How to sum up values based on multiple criterions

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edited 07/18/24

This is sample data. I want to sum up original estimates (column circled with RED) by column EPIC# when:

1. non-epic helper ="Yes"

2. current jira status <> "Closed"

3. Jira# = Epic#.

So, for 1st four rows, I should have sum=24+60+40=128. Next, 3 rows since don't meet all the criteria should give sum=0. I tried couple ways, but since I can't get all values matching in vlookup, I can't sum them up. I did browse thru a few discussions but was unable to get this working. Any help is appreciated!

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Since you are using parent rows you can simply would put =SUM(CHILDREN()) where the 128 and the 0 are (on your parent rows), and then i'd put =IF(MID([Jira#]@row, 6, 5) = MID([Epic#]@row, 6, 5), [Original Estimate]@row, 0) in that same column on the child rows. This may not be the best method but would work. Note that I accounted for 5 digit Jira/Epic numbers, you can increase that if needed. Hope this helps!

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I have a lot of data in my sheet. This seems more work to align based on parent child rows and then update as & when more data is added. Would there be any other way out if I remove parent child relation, does that make it easier?

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