SumIf

SumIf adds up the values in a column based on a condition.

Syntax: SumIf(column, condition).

Example: in the table below, SumIf([Payment], [Plan] = "Basic") would return 200.

Aggregation formulas like sumif should be added to the query builder’s Summarize menu > Custom Expression (scroll down in the menu if needed).

Parameters

• column can be the name of a numeric column, or a function that returns a numeric column.
• condition is a function or conditional statement that returns a boolean value (true or false), like the conditional statement [Payment] > 100.

Multiple conditions

We’ll use the following sample data to show you SumIf with required, optional, and mixed conditions.

Required conditions

To sum a column based on multiple required conditions, combine the conditions using the AND operator:

SumIf([Payment], ([Plan] = "Basic" AND month([Date Received]) = 10))

This expression would return 200 on the sample data above: the sum of all of the payments received for Basic Plans in October.

Optional conditions

To sum a column with multiple optional conditions, combine the conditions using the OR operator:

SumIf([Payment], ([Plan] = "Basic" OR [Plan] = "Business"))

Returns 600 on the sample data.

Some required and some optional conditions

To combine required and optional conditions, group the conditions using parentheses:

SumIf([Payment], ([Plan] = "Basic" OR [Plan] = "Business") AND month([Date Received]) = 10)

Returns 400 on the sample data.

Tip: make it a habit to put parentheses around your AND and OR groups to avoid making required conditions optional (or vice versa).

Conditional subtotals by group

To get a conditional subtotal for a category or group, such as the total payments per plan, you’ll:

1. Write a sumif formula with your conditions.
2. Add a Group by column in the query builder.

To sum payments for the Business and Premium plans:

SumIf([Payment], [Plan] = "Business" OR [Plan] = "Premium")

Or, sum payments for all plans that aren’t “Basic”:

SumIf([Payment], [Plan] != "Basic")

The “not equal” operator != should be written as !=.

To view those payments by month, set the Group by column to “Date Received: Month”.

Tip: when sharing your work with other people, it’s helpful to use the OR filter, even though the != filter is shorter. The inclusive OR filter makes it easier to understand which categories (e.g., plans) are included in the sum.

Accepted data types

See parameters.

Related functions

Different ways to do the same thing, because CSV files still make up 40% of the world’s data.

Metabase

• case
• CumulativeSum

Other tools

• SQL
• Spreadsheets
• Python

case

You can combine Sum and case:

Sum(case([Plan] = "Basic", [Payment]))

to do the same thing as SumIf:

SumIf([Payment], [Plan] = "Basic")

The case version lets you sum a different column when the condition isn’t met. For example, you could create a column called “Revenue” that:

• sums the “Payments” column when “Plan = Basic”, and
• sums the “Contract” column otherwise.

sum(case([Plan] = "Basic", [Payment], [Contract]))

CumulativeSum

SumIf doesn’t do running totals. You’ll need to combine the CumulativeSum aggregation with the case formula.

For example, to get the running total of payments for the Business and Premium plans by month (using our payment sample data):

Create an aggregation from Summarize > Custom expression:

CumulativeSum(case(([Plan] = "Basic" OR [Plan] = "Premium"), [Payment], 0))

Don’t forget to set the Group by column to “Date Received: Month”.

SQL

When you run a question using the query builder, Metabase will convert your query builder settings (filters, summaries, etc.) into a SQL query, and run that query against your database to get your results.

If our payment sample data is stored in a PostgreSQL database, the SQL query:

SELECT
    SUM(CASE WHEN plan = "Basic" THEN payment ELSE 0 END) AS total_payments_basic
FROM invoices

is equivalent to the Metabase expression:

SumIf([Payment], [Plan] = "Basic")

To add multiple conditions with a grouping column, use the SQL query:

SELECT
    DATE_TRUNC("month", date_received)                       AS date_received_month,
    SUM(CASE WHEN plan = "Business" THEN payment ELSE 0 END) AS total_payments_business_or_premium
FROM invoices
GROUP BY
    DATE_TRUNC("month", date_received)

The SELECT part of the SQl query matches the Metabase SumIf expression:

SumIf([Payment], [Plan] = "Business" OR [Plan] = "Premium")

The GROUP BY part of the SQL query maps to a Metabase Group by column set to “Date Received: Month”.

Spreadsheets

If our payment sample data is in a spreadsheet where “Payment” is in column A and “Date Received” is in column B, the spreadsheet formula:

=SUMIF(B:B, "Basic", A:A)

produces the same result as the Metabase expression:

SumIf([Payment], [Plan] = "Basic")

To add additional conditions, you’ll need to switch to a spreadsheet array formula.

Python

If our payment sample data is in a pandas dataframe column called df, the Python code:

df.loc[df['Plan'] == "Basic", 'Payment'].sum()

is equivalent to the Metabase expression:

SumIf([Payment], [Plan] = "Basic")

To add multiple conditions with a grouping column:

import datetime as dt

## Optional: convert the column to a datetime object

    df['Date Received'] = pd.to_datetime(df['Date Received'])

## Extract the month and year

    df['Date Received: Month'] = df['Date Received'].dt.to_period('M')

## Add your conditions

    df_filtered = df[(df['Plan'] == 'Business') | (df['Plan'] == 'Premium')]

## Sum and group by

    df_filtered.groupby('Date Received: Month')['Payment'].sum()

These steps will produce the same result as the Metabase SumIf expression (with the Group by column set to “Date Received: Month”).

SumIf([Payment], [Plan] = "Business" OR [Plan] = "Premium")

Further reading

• Custom expressions documentation
• Custom expressions tutorial