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Using a lookup & a sumif / countif in same formula

  1. #1
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    Using a lookup & a sumif / countif in same formula

    Hi Guys,

    I have a spreadsheet that have a large amount of info regarding unapproved invoices on it. What I want to do is summarise this in the format below:

    Joe Bloggs
    Invoices on Hold:
    Invoices for Approval:
    Days assigned:
    <7
    8-14
    15-28
    >28

    So the name will be picked from a data validation list - that much is easy - but then what I'd like to do is to look up the name on the main data sheet & count the number of invoices with a status of 'on hold' for the person selected. Similarly I'd this like to count the number of invoices that have a status of 'for approval' & split them by how long they have been assigned to the relevant person (I can calculate this number on the main data sheet).

    Do I need an array formula for this or is it even possible?

    Thanks

    Anthony

  2. #2
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    Re: Using a lookup & a sumif / countif in same formula

    Yes indeed. And even easier than formulae, (assuming your data is in a normalised two dimensional table with field header labels in each column) then a Pivot Table will be far easier and much more useful.
    Richard Buttrey

    RIP - d. 06/10/2022

    If any of the responses have helped then please consider rating them by clicking the small star icon below the post.

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    Re: Using a lookup & a sumif / countif in same formula

    Would I not still need a formula to count the number of invoices on hold for each person & to count the number assigned between say 15 & 28 days?

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    Re: Using a lookup & a sumif / countif in same formula

    Richard,

    I see where your thinking is coming from - & it does solve the first part. My issue is that in the table I suggested above the 'Invoices on Hold' & 'Invoices for Approval' are calculated in one column on the main data sheet whereas the other 4 would be a calculated column (i.e. Today() - date assigned) so therefore could I set up a pivot table to show these as I'd like to above?

  5. #5
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    Re: Using a lookup & a sumif / countif in same formula

    Hi,

    I'm slightly confused. Your post #1 says that you have separate columns for Invoices On Hold and On Approval which is at odds with your statement in #4.

    Perhaps itg would be best to upload the workbook.

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