Formula to calculate category totals

steve50951

I have several expense categories in a dropdown list. I am looking for a formula to calculate totals when a given category is selected. I need it search the column and total all of the amounts listed as "other", "airfare", etc...

thanks,

SGF

Paul Newcome

Try something along the lines of 

 

=SUMIFS(Amount:Amount, [Expense Category]:[Expense Category], Description@row)

Andrée Starå

Hi Steve,

Try something like this.

Put the formula in a new column or one that isn't included below.

=SUMIF([Expense Category]:[Expense Category]; Description@row; Amount:Amount)

The same version but with the below changes for your and others convenience.

=SUMIF([Expense Category]:[Expense Category], Description@row, Amount:Amount)

Depending on your country you’ll need to exchange the comma to a period and the semi-colon to a comma.

Did it work?

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Paul Newcome

Steve:

 

Please note... Andree is correct that the formula would need to go into a cell that is not being referenced within itself.

 

A second note: You will see that Andree's formula is laid out differently that mine. They will both work the same way. The difference is that Andree used a SUMIF, and I used a SUMIFS. 

 

Whichever you decide to try is entirely up to you, but it is important to be mindful of the changes in syntax when you add on that S vs going without. My formula with the S removed wouldn't work, and Andree's formula with the S added would also fail.

steve50951

works perfectly!

Thanks!

SGF

Andrée Starå

Excellent!

Happy to help!

Best,

Andrée