SUMIFS with variable criteria - analyzing data

PeggyLang

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?

Andrée Starå

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

@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.