Formula Support

I am attempting to use a formula between two sheets. First sheet is a list of all charges from several service lines. The second sheet is list of all services provided to clients under one service line. I want to create a formula that would look 3 factors and tell me if the charge was posted or not. I believe I could use an IFERROR type formula, but I am not sure where to begin. Any support would be greatly appreciated. Other challenges is that that there could be multiple charges put through for the same client. I am working on adding another type field to add another deciding factor but not sure if that would make a difference.

Best Answer


  • Jason Tarpinian
    Jason Tarpinian ✭✭✭✭✭✭
    edited 01/24/23 Answer ✓

    Without a little more info, it's hard to build out the formula exactly, but it sounds like you might want to use the COLLECT() either with with a COUNT() or SUM() function. COLLECT() allows you to customize a range to be used within other functions - essentially allowing you to count/sum/match against multiple criteria.

    Jason Tarpinian - Sevan Technology

    Smartsheet Aligned Partner

  • This is the current formula I started putting together.... keeping in mind that I am very limited in my experience with formulas, I am starting to get somewhere but am stuck now.

    =IFERROR(INDEX(COLLECT(({Client ID}, [Client ID]@row, {Charge Type}, [Charge Type]@row, {Actual Charge Amount}, [Federal Filing Charge]@row) "Yes"), "No")

    Any idea if I am heading down an incorrect path that would be successful in giving me a "Yes" or "No"? Or am I pretty far off.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @NCookBT83

    I hope you're well and safe!

    To add to Jason's excellent advice/answer.

    Try something like this.

    =IFERROR(INDEX(COLLECT({Client ID}, [Client ID]@row, {Charge Type}, [Charge Type]@row, {Actual Charge Amount}, [Federal Filing Charge]@row) "Yes"), "No")

    Did that work/help?

    I hope that helps!

    Be safe, and have a fantastic week!


    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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  • I tried...

    =IFERROR(INDEX(COLLECT({Client ID}, [Client ID]@row, {Charges - Charge Type}, [Charge Type]@row, {Charges - Actual Charge Amount}, [Federal Filing Charge]@row) "Yes") "No")

    Unfortunately, still not working... I feel so close. Any additional thoughts or input?

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