May 02 2022 11:53 PM
Hi,
I am trying to create a formula/s that will search for a matching client number between sheet 1 & 2, and then add the corresponding category figures (sheet 2, column c) for separate categories using a drop down list (sheet 2, column D) within all of the lines on sheet 2 to provide a total for each category in sheet 1 (column b & c).
Below are pictures of sheet 1 & 2.
Any help would be appreciated! :)
May 03 2022 12:03 AM - edited May 03 2022 12:10 AM
@Danielle1740 I would suggest you use a pivot table. Client ID in the Row field, Expense Category in the column field and Amount in the Value field.
Example in the attached file.