Need help figuring out a sum formula.

Kyletok

New Member
Joined
Sep 16, 2017
Messages
47
I have three worksheets: Invoices, Accounts, Groups

The hierarchy works like this -
  • Each Group (row) can have multiple accounts
    • That means that in accounts there's a column specifying group for each row.
  • Each Account (Row) can have multiple Invoices.
    • in the same way, in Invoices there's a column specifying the Account for each row.
  • Invoices are at the bottom of this hierarchy.

In the Groups worksheet I need a column that will show the total amount billed per group (per month). This is where I am stuck... The billed amount is reported in Invoices.

how would I go about doing a sumifs that will collect all the invoice amounts where the account belongs to a specific group? (I am trying to avoid adding columns, if possible)

thanks in advance!
 

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Hi,

SUMIFS will need a group column to compare against the account criteria for sum.

Are you able to post some sample data?
 
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