Forum Discussion
Returning a sum based on multiple columns
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) )
Just in case... A https://support.microsoft.com/en-us/office/video-create-a-pivottable-and-analyze-your-data-7810597d-0837-41f7-9699-5911aa282760 does what you expect auto. (no formula):
OK, I thought I could just replicate that to the final sheet I needed it for now that I have it built. Will you please do the same thing on this one for the month and year? there are some notes on first page as well. ty very much!!!!!!Lorenzo
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 Year & Month 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)
Ah, ok, ty. Thank you for your help as this is the first online forum I have ever used. That is pretty awesome how you did that. On a scale of 1-10, my overall knowledge of Excel is probably a 2-3 of all there is to know, so I appreciate the knowledge of experienced people like you.!!!Lorenzo
