Sum of a column based on multiple factors
![STA13](https://us.v-cdn.net/6031209/uploads/defaultavatar/nWRMFRX6I99I6.jpg)
I want to take the Sum of Column A from another sheet if column B shows "Loan Declined" and Column C shows either "Underserved" or "Low-Income".
I tried the following formula to achieve this but none of them are reporting the needed information:
=SUMIFS({Column A}, {Column C}, "Underserved", {Column C}, "Low-Income", {Column B}, "Loan Declined")
Is there another formula that can help me obtain the answer that I want to generate?
I appreciate the assistance!
Best Answer
-
I am not sure if I am applying it correctly.
I applied this formula:
=SUMIFS({Denied Loans Obligated Loan Amount}, {Denied Loans underserved low income}, OR({Denied Loans underserved low income} = "Underserved", {Denied Loans underserved low income} = "Low-Income"), {Denied Loans Review Status}, "Loan Declined")
It states Invalid Operation
My issue is the column C is a drop-down menu and want to incorporate 2 of the 3 possibilities within this formula. My goal is to capture each applicable row and add the total loan amounts together. I am wondering if I cannot use a drop-down menu to execute this correctly since I want 2 of the 3 options… or maybe I need to separate it further to provide the totals for each separate answer and then I can create a function to provide the full sum.
Answers
-
Try this:
=SUMIFS({Column A}, {Column C}, OR(@cell = "Underserved", @cell = "Low-Income"), {Column B}, "Loan Declined")
-
I am not sure if I am applying it correctly.
I applied this formula:
=SUMIFS({Denied Loans Obligated Loan Amount}, {Denied Loans underserved low income}, OR({Denied Loans underserved low income} = "Underserved", {Denied Loans underserved low income} = "Low-Income"), {Denied Loans Review Status}, "Loan Declined")
It states Invalid Operation
My issue is the column C is a drop-down menu and want to incorporate 2 of the 3 possibilities within this formula. My goal is to capture each applicable row and add the total loan amounts together. I am wondering if I cannot use a drop-down menu to execute this correctly since I want 2 of the 3 options… or maybe I need to separate it further to provide the totals for each separate answer and then I can create a function to provide the full sum.
-
@Paul Newcome I realized that I did not tag you in my last response. Thank you for responding talking through the problem helped me find a solution even if it was having to break it down in order to obtain the same result.
I appreciate your help!
-
Try leaving the @cell references exactly how they are in my post.
Help Article Resources
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 62.1K Get Help
- 348 Global Discussions
- 199 Industry Talk
- 427 Announcements
- 4.4K Ideas & Feature Requests
- 133 Brandfolder
- 127 Just for fun
- 127 Community Job Board
- 455 Show & Tell
- 28 Member Spotlight
- 1 SmartStories
- 282 Events
- 36 Webinars
- 7.3K Forum Archives
Check out the Formula Handbook template!