SUMIFS Fees Assigned to Project, but EXCLUDE Fee for Current Line Item

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SUMIFS Fees Assigned to Project, but EXCLUDE Fee for Current Line Item

I have different project fees attributed to the same project. I'd like to show the running cost in the "Project Spend to Date" column, while excluding the "Fee" from the current line item.

This is what I'd like to create.

Date 1/25/20 - Project A - Fee $5000 - Project spend to date = $3000 (Currently showing $8000 with below formula)

Date 1/15/20 - Project A - Fee $1000 - Project spend to date = $2000 (Currently showing $3000 with below formula)

Date 1/1/20 - Project A - Fee $2000 - Project spend to date = $0 (Currently showing $2000 with below formula)

I'm not able to exclude the Fee from the current line item with the below formula:

=SUMIFS(Fee13:Fee97, Project13:Project97, [email protected], [Approval Status]12:[Approval Status]96, ="Approved")

Any suggestions?


Thanks!

Answers

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Al,

    Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, [email protected])

    I hope that helps!

    Have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

  • Hi Andree,

    I've included more detail and a screen shot here too. I've also shared this sheet with you - SAMPLE SPEND TO DATE.

    Thank you!

    Allison


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