Sum + Collect Formula - without knowing what the collect "criteria" might change to.

Automations 1

Hi,

I'm trying to collect the sum of income received from different sources. However, I don't know what the sources may be as new ones are added. Is there a formula/Solution that can look for all the different income sources and then sum the income amount:

ex:

SSA - $1,100

Pension A - $800

Pension A - $100

SSA - $1,000

I would want the formula to return:

SSA - 2,100

Pension A - 900

If I add Pension B to the first list, then the formula/solution should return Pension B and it's values...

Ramzi K

@Rivky Emert

Here's one way (example):

Column Total formula: =SUMIF(Type:Type, Type@row, Amount:Amount)

I hope this helps.

Ramzi

Ramzi K

@Rivky Emert

Here's one way (example):

Column Total formula: =SUMIF(Type:Type, Type@row, Amount:Amount)

I hope this helps.

Ramzi

Automations 1

@Ramzi K

Cool! thanks.

How would I extract a list so that I don't see duplicate of the payors:

(It can be as a report)

Pension A: 2,100

SSA: 900

Pension B: 500

Ramzi K

@Rivky Emert

Change the formula to =IF(COUNTIF(Type@row:Type$1, Type@row) = 1, SUMIF(Type:Type, Type@row, Amount:Amount))

Note: You can't make it a column formula any more due to direct cell reference "Type$1" so you need to make sure it's always copied down the column.

Then filter your report to only show rows where the Total is "Not Blank"

I hope that helps.

Ramzi