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Combined Vlookup and SumIfs

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    Combined Vlookup and SumIfs

    I know there is a faster way to do this and need help – been trying to figure a formula for this for a while and getting nowhere.

    See attached for reference. I have 2 files and need to populate info in one based on another (am thinking I need to combine a Vlookup with a Sumifs?). I need to populate the blank fields in the Sample 1 tab on the attached file (# of invoices, # of Inv Lines, Value of Invoices). I can use the company ID field as the lookup. So for example, the # of invoices for Company ID 1 is 2 because although ID1 appears several times on the Sample 2 tab, there are only 2 invoices (invoice 3101 has multiple lines). For # of lines, it would be 5 for each record, and for value it would be 6 (sum of the Price field). The attached is only a small snip of the data – there are many thousands of rows. I can manipulate things using delete duplicates and by sorting and filtering but it would still be a time consuming task and there must be a formula/s (that I can’t figure out) to make this quick. Any help is appreciated.

    Thank you.
    Attached Files Attached Files

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    Re: Combined Vlookup and SumIfs

    Assuming there is always a Line Item 1 on each invoice, you can use:
    Formula: copy to clipboard
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    Trevor Shuttleworth - Retired Excel/VBA Consultant

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    Re: Combined Vlookup and SumIfs

    maybe a PivotTable with filtering non-existing values

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    Re: Combined Vlookup and SumIfs

    You're beautiful. Thank you.

    One question though - I got it if they are in the same workbook on 2 tabs but what if there are 2 separate workbooks?

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