Formula to calculate category totals

steve50951 · 05/01/19

I have several expense categories in a dropdown list. I am looking for a formula to calculate totals when a given category is selected. I need it search the column and total all of the amounts listed as "other", "airfare", etc...

thanks,

SGF

Screen Shot 2019-05-01 at 11.22.23 AM.png

Paul Newcome · 05/01/19

Try something along the lines of

=SUMIFS(Amount:Amount, [Expense Category]:[Expense Category], Description@row)

Andrée Starå · 05/01/19

Hi Steve,

Try something like this.

Put the formula in a new column or one that isn't included below.

=SUMIF([Expense Category]:[Expense Category]; Description@row; Amount:Amount)

The same version but with the below changes for your and others convenience.

=SUMIF([Expense Category]:[Expense Category], Description@row, Amount:Amount)

Depending on your country you’ll need to exchange the comma to a period and the semi-colon to a comma.

Did it work?

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Paul Newcome · 05/01/19

Steve:

Please note... Andree is correct that the formula would need to go into a cell that is not being referenced within itself.

A second note: You will see that Andree's formula is laid out differently that mine. They will both work the same way. The difference is that Andree used a SUMIF, and I used a SUMIFS.

Whichever you decide to try is entirely up to you, but it is important to be mindful of the changes in syntax when you add on that S vs going without. My formula with the S removed wouldn't work, and Andree's formula with the S added would also fail.

steve50951 · 05/02/19

works perfectly!

Thanks!

SGF

Andrée Starå · 05/02/19

Excellent!

Happy to help!

Best,

Andrée

Formula to calculate category totals

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