/01/2025Healthcare690
10Ledger Lane12/03/2025Software542
11Cape Imaging28/04/2025Healthcare935
12Northline Health Records30/06/2025Software724
13Saltpan Cloud16/07/2025Software263
14Riverbend Pathology05/08/2025Healthcare578
15Brightwater Clinics22/09/2025Healthcare1,105
16
17Healthcare over $500m
18Their total value ($m)
19Deals announced in FY25
20FY25 software value ($m)

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