Populate the "amount" columns based off of certain criteria

MNexcel

New Member
Joined
Jul 28, 2019
Messages
11
Office Version
  1. 2021
Platform
  1. Windows
Good afternoon,

I am hoping to find some help with creating a formula to help pull in criteria that is needed to help save me some time from formatting to pull in data.

Essentially, in the attached sheet you have the fields and list listed below: Gtd, NG, and CB and I have to the cell of the right of them the data that I would like pulled into the cell to the right of those.

I did try doing a SUMIF, IF, and even attempted an AND formula within an SUMIF formula but I couldn't perfect it so I couldn't get it to be effective.

Also, I was hoping as some of these sheets I struggle with building if anyone has any tips with what could help my growth in this as I like building things like this to help some of my stuff.

Please let me know if anything else is needed.

Thanks for all the help!

Gtdconsists of the value that has "electronic check" and NO value found in the "customer ID" column
NGconsists of the value that has "electronic check" and values in the "customer ID" in column C
CBanything other than electronic check: American Express, Discover, MasterCard, and Visa

Payment TypeChargeback AmtCustomer ID
American Express
-51.8​
614474475228751000​
Discover
-16​
745268008223924000​
Discover
-16.95​
750028235793892000​
Electronic Check
-25​
Electronic Check
-1253.62​
733855724702287000​
MasterCard
-26.87​
752868452826416000​
VISA
-15​
746352609481368000​
VISA
120​
743955403115242000​
VISA
-25​
752905043308578000​
 

Excel Facts

Which lookup functions find a value equal or greater than the lookup value?
MATCH uses -1 to find larger value (lookup table must be sorted ZA). XLOOKUP uses 1 to find values greater and does not need to be sorted.
does the following do what you want

Book1
ABCDEFG
1Payment TypeChargeback AmtCustomer IDGTDNGCB
2American Express-51.8614474475228751000-25-1253.62-1
3Discover-16745268008223924000
4Discover-16.95750028235793892000
5Electronic Check-25
6Electronic Check-1253.62733855724702287000
7MasterCard-26.87752868452826416000
8VISA-15746352609481368000
9VISA120743955403115242000
10VISA-25752905043308578000
11Other-1
Sheet1
Cell Formulas
RangeFormula
E2E2=SUMIFS(B2:B10,A2:A10,"Electronic Check",C2:C10,"")
F2F2=SUMIFS(B2:B10,A2:A10,"Electronic Check",C2:C10,"<>")
G2G2=SUMIFS(B:B,A:A,"<>electronic check",A:A,"<>american express",A:A,"<>discover",A:A,"<>mastercard",A:A,"<>visa")
 
Upvote 0
The only thing I am finding wrong with this is this formula should be containing all things but "Electronic Checks". The amount that should populate from this would be -31.62. Any thoughts?
G2G2=SUMIFS(B:B,A:A,"<>electronic check",A:A,"<>american express",A:A,"<>discover",A:A,"<>mastercard",A:A,"<>visa")
 
Upvote 0
I corrected it with the below formula since it's all cc types and electronic checks..

=(SUMIFS(M2:M128,F2:F128,"<>electronic check"))*-1
 
Upvote 0
Another random question too. I'm looking to have a value input whether it's less than -99.99 or greater than 99.99 and matches a specific name, for the sake of this, let's say it's my username. Here is the formula I've got thus far, but how do I incorporate also ensuring it pulls in the value if it's less than -99.99 or greater than 99.99. Any thoughts on this?

=(SUMIFS(M2:M5,AA2:AA5,"=MNexcel"))*-1
 
Upvote 0
sorry not following, it may also be best to start a new thread , as its a new question, more members will view then
 
Upvote 0

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