Hi Everyone,

Completely hit a wall here and would love some suggestions. I am trying to build a SUMIFS() statement with fixed and conditional criteria. I am adding the totals in a column labed "Neck" with the following:

The fixed Criteria:
  • DischargeDate column needs a date entered (any date will do)
  • The Discipline column needs to be under "WBPC PT OUTPATIENT"

Conditional Criteria:
  • PrimaryInsurance column has to = "HEALTH NET"
OR
  • PrimaryInsurance column has to = "MEDICARE"

In earlier codes I have created this which works great without conditional criteria:
=SUMIFS(Neck,DischargeDate,">"&1/1/2013,Department,"WBPC PT OUTPATIENT",PrimaryInsurance,"MEDICARE")

But I'm lost when trying to nest an OR() function in this SUMIFS() statement. I have tried other ways such as Coutifs and Sumifs, but I can't seem to get the logic straight. This was my last attempt:
=IF(OR(PrimaryInsurance="HEALTH NET",PrimaryInsurance="MEDICARE"),SUMIFS(Neck,DischargeDate,">"&1/1/2013,Department,"WBPC PT OUTPATIENT"),"FAIL") ... it Failed

I would prefer to embed my conditional with the SUMIFS() statement, but overall I really need this to work. Any help is appreicated and thank you in advance.