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Triin Tomingas's avatar
Triin Tomingas
Copper Contributor
May 31, 2018

Need to pull data from different tabs using various criteria

I got stuck creating a formula to pull information from different tab:

I need the following criteria:

*If payment method is Cash pull the amount in Column G from Sheet 2 and,

*If payment method is Credit Card mark zero and,

*If payment method is Cash but invoice isn't recieved yet, mark $5,000 // Forecast.

 

Thank you.

Excel Formula
Formulas & Functions
  • Arul Tresoldi's avatar
    Arul Tresoldi
    Iron Contributor
    Jun 06, 2018

    I may have misunderstood what you need, but in E2 you should write simply:

    =IF(AND(I2="PENDING";J2="Cash");"5000 $ // Forecast";IF(J2="cash";G2;IF(J2="credit card";0;"")))

    You should check first the most strict rule (cash+pending), then cash only or credit card only.

    Then you just refer to each month on the summary table...

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