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Jon-W's avatar
Jon-W
Copper Contributor
Jun 10, 2019

Sum If Then formula help

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!!

 

ABCDEFG
Decatur5/2/20192019 CASH DECATURMaster Card 211905020004$376.05
Decatur5/2/20192019 CASH DECATURVisa 211905020002$253.21
Decatur5/4/20192019 CASH DECATURVisa 211905040002$170.04
Decatur5/6/20192019 CASH DECATURMaster Card 211905060002$530.71
Decatur5/6/20192019 CASH DECATURVisa 211905060001$504.67
Decatur5/7/20192019 CASH DECATURDiscover 211905070006$1,098.72
Decatur5/7/20192019 CASH DECATURDiscover 211905070007($1,098.72)
Decatur5/7/20192019 CASH DECATURMaster Card 211905070012$327.10
Decatur5/8/20192019 CASH DECATURVisa 211905080003$1,030.90
Decatur5/8/20192019 CASH DECATURVisa 211905080004$257.23
Decatur5/15/2019C&C ASPHALT INC.American Express 211905150005$284.45
Decatur5/15/2019HOOD, LARRYVisa 211905150006$561.68
Decatur5/16/20192019 CASH DECATURMaster Card 211905160002$1,340.91
Decatur5/17/20192019 CASH DECATURMaster Card 211905170003$1,526.20
Decatur5/17/20192019 CASH DECATURVisa 211905170001$1,276.19
Decatur5/20/20192019 CASH DECATURMaster Card 211905200001$378.01
Formulas and Functions

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    • Jon-W's avatar
      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.

       

      Kennesaw5/2/2019PROCONTRACTOR SUPPLY, INC.Master Card$855.00551905020002$855.00
      Kennesaw5/3/20192019 CASH KENNESAWMaster Card$254.40551905030006$254.40
      Kennesaw5/3/2019MAX JONESVisa$1,470.40551905030004$1,470.40
      Kennesaw5/4/2019APEX SEAL COATINGSMaster Card$482.72551905040001$482.72
      Kennesaw5/6/2019APEX SEAL COATINGSMaster Card$321.82551905060001$321.82
      Kennesaw5/14/20192019 CASH KENNESAWVisa$281.59551905140007$281.59
      Kennesaw5/15/20192019 CASH KENNESAWVisa 551905150006$58.29
      Kennesaw5/15/20192019 CASH KENNESAWVisa$411.27551905150012$352.98
      Kennesaw5/16/20192019 CASH KENNESAWVisa$136.21551905160005$136.21
      Kennesaw5/23/20192019 CASH KENNESAWVisa$154.74551905230003$154.74
      Kennesaw5/24/20192019 CASH KENNESAWVisa 551905240006$529.47
      Kennesaw5/24/20192019 CASH KENNESAWVisa$618.50551905240007$89.03
      Kennesaw5/28/20192019 CASH KENNESAWMaster Card$437.23551905280006$437.23
      Kennesaw5/29/20192019 CASH KENNESAWMaster Card$335.23551905290002$335.23
      Kennesaw5/29/20192019 CASH KENNESAWVisa$719.38551905290005$719.38
      • SergeiBaklan's avatar
        SergeiBaklan
        MVP
        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

         

         

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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!!

 

