Forum Discussion
Jon-W
Jun 10, 2019Copper Contributor
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), i...
Jon-W
Jun 10, 2019Copper Contributor
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 | $719.38 |
SergeiBaklan
Jun 10, 2019Diamond Contributor
Jon-W ,
And do records sorted by dates in ascending order and when by card type? Or for the same date records could be like
Visa
MasterCard
Visa
MasterCard
- Jon-WJun 10, 2019Copper Contributor
- SergeiBaklanJun 10, 2019Diamond Contributor
When it could be like in column I in Sheet2 attached
=IF(($B1=$B2)*($D1=$D2),"",SUMIFS($G:$G,$B:$B,$B1,$D:$D,$D1))
Start from row 1 and drag down
- Jon-WJun 10, 2019Copper Contributor
That is EXACTLY what I need, but I'm not an Excel expert, and can't figure out how you got the formula into that whole row. When I use formulas, so far they have been basic. =A1*A2 and then I would copy and paste that formula into all the cells below it. This what I'm coming up with when I try your formula. I will paste here, and then link a copy of the excel file. And thank you so much for your help!!
Date CustomerName Payment SaleNum Amount 5/1/2019 2019 CASH BIRMINGHAM Cash 462 471905010002 $462.00 =IF(($B2=$B3)*($D2=$D3),"",SUMIFS(#REF!,$B2:$B21,$B2,$D2:$D21,$D2)) 5/2/2019 B & T LABORING Cash $190.30 471905020005 $190.30 5/8/2019 2019 CASH BIRMINGHAM Cash 93.5 471905080006 $93.50 5/9/2019 2019 CASH BIRMINGHAM Cash 27.5 471905090007 $27.50 5/13/2019 2019 CASH BIRMINGHAM Cash 471905130002 $492.80 5/13/2019 2018 CASH BIRMINGHAM Cash 156.75 471905130006 $156.75 5/15/2019 WARREN ASPHALT CONSTRUCTION Cash 471905150003 $8.79 5/15/2019 2018 CASH BIRMINGHAM Cash 471905150004 $331.91 5/15/2019 2018 CASH BIRMINGHAM Cash 471905150006 $165.54 5/15/2019 2018 CASH BIRMINGHAM Cash 471905150007 $2.75 5/15/2019 2019 CASH BIRMINGHAM Cash 64.89 471905150008 $64.89 5/18/2019 BIG JOHN'S ASPHALT PAVING Cash 13.2 471905180002 $13.20 5/21/2019 2019 CASH BIRMINGHAM Cash 492.8 471905210002 $492.80 5/23/2019 2019 CASH BIRMINGHAM Cash 471905230001 $372.89 5/23/2019 2019 CASH BIRMINGHAM Cash 471905230008 $367.40 5/23/2019 2019 CASH BIRMINGHAM Cash 943.8 471905230009 $943.80 5/24/2019 2019 CASH BIRMINGHAM Cash 471905240002 $243.91 5/24/2019 2019 CASH BIRMINGHAM Cash 722.7 471905240008 $722.70 5/25/2019 SOUTHERN SEALS AND STRIPES Cash 724.9 471905250002 $724.90 5/31/2019 2019 CASH BIRMINGHAM Cash 176 471905310005 $176.00