Sumifs with AND and OR Criteria

Hi,


I'm trying to collect a "Total Amount" if the following criteria is met:

  1. The "Category" is "Banking"
  2. The "Owner" is "Resident"
  3. The "Account Type" is "Checking" or "Savings"


I figured out how to do Criteria 1 and 2. It's Criteria 3 that is getting me stuck. I know I can combine a few different Sumifs formulas together, or create a hidden helper column, but I REALLY don't want to.


Here's what I have so far. Please note that I'm referencing another sheet, hence the {} and not @row.

=SUMIFS({Total Amount}, {Category}, "Banking", {Owner}, "Resident"

Tags:

Answers

Help Article Resources

Want to practice working with formulas directly in Smartsheet?

Check out the Formula Handbook template!