Help with Projected milestones and billing sheets

CDS

I have a project milestones sheets which estimates when each milestone in a project will be completed and contains the billing amount for the projects milestones:

I have a separate sheet to track billings for each month, on this second sheet I need the following:

Paul Newcome

In that case you can still use a SUMIFS, but you will need a helper column on your source sheet that brings the customer name down onto every row.

=PARENT([Customer Name]@row

Then the SUMIFS would look like this:

=SUMIFS({Amount}, {Month}, @cell = 1, {Year}, @cell = 2023, {Helper Column}, @cell = [Customer Name]@row)

Paul Newcome

You would use a SUMIFS with cross sheet references.

=SUMIFS({Amount}, {Month}, @cell = 1, {Year}, @cell = 2023)

CDS

sumif wont work I'm not looking to sum numbers just collect the billing number if the line number between the two sheets match and the month and year

each row in the billing sheet is a separate project with a separate line number

CDS

Here are more examples:

So these two customers have billing milestones in July

Paul Newcome

In that case you can still use a SUMIFS, but you will need a helper column on your source sheet that brings the customer name down onto every row.

=PARENT([Customer Name]@row

Then the SUMIFS would look like this:

=SUMIFS({Amount}, {Month}, @cell = 1, {Year}, @cell = 2023, {Helper Column}, @cell = [Customer Name]@row)

CDS

Thanks Paul this worked, I already had line number as the helper column

Paul Newcome

Happy to help. 👍️