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Tony2021's avatar
Tony2021
Steel Contributor
May 01, 2021
Solved

Summing - Vlookup and Dates

Hello Experts,

 

I need a formula that will sum values based on a the expected monthly dollar increases or decreases contained in a table for a matrix of companies.  

 

I think it would be some sort of combination of Vlookup and functionality added for the date of the amendment (that is the hard part).  Basically, I have an initial amount of $10 for companyA and this amount is expected to increase by $XX on a certain date and decrease by $XX on a certain date.  My table should populate based on these expected increases/decreases.  It is probably much easier to see the file than to explain. 

 

Kindly see attached file.  Let me know if you have any questions.  grateful for your help. 

 

 

  • You need to try this:

    =$G2 + Sumifs($C$2:$C$4,  $B$2:$B$4, "<="&H$1,  $A$2:$A$4, $F2)

    I have attached the file with the solution. Hope it addresses your need.

6 Replies

  • Viz's avatar
    Viz
    Brass Contributor

    You need to try this:

    =$G2 + Sumifs($C$2:$C$4,  $B$2:$B$4, "<="&H$1,  $A$2:$A$4, $F2)

    I have attached the file with the solution. Hope it addresses your need.

    • Tony2021's avatar
      Tony2021
      Steel Contributor
      Viz, wow that is amazing! Thank you so much for the quick response and perfect formula. It gives me exactly what I need. I will need to incorporate into my production file. I dont forsee any issues. Thank you!