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jeriley's avatar
jeriley
Copper Contributor
Jan 14, 2022
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Summing values and cross-referencing second tab for criteria. Please Help!

Hello all, This is my first time posting here and I am in need of some guidance.  I have an excel file with two tabs containing different sales information on the same underlying transaction IDs.  T...
  • Martin_Weiss's avatar
    Jan 14, 2022

    Hi jeriley 

     

    first of all, thanks for the really good and precise explanation in the sample file. This is realy a tricky one.

     

    I came to a solution, but this requires Excel from Microsoft 365/Office 365, because it uses the new FILTER function. If you have it, you can try the following formula:

     

    =SUM(SUMIFS(Transactions!$H$2:$H$1000;Transactions!$E$2:$E$1000;"succeeded";Transactions!$A$2:$A$1000;VLOOKUP(Transactions!$A$2:$A$1000;FILTER('Daily Sales'!$A$2:$A$1000;('Daily Sales'!$D$2:$D$1000="Transient Dockage")+('Daily Sales'!$D$2:$D$1000="Other"));1;FALSE)))

     

    I added also the sample file where I put the formula in B13 of the explanation sheet.

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