SUMIFS with variable criteria - analyzing data

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I have a worksheet that is populated by way of a 'form'.

There is a small snapshot of my worksheet below.

Some how I need to sort by 'PC #', Sum Total Invoices for each PC and report 'Remaining to Invoice' (Proposal Amount - Sum of Total Invoices)

Obviously I can manually sort, SUM and subtract from Proposal Amount but was hoping there was an automated solution that I could build. However, I'm at a loss as to how to go about that.

Any thoughts?

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    Hi @PeggyLang

    I hope you're well and safe!

    Have you explored using a Report instead and the group/sum feature?

    Would that work/help?

    I hope that helps!

    Be safe, and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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  • PeggyLang
    PeggyLang ✭✭✭✭✭
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    @Andrée Starå

    VERY often my brain comes up with a solution (maybe not the best one) almost immediately after I speak with someone or post a question. This is exactly what happened in this situation.

    I think the limitation with a report and group/sum is that I needed to be able to report 'Remaining to Bill'.

    So . . . I created a Vendor Invoice Summary sheet. I used data mesh to collect the 'unique' PC#'s and the corresponding 'Proposal Amount'. Then I wrote a 'SUMIF' formula to obtain 'Total Invoices Submitted' and subtracted it from 'Proposal Amount' to come up with a 'Remaining to Bill' amount. Got fancy and highlighted red when it appears there has been overspend.


    I think it works? Looks like it works? I'll use it for awhile and see if there are any glitches I haven't yet thought of.

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