Help!

sarai

New Member
Joined
Jun 10, 2011
Messages
2
I am trying to update customer balances for customers sent to third-party collections. I would like to look up payments for these customers and if they are made after the date they were sent to collections, I would like the sum of the payments to be returned. How can I do that without blowing up my spreadsheet?

Thank you!
 

Excel Facts

Create a Pivot Table on a Map
If your data has zip codes, postal codes, or city names, select the data and use Insert, 3D Map. (Found to right of chart icons).
You could use a sumproduct function like such:


=sumproduct((customernamerange=customernamelookup)*(customerpaymentrange))
 
Upvote 0
Thank you :) How can I also add the date critieria? (Only sum those payments made after a certain date).
 
Upvote 0
Thank you :) How can I also add the date critieria? (Only sum those payments made after a certain date).

Do you understand the logic and rationale behind this:

(customernamerange=customernamelookup)

in the formula above? Also, did you look into the possibilities of the * operator, again in the formula above?
 
Upvote 0
Here is the basis of your formula, but it can be tricky to implement since i am just guessing at your specific data. This is the basic concept.

=sumproduct((customernamerange=customernamelookup)*(customerpaymentrange)*(customerDaterange>=customerDatelookup))
 
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