Forum Discussion
Nested XLOOKUP
I have a table with cash flow generated from stocks and bonds. Each row has year and month, a ticker, and amount. I want to summarize the data in a new table that has rows with cash flow organized by...
Hi, I don't think XLOOKUP is the right tool for the job here. It looks like SUMIFS may be the one, something like this:
=SUMIFS(CF[Total CF - CAD],CF[Ticker/ Cusip],[@[Ticker/Cusip]],CF[Year],Holdings!AP$3,CF[Month],Holdings!AP$4)
=SUMIFS(CF[Total CF - CAD],CF[Ticker/ Cusip],[@[Ticker/Cusip]],CF[Year],Holdings!AP$3,CF[Month],Holdings!AP$4)