Forum Discussion
mogollen
May 20, 2024Copper Contributor
Formula help please!
Hi everyone, I need some help with some formulas, I will just start off with the one... In my reconciliation tab I need to grab the sum of transactions from a statement tab, granted they match t...
Riny_van_Eekelen
May 20, 2024Platinum Contributor
mogollen I made mock-up based on your description and suggest you transform the transactions list into a structured Excel table. Then you can refer to the table/column name without the need to know where the table sits in the workbook. And then just add new transaction at the bottom of the table. It will automatically expand and so will the references that you have in the SUMIF. Use SUMIFS if you want to include the dates as well.
It's demonstrated in the attached file. See if you can apply this to your own. If you are using Excel fro MS365 or 2021 you can use the 'all-in-one' formula. Otherwise, use the 'one-by-one' solution.