Formula lookup separate sheet to get more info after a SUMIF

Cheryl Hishmeh

I have a sumif formula that is working nicely to return the value of a payment that I am getting ZAPIER to add a row to a separate sheet that has all the payments.

Formula:

=SUMIFS({Square Payments Range 2}, {Square Payments Range 1}, [Participant ID]442, {BIP Online Payments Range 1}, <=[Group Date]442, {BIP Online Payments Range 1}, >([Group Date]442 - 7))

Now I would like to retrieve the Number and transaction type from the same sheet that has the payments. So essentially same criteria that returns the first value that matches (which will be the only value).

I cant get vlookup, match, index to work with the multiple criterias - ID and Date Range. This seems like an easy thing to figure out.

Andrée Starå

Hi @Cheryl Hishmeh

Couldn’t you use the copy row feature instead of Zapier?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

Genevieve P.

Hi @Cheryl Hishmeh

I've removed the images from this post for you. If this was incorrect and you would still like them to appear, please feel free to post them again.

Cheers,

Genevieve

Community Moderator

Andrée Starå

Hi @Cheryl Hishmeh

Couldn’t you use the copy row feature instead of Zapier?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

Cheryl Hishmeh

I am pulling this payment info from our website payments in ECWID. So I use ZAPIER. Do you know how I can duplicate the formula and pull the invoice number to this sheet also?

Andrée Starå

@Cheryl Hishmeh

Ok. Then I understand why you need Zapier.

Do you have anything that is unique for each row that we can use?

You could probably use the JOIN feature to match and collect what you need.

Make sense?

I'd be happy to take a quick look

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, andree@getdone.se)

Cheryl Hishmeh

here is my sumif that is in the first sheet under online payments. I am trying to put the trans type and number from BIP Online payments in the corresponding row in the blue rows that you see in the low picture

*Image removed*

=SUMIFS({Square Payments Range 2}, {Square Payments Range 1}, [Participant ID]442, {BIP Online Payments Range 1}, <=[Group Date]442, {BIP Online Payments Range 1}, >([Group Date]442 - 7))

*Image removed*

Cheryl Hishmeh

I need to probably hide a few columns like you said. How do I pull this down? Sorry.

Andrée Starå

@Cheryl Hishmeh

https://community.smartsheet.com/discussion/64738/faq-how-do-i-post-a-question-edit-or-delete-my-post

Can you maybe share the sheet(s)/copies of the sheet(s)? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)

Genevieve P.

Hi @Cheryl Hishmeh

I've removed the images from this post for you. If this was incorrect and you would still like them to appear, please feel free to post them again.

Cheers,

Genevieve

Community Moderator