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Quentillian's avatar
Quentillian
Copper Contributor
Aug 10, 2024

Sum formula across sheets with matching column

Platform: Excel 365
I need Columns A
, B, C and E to match in both October and November sheets. If they match, then October column L is added to November column J, the result is shown in November column L. If there is no match, November column J = November column L.

 

I've attached screen shot of a mocked up template, I can't share the real one due to it being a work document with protected info. But the months cover the span of the year and as clients get added to or taken away from the list, I need a way to accurately, and automatically calculate the year-to-date total spent.

 

Thank you! This is well beyond my Excel skills

 

 

 

 

  • Quentillian 

    In L2:

    =J2+IFERROR(INDEX(October!$L$2:$L$100, XMATCH(1, (October!$A$2:$A$100=A2)*(October!$B$2:$B$100=B2)*(October!$C$2:$C$100=C2)*(October!$E$2:$E$100=E2))), 0)

    Adjust the ranges if the October data extend below row 100.

    Fill down.

  • Quentillian 

    In L2:

    =J2+IFERROR(INDEX(October!$L$2:$L$100, XMATCH(1, (October!$A$2:$A$100=A2)*(October!$B$2:$B$100=B2)*(October!$C$2:$C$100=C2)*(October!$E$2:$E$100=E2))), 0)

    Adjust the ranges if the October data extend below row 100.

    Fill down.

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