Excel Formulas For Your Shopify Store

Make the most of your Shopify store data with the Mixtable Spreadsheet Editor app, which allows you to use all your favorite Excel formulas to manage your data and pull helpful insights for making your store even more profitable.

Here are some of the favorite formulas of our customers:

COUNTIF(range, criteria)

The COUNTIF function is used to count how many items fall within a specific category (e.g., “how many items are in stock?”, “how many items are low stock?“)

Example:

=COUNTIF(StockColumn, "< 5") 

(counts items with stock < 5)

Use cases:

• Inventory Management: Counting items in stock, low stock, or specific categories.
• Customer Analysis: Counting customers in specific locations or with certain purchase histories.

CONCAT(text1, [text2], …)

The CONCAT (previous: CONCATENATE) function is extremely useful when combining text strings, e.g., customer names and addresses for generating contact information, or product titles and prices into the meta description.

Example:

=CONCAT(ProductTitle, " meta description copy")

=CONCAT(FirstNameColumn, " ", LastNameColumn)

Use cases:

• SEO: Use the product title, the price, or any other field in the meta description.
• Customer Management: Combining customer names, addresses, or other contact information.

SUMIF(range, criteria, sum_range)

The SUMIF function will help you sum values based on a condition (e.g., “total value of items in a specific category”).

Example:

=SUMIF(CategoryColumn, "Electronics", ValueColumn)

(sums value of electronics)

Use cases:

• Inventory Management: Calculating the total value of items in a specific category.
• Sales & Revenue Analysis: Calculating total sales for a specific product or category.
• Financials: tracking expenses by category.

VLOOKUP(lookup_value, table_array, col_index_num, [range_lookup])

The VLOOKUP function is helpful for retrieving information based on a lookup value (e.g., “find the price of a specific product”).

Example:

=VLOOKUP(12345, A2:B100, 2, FALSE) 

(finds price (column 2) of product ID 12345 (column A))

Use cases:

• Inventory Management: Retrieve product prices, descriptions, or stock levels based on product IDs.
• Order Processing: Look up customer addresses or shipping information.

IF(logical_test, value_if_true, value_if_false)

The IF function is used for alerts and conditional displays.

Example:

=IF(StockColumn<5, "Reorder", "In Stock")

Use cases:

• Order Processing: Calculating shipping costs based on order value or destination.
• Customer Management: categorizing customers based on purchase history.
• Inventory Management: Displaying alerts for low stock or out-of-stock items.

AVERAGEIF(range, criteria, [average_range])

With AVERAGEIF you can find the average of cells that meet a certain criteria.

Example:

=AVERAGEIF(CategoryColumn,"Clothing",PriceColumn)

(finds the average price of clothing items).

Use cases:

• Pricing: Find the average price of certain categories.
• Sales & Revenue analysis: Find the average sales for certain months.

MAX(range) / MIN(range)

With the MAX/MIN formulas you can identify peak and low points.

Example:

=MAX(SalesColumn)

(finds highest sales amount)

Use cases:

• Sales & Revenue Analysis: Identifying the highest and lowest sales days, order values, or product sales.
• Inventory management: find the highest and lowest stock amounts.

Managing your store with a spreadsheet

The Mixtable Spreadsheet Editor app offers a time-saving way to manage your store data. Here are some examples:

• Product bulk editing use cases.
• How to prepare a sales campaign.
• Dynamic pricing with Shopify.