How to Use the Conditional Sum Wizard in Excel

1. Open the file that contains that data that you need to run the conditional sum wizard on.
2. Add a header row to your data, if it lacks one, by right-clicking on the number next to the first row and choosing 'Insert.' Type in names for the columns in the cells directly above the data.
3. Click on the top-left cell of the data range. Move to the bottom-right cell in the data range. Press and hold the 'Shift' button and click on the cell to select the entire data range.
4. Click the 'Formulas' tab at the top of the screen, then click on the 'Conditional Sum' button located on the far right side of the ribbon, under the 'Solutions' group.
5. Click 'Next' on the first screen, as you have already defined the data area.
6. Select the column that you want to sum from the drop-down menu at the top of the window, identified as 'Column to sum.' Then select the column that you want to evaluate for a condition in the drop down menu in the middle of the window, identified as 'Column.' Next to that column you can choose an operator, such as 'equals,' 'greater than' or 'less than.' Finally, you can type in the value that you want to check the original column for in the 'This value' box. Press the 'Add Condition' button when you are done, and then press 'Next.'
7. Choose between having Excel export your result as just a formula in a cell, or as the formula in a cell as well as the conditional data next to that cell. Choosing the latter lets you change the conditions of the formula without having to go through the wizard again. Press 'Next' when you have made your selection.
8. Select a cell where you want the condition to be placed, if you chose that option, and the cell for the conditional sum formula. Press 'Finish' to complete the process.