ABCDEFG
Decatur5/2/20192019 CASH DECATURMaster Card 211905020004$376.05
Decatur5/2/20192019 CASH DECATURVisa 211905020002$253.21
Decatur5/4/20192019 CASH DECATURVisa 211905040002$170.04
Decatur5/6/20192019 CASH DECATURMaster Card 211905060002$530.71
Decatur5/6/20192019 CASH DECATURVisa 211905060001$504.67
Decatur5/7/20192019 CASH DECATURDiscover 211905070006$1,098.72
Decatur5/7/20192019 CASH DECATURDiscover 211905070007($1,098.72)
Decatur5/7/20192019 CASH DECATURMaster Card 211905070012$327.10
Decatur5/8/20192019 CASH DECATURVisa 211905080003$1,030.90
Decatur5/8/20192019 CASH DECATURVisa 211905080004$257.23
Decatur5/15/2019C&C ASPHALT INC.American Express 211905150005$284.45
Decatur5/15/2019HOOD, LARRYVisa 211905150006$561.68
Decatur5/16/20192019 CASH DECATURMaster Card 211905160002$1,340.91
Decatur5/17/20192019 CASH DECATURMaster Card 211905170003$1,526.20
Decatur5/17/20192019 CASH DECATURVisa 211905170001$1,276.19
Decatur5/20/20192019 CASH DECATURMaster Card 211905200001$378.01
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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!!

 

ABCDEFG
Decatur5/2/20192019 CASH DECATURMaster Card 211905020004$376.05
Decatur5/2/20192019 CASH DECATURVisa 211905020002$253.21
Decatur5/4/20192019 CASH DECATURVisa 211905040002$170.04
Decatur5/6/20192019 CASH DECATURMaster Card 211905060002$530.71
Decatur5/6/20192019 CASH DECATURVisa 211905060001$504.67
Decatur5/7/20192019 CASH DECATURDiscover 211905070006$1,098.72
Decatur5/7/20192019 CASH DECATURDiscover 211905070007($1,098.72)
Decatur5/7/20192019 CASH DECATURMaster Card 211905070012$327.10
Decatur5/8/20192019 CASH DECATURVisa 211905080003$1,030.90
Decatur5/8/20192019 CASH DECATURVisa 211905080004$257.23
Decatur5/15/2019C&C ASPHALT INC.American Express 211905150005$284.45
Decatur5/15/2019HOOD, LARRYVisa 211905150006$561.68
Decatur5/16/20192019 CASH DECATURMaster Card 211905160002$1,340.91
Decatur5/17/20192019 CASH DECATURMaster Card 211905170003$1,526.20
Decatur5/17/20192019 CASH DECATURVisa 211905170001$1,276.19
Decatur5/20/20192019 CASH DECATURMaster Card 211905200001$378.01
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Sum If Then formula help","moderationData":{"__ref":"ModerationData:moderation_data:681308"},"body":"

Jon-W ,

\n

 

\n

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

\n

\n

then

\n
=SUMIFS($G:$G,$D:$D,J$1,$B:$B,$I2)
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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$855.00
Kennesaw5/3/20192019 CASH KENNESAWMaster Card$254.40551905030006$254.40
Kennesaw5/3/2019MAX JONESVisa$1,470.40551905030004$1,470.40
Kennesaw5/4/2019APEX SEAL COATINGSMaster Card$482.72551905040001$482.72
Kennesaw5/6/2019APEX SEAL COATINGSMaster Card$321.82551905060001$321.82
Kennesaw5/14/20192019 CASH KENNESAWVisa$281.59551905140007$281.59
Kennesaw5/15/20192019 CASH KENNESAWVisa 551905150006$58.29
Kennesaw5/15/20192019 CASH KENNESAWVisa$411.27551905150012$352.98
Kennesaw5/16/20192019 CASH KENNESAWVisa$136.21551905160005$136.21
Kennesaw5/23/20192019 CASH KENNESAWVisa$154.74551905230003$154.74
Kennesaw5/24/20192019 CASH KENNESAWVisa 551905240006$529.47
Kennesaw5/24/20192019 CASH KENNESAWVisa$618.50551905240007$89.03
Kennesaw5/28/20192019 CASH KENNESAWMaster Card$437.23551905280006$437.23
Kennesaw5/29/20192019 CASH KENNESAWMaster Card$335.23551905290002$335.23
Kennesaw5/29/20192019 CASH KENNESAWVisa$719.38551905290005$719.38
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Jon-W ,

\n

 

\n

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

\n

Visa

\n

MasterCard

\n

Visa

\n

MasterCard

\n

 

\n

 

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