I need help with a formula, I think it's going to be a If Then sum formula, but I haven't had a lot of luck trying to figure this out on my own. In my example, I want to sum the payment amount (E), if the date field (B) and the form of payment field (D) are the same. Any help would be greatly appreciated!! ABCDEFGDecatur5/2/20192019 CASH DECATURMaster Card 211905020004$376.05Decatur5/2/20192019 CASH DECATURVisa 211905020002$253.21Decatur5/4/20192019 CASH DECATURVisa 211905040002$170.04Decatur5/6/20192019 CASH DECATURMaster Card 211905060002$530.71Decatur5/6/20192019 CASH DECATURVisa 211905060001$504.67Decatur5/7/20192019 CASH DECATURDiscover 211905070006$1,098.72Decatur5/7/20192019 CASH DECATURDiscover 211905070007($1,098.72)Decatur5/7/20192019 CASH DECATURMaster Card 211905070012$327.10Decatur5/8/20192019 CASH DECATURVisa 211905080003$1,030.90Decatur5/8/20192019 CASH DECATURVisa 211905080004$257.23Decatur5/15/2019C&C ASPHALT INC.American Express 211905150005$284.45Decatur5/15/2019HOOD, LARRYVisa 211905150006$561.68Decatur5/16/20192019 CASH DECATURMaster Card 211905160002$1,340.91Decatur5/17/20192019 CASH DECATURMaster Card 211905170003$1,526.20Decatur5/17/20192019 CASH DECATURVisa 211905170001$1,276.19Decatur5/20/20192019 CASH DECATURMaster Card 211905200001$378.01

SergeiBaklan This is how I need to format it, this is how it looks when I just add it myself. Kennesaw5/2/2019PROCONTRACTOR SUPPLY, INC.Master Card$855.00551905020002$855.00Kennesaw5/3/20192019 CASH KENNESAWMaster Card$254.40551905030006$254.40Kennesaw5/3/2019MAX JONESVisa$1,470.40551905030004$1,470.40Kennesaw5/4/2019APEX SEAL COATINGSMaster Card$482.72551905040001$482.72Kennesaw5/6/2019APEX SEAL COATINGSMaster Card$321.82551905060001$321.82Kennesaw5/14/20192019 CASH KENNESAWVisa$281.59551905140007$281.59Kennesaw5/15/20192019 CASH KENNESAWVisa 551905150006$58.29Kennesaw5/15/20192019 CASH KENNESAWVisa$411.27551905150012$352.98Kennesaw5/16/20192019 CASH KENNESAWVisa$136.21551905160005$136.21Kennesaw5/23/20192019 CASH KENNESAWVisa$154.74551905230003$154.74Kennesaw5/24/20192019 CASH KENNESAWVisa 551905240006$529.47Kennesaw5/24/20192019 CASH KENNESAWVisa$618.50551905240007$89.03Kennesaw5/28/20192019 CASH KENNESAWMaster Card$437.23551905280006$437.23Kennesaw5/29/20192019 CASH KENNESAWMaster Card$335.23551905290002$335.23Kennesaw5/29/20192019 CASH KENNESAWVisa$719.38551905290005$719.38

Jon-W , And do records sorted by dates in ascending order and when by card type? Or for the same date records could be like Visa MasterCard Visa MasterCard

SergeiBaklan They are sorted first by date, then by card type.

Jon-W When it could be like in column I in Sheet2 attached =IF(($B1=$B2)*($D1=$D2),"",SUMIFS($G:$G,$B:$B,$B1,$D:$D,$D1)) Start from row 1 and drag down

Sum If Then formula help | Microsoft Community Hub

12 Replies

SergeiBaklan

Diamond Contributor

Jun 10, 2019

Jon-W ,

It depends on how you'd like organize the result. If like

then

=SUMIFS($G:$G,$D:$D,J$1,$B:$B,$I2)

Sum Transactions By Date and Card.xlsx12 KB

Jon-W

Copper Contributor

Jun 10, 2019

SergeiBaklan

This is how I need to format it, this is how it looks when I just add it myself.

Kennesaw	5/2/2019	PROCONTRACTOR SUPPLY, INC.	Master Card	$855.00	551905020002	$855.00
Kennesaw	5/3/2019	2019 CASH KENNESAW	Master Card	$254.40	551905030006	$254.40
Kennesaw	5/3/2019	MAX JONES	Visa	$1,470.40	551905030004	$1,470.40
Kennesaw	5/4/2019	APEX SEAL COATINGS	Master Card	$482.72	551905040001	$482.72
Kennesaw	5/6/2019	APEX SEAL COATINGS	Master Card	$321.82	551905060001	$321.82
Kennesaw	5/14/2019	2019 CASH KENNESAW	Visa	$281.59	551905140007	$281.59
Kennesaw	5/15/2019	2019 CASH KENNESAW	Visa		551905150006	$58.29
Kennesaw	5/15/2019	2019 CASH KENNESAW	Visa	$411.27	551905150012	$352.98
Kennesaw	5/16/2019	2019 CASH KENNESAW	Visa	$136.21	551905160005	$136.21
Kennesaw	5/23/2019	2019 CASH KENNESAW	Visa	$154.74	551905230003	$154.74
Kennesaw	5/24/2019	2019 CASH KENNESAW	Visa		551905240006	$529.47
Kennesaw	5/24/2019	2019 CASH KENNESAW	Visa	$618.50	551905240007	$89.03
Kennesaw	5/28/2019	2019 CASH KENNESAW	Master Card	$437.23	551905280006	$437.23
Kennesaw	5/29/2019	2019 CASH KENNESAW	Master Card	$335.23	551905290002	$335.23
Kennesaw	5/29/2019	2019 CASH KENNESAW	Visa	$719.38	551905290005	$719.38

SergeiBaklan
Diamond Contributor
Jun 10, 2019
Jon-W ,

And do records sorted by dates in ascending order and when by card type? Or for the same date records could be like

Visa

MasterCard

Visa

MasterCard

Forum Discussion

Sum If Then formula help

12 Replies

Resources

A	B	C	D	E	F	G
Decatur	5/2/2019	2019 CASH DECATUR	Master Card		211905020004	$376.05
Decatur	5/2/2019	2019 CASH DECATUR	Visa		211905020002	$253.21
Decatur	5/4/2019	2019 CASH DECATUR	Visa		211905040002	$170.04
Decatur	5/6/2019	2019 CASH DECATUR	Master Card		211905060002	$530.71
Decatur	5/6/2019	2019 CASH DECATUR	Visa		211905060001	$504.67
Decatur	5/7/2019	2019 CASH DECATUR	Discover		211905070006	$1,098.72
Decatur	5/7/2019	2019 CASH DECATUR	Discover		211905070007	($1,098.72)
Decatur	5/7/2019	2019 CASH DECATUR	Master Card		211905070012	$327.10
Decatur	5/8/2019	2019 CASH DECATUR	Visa		211905080003	$1,030.90
Decatur	5/8/2019	2019 CASH DECATUR	Visa		211905080004	$257.23
Decatur	5/15/2019	C&C ASPHALT INC.	American Express		211905150005	$284.45
Decatur	5/15/2019	HOOD, LARRY	Visa		211905150006	$561.68
Decatur	5/16/2019	2019 CASH DECATUR	Master Card		211905160002	$1,340.91
Decatur	5/17/2019	2019 CASH DECATUR	Master Card		211905170003	$1,526.20
Decatur	5/17/2019	2019 CASH DECATUR	Visa		211905170001	$1,276.19
Decatur	5/20/2019	2019 CASH DECATUR	Master Card		211905200001	$378.01