I need help creating a formula using several different criteria and I'm having trouble.
I have a sheet that contains many different customers and contract types. I need to create a summary showing total dollars spent each month by customer and agreement type. I've added a helper column to change my dates to months but I still can't figure out how to sum by agreement type and customer. Does anyone have experience with this? Example of what I'm looking for below.
Amendment Jan -22 Feb-22
Customer A 18,000 10,000
Customer B 5,000 10,000
New Build
Customer A 6,000 4,000
Customer B 3,000 2,000
Thanks for any advice!
Answers
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Are you able to provide a screenshot of the data manually filled in to reflect the outcome you want as well as a screenshot of the source data? It almost sounds like you are going to need a SUMIFS, but I can't be sure without a little more reference/context.
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