Below are some steps to use the COUNTIFS or SUMIFS function in Excel:

1. Create criteria ranges: Identify the key criteria to filter your data and create separate ranges for each set of criteria.
2. Use logical operators: You must specify the logical operator between each set of criteria to tell Excel how to count or sum the data.
3. Specify criteria cells: Specify the cells where you want to count or sum the data.
4. Understand wildcards: Wildcards (*, ?) can be used to partially match criteria.
5. Include AND/OR logic: Use SUMIFS if you need to use both AND and OR logic in the same function.