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jasontindal's avatar
jasontindal
Copper Contributor
Feb 09, 2024
Solved

Returning a sum based on multiple columns

HELP PLEASE. I am trying to return the sum of numbers in a column based on the first two columns. 

Three columns total. 

      • Lorenzo's avatar
        Lorenzo
        Silver Contributor

        Hi jasontindal 

         

        CAN YOU MAKE THIS TABLE UPDATE THE DROP DOWN BOXES AS I INPUT DATA. RIGHT NOW I HAVE TO DRAG EVERYTHING FOR THE TABLES TO WORK

         

        Really unclear to me as I didn't find DROP DOWN BOXES so did what I understood...

         

        #1 In sheet 'PULL DATA FROM' you'll currently see:

        Don't write anything below these 2 values. A31 & B31 contain formulas that will respectively Spill in A32, A33... and B32, B33... as you enter data in the TRANSACTIONS table. So, when you will enter transactions for say Feb 2023 you will see:

         

        #2 In sheet 'TRANSACTIONS' the YearMonth drop-down lists refer to the dynamic ranges created above (#1). So logically, with your current Transactions, they respectively only show January & 2024 for now

         

        (there were a bunch of #Ref errors in the Name Manager. I deleted them)

  • Lorenzo's avatar
    Lorenzo
    Silver Contributor

    Hi jasontindal 

     

    Alternatively if you run Excel 2021 or 365 - no helper column:

     

    in F3:

    =SUM(
      FILTER(Table1[amount], (TEXT(Table1[column1],"MMMM") = F$2) * (Table1[type] = E3), 0)
    )

     

    • jasontindal's avatar
      jasontindal
      Copper Contributor

      OMG!!!!!!!!!!!!!!! THAT WORKED PERFECT. EVEN WHEN I DRUG IT DOWN TO NEXT CELL. YOU ARE A GENIOUS.... THANK YOU!!!!!!!!!Lorenzo 

      • Lorenzo's avatar
        Lorenzo
        Silver Contributor
        You're welcome. Glad to help
        There's a Mark as response link at the bottom of each post you get here. It helps people who Search for existing solutions - Thanks in advance
  • jasontindal's avatar
    jasontindal
    Copper Contributor
    I think i was over thinking it. i have revised the spread sheet. i still need help

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