Help with Projected milestones and billing sheets

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:

Best Answer

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭
    Answer ✓

    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)


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