Match multiple criteria from Different Worksheets and sum totals together

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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!  

 

Danielle1740_0-1651560714960.pngDanielle1740_1-1651560734749.png

 

 

 

1 Reply

@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.