SUMIF - Include/Exclude Variables From a List

torourke17

New Member
Joined
Jan 12, 2018
Messages
12
Office Version
  1. 365
  2. 2019
Platform
  1. Windows
My billing department does a rough job at breaking down certain expenses into various categories. As a result, I designed a workbook to look at the data behind the invoice and create a revised allocation based on including and excluding certain terms within the description. The list of terms can change month to month, so I'd like my Sumif function to reference a list of inclusions/exclusions.

Can this be done?

The formula I have right now builds in the exclusions (ex: "Vendor Pricing Services" or "Items Mailed")

=ROUND(SUMIFS('Excel Invoice Drop'!$Q:$Q,'Excel Invoice Drop'!$E:$E,$L12,'Excel Invoice Drop'!$I:$I,$C$3,'Excel Invoice Drop'!$N:$N,$E$10)+SUMIFS('Excel Invoice Drop'!$Q:$Q,'Excel Invoice Drop'!$E:$E,$M12,'Excel Invoice Drop'!$I:$I,$C$3,'Excel Invoice Drop'!$N:$N,$E$10,'Excel Invoice Drop'!L:L,"<>*Vendor Pricing Services*",'Excel Invoice Drop'!M:M,"<>*Items Mailed*"),2)

Thoughts?
 

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From your description, I was expecting your formula to check a single column against a list of inclusions/exclusions.

But your formula tests column L against "Vendor Pricing Services" and column M against "Items Mailed". Is that the intention? Four items on a list --> test four consecutive columns?
 
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