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Sum based on various column data

Hi all,

I am trying to build a formula to compare investment amounts of different program types that serve different populations to compare the investment amounts across populations:

For example, I want to get a sum of the Funding Amount for Program Type "Diversion" serving Sub-Pop "Families" and then be able to create a chart to compare that to Program Type "Diversion" serving Sub-Pop "Single Adults"


Any suggestions?!


THANK YOU!


Best Answer

  • ✭✭✭✭✭
    Answer ✓

    Create another sheet and reference the existing sheet, or use the Sheet Summary feature. Really depends on how many comparisons you are making. Personally, I like to use the Sheet Summary if you are only comparing one at a time and a new sheet if you intend to have multiple caparisons.

    For Sheet Summary

    =SUMIFS([Funding Amount]:[Funding Amount], [Program Type]:[Program Type], [Program Type 1]#, [Sub-Pop]:[Sub-Pop], [Sub-Pop 1]#)

    For a Sheet that is referencing the existing sheet

    =SUMIFS({Ref 1:[Funding Amount]:[Funding Amount]}, {Ref 2:[Program Type]:[Program Type]}, [Program Type]@row, {Ref 3:[Sub-Pop]:[Sub-Pop]}, [Sub-Pop]@row)


    After you have the numbers you can create a dashboard that pulls in the data you want.

Answers

  • ✭✭✭✭✭
    Answer ✓

    Create another sheet and reference the existing sheet, or use the Sheet Summary feature. Really depends on how many comparisons you are making. Personally, I like to use the Sheet Summary if you are only comparing one at a time and a new sheet if you intend to have multiple caparisons.

    For Sheet Summary

    =SUMIFS([Funding Amount]:[Funding Amount], [Program Type]:[Program Type], [Program Type 1]#, [Sub-Pop]:[Sub-Pop], [Sub-Pop 1]#)

    For a Sheet that is referencing the existing sheet

    =SUMIFS({Ref 1:[Funding Amount]:[Funding Amount]}, {Ref 2:[Program Type]:[Program Type]}, [Program Type]@row, {Ref 3:[Sub-Pop]:[Sub-Pop]}, [Sub-Pop]@row)


    After you have the numbers you can create a dashboard that pulls in the data you want.

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