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) )
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
You're jasontindal & Thanks for providing feedback
THANK YOU. I do not think the correct file was uploaded.
1. on the 'month overview' page, when entering the month from drop-down box C6 and year C7, it will return the sum in C9 and C10 respectively. maybe how c6 and c7 look needs to be modified. this type of formula and sheet is out of my wheelhouse. I just know the end result. lol.2. on the 'transactions' page, why do the drop-down boxes not automatically come down (without dragging the corner) when you start typing on the next line?
there should be a file uploaded for today. with 2-11-2024 in name
I do not think the correct file was uploaded Thank you for the waste of time
#1 On the 'MONTH OVER VIEW-MAIN PAGE' sheet, should the Category, SubCat & Amounts be based on twhat's selected re. MONTH & YEAR?
#2 On the 'Transactions' page, why do the drop-down boxes not automatically come down (without dragging the corner) when you start typing on the next line? Probably due to this:
(something I'm not gonna fix on your behalf sorry - your application)
#3 Do you run Excel 2021 or 365?
#1. The amounts should be based on the transactions sheet. ty. Lorenzo