Forum Discussion
Need formula to track unpaid bills
Rizwan_Hussain Ah, you must have an older version of Excel that doesn't recognize XLOOKUP. I have changed it to use INDEX( MATCH () ) combo in the attached.
That said if you have a list and a criteria then on another sheet you can use the FILTER() function to show all the items on the list/table that match your criteria. (you can also use pivot tables or power query)
mtarler thanks for the response.
Sheet A contains list of receipts from customer and sheet B contains number of bills invoiced to customer. Problem is that there is no common identifier in both sheets. I want to place the number of bills from sheet B against receipts in sheet A upto the receipt amount. Sample are attached below;
Rizwan_Hussain I still don't think we have enough information. I took a stab at it and made an assumption that the bills were in order of the receipts and used the cumulative totals but I don't think that is the case. Here is the attachment but i think we need more information on HOW you expect the items to get matched up.
mtarler Below sample is attached performed on one receipt. Bill amount from billing sheet upto receipt amount 2,237,003 is extracted and placed under receipt amount manually. I want to develop a formula that helps me in extracting billing amount and place under receipt amount.
Rizwan_Hussain I'm still unclear what you need. In the example I sent I think I did what you want. I am attaching your sheet with the previous formulas (modified a little) and color coded a bit. So on the Receipt sheet I added a cumulative column and on the Billing sheet I added Receipt# sheet which creates that "tie back" to the receipt sheet you wanted. If you need to combine the 2 tables together that is another step (or better yet would be if you could use a pivot table depending on what you need).
I formatted both as tables as that should improve the overall performance over referencing arbitrarily long columns unnecessarily.
The formulas just take the receipts sequentially as you noted there is not other 'tie-back' to use and even the dates are not in order.