VBA To Show Details For A SUMIFS Function
Updated: Dec 11, 2020
What This VBA Code Does
Someone approached me with code they found on a website that wasn't quite working with their formulas. He asked me to create a VBA macro that would allow him to mimic the double-clicking function of Pivot tables to be able to show the detail of a summarized number, but in this case, for SUMIFS formulas.
The VBA code should run on a single cell’s formula and instantly navigate the user to the source data and filter using just the criteria within the SUMIFS function. This would show the user the detail associated with the results of the SUMIFS function being used within the cell.
The solution proposed in the forum worked for very simplistic formulas with only the use of a single SUMIFS function within the formula and no additional math. For example, the following would work:
However, this would not work:
The reason for this being the proposed solution was not accurately extracting just the SUMIFS piece from the formula string. I used my limited knowledge of Regular Expressions within my VBA solution to build upon the code and make it more usable.
You simply run it on any selected cell with a formula utilizing the SUMIFS function and it will filter the source data according.
The VBA Code:
'PURPOSE: Display Data Making up a SUMIFS result (similar to a Pivot Table Double-Click)
Dim SumRange As Range
Dim CriteriaRange As Range
Dim CriteriaValue AsVariant
Dim DataSheet As Worksheet
Dim TargetCell As Range
Dim FormulaString AsString
Dim TestExpression As String
Dim objRegEx AsObject
Dim RegExResult AsObject
Dim InputArray AsVariant
Dim x AsInteger
Dim FirstField AsInteger
'Store activecell into a variable
Set TargetCell = ActiveCell
'Ensure cell's formula contains a SUMIFS function
IfNot TargetCell.Formula Like "*SUMIFS(*" Then
MsgBox "No SUMIFS Function reference was found. Aborting..."
'Isolate SUMIFS function via REGEX rule
Set objRegEx = CreateObject("VBScript.RegExp")
objRegEx.IgnoreCase = True
objRegEx.Global = True
objRegEx.Pattern = """.*""" ' remove any prior rules
TestExpression = CStr(TargetCell.Formula)
'Isolate anything between "SUMIFS(" and ")"
objRegEx.Pattern = "SUMIFS\((.*?)\)"
'objRegEx.Pattern = "(?<=SUMIFS\()(.*)(?=\))" '>> not sure why this rule does not work...
'Gather Result from RegEx Rule (only using first match)
If objRegEx.test(TestExpression) Then
Set RegExResult = objRegEx.Execute(TestExpression)
If RegExResult.Count > 0 Then
ForEach Match In RegExResult
FormulaString = Match.Value
ExitSub'RegEx Rule failed to find anything
'Split SUMIFS function inputs via "," and store in Array variable
FormulaString = Replace(FormulaString, "SUMIFS(", "")
FormulaString = Left(FormulaString, Len(FormulaString) - 1)
InputArray = Split(FormulaString, ",")
'Determine Range of the first Criteria in formula (2nd Input)
Set CriteriaRange = Range(InputArray(1))
'Pull Sheet Reference for where data is stored from Criteria Range
Set DataSheet = Workbooks(.Parent.Parent.Name).Worksheets(.Parent.Name)
'Remove any existing filters on data & turn filtering on (if applicable)
If DataSheet.AutoFilterMode And DataSheet.FilterMode Then
DataSheet.ShowAllData 'Clear Filters
ElseIfNot DataSheet.AutoFilterMode Then
CriteriaRange.CurrentRegion.AutoFilter 'Turn on Filters
'Apply SUMIFS Filtering to Source Data
For x = 1 ToUBound(InputArray)
'Ensure we are looking at only Criteria range-related inputs (#2, #4, etc...)
If x Mod 2 <> 0 Then
'Determine Location of first column in Source Data
FirstField = DataSheet.Range(InputArray(x)).Column - DataSheet.AutoFilter.Range.Columns(1).Column + 1
'Determine Criteria Value to Filter Data by
CriteriaValue = Evaluate(InputArray(x + 1))
DataSheet.Range(InputArray(x)).AutoFilter Field:=FirstField, Criteria1:=CriteriaValue
'Store SUMIFS first input (Sum Range) to a variable
Set SumRange = Range(InputArray(0))
'Select the SUM Range to display total amout in Excel's Status Bar
'Scroll to the top of the data set
ActiveWindow.ScrollRow = 1
Here is an Example of How This Works:
Here is a simple setup, where the SUMIFS formula is summing all the orders associated with the state of Ohio.
After running the macro, you can see that the Ohio data is filtered and the sum range is highlighted. This allows me to look at the bottom right corner of my Excel window and easily see that the sum of the filtered data matches the result my SUMIFS formula is coming up with.
How Do I Modify This To Fit My Specific Needs?
Chances are this post did not give you the exact answer you were looking for. We all have different situations and scenarios and it is impossible to account for every particular one that you might encounter. However, it is always a good start to get you going. If you are looking for an automated tool, that does all of this for you without having to lift a finger, DataRails is the place to check out. It is an FP&A solution made to consolidate data from any existing system into one unified database to give you real-time, accurate insights into your data sets.