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FORMULA: What Date Matches Sum of Values That = Dollar Amt ?

  1. #1
    Forum Expert Logit's Avatar
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    FORMULA: What Date Matches Sum of Values That = Dollar Amt ?

    .
    Greetings.

    Formulas are my Achilles heel. Certainly wish I understood them better.

    I am trying to find what DATE (Col A) matches with the sum of values in COL C equal to $1,000.00 ... based on the same ID in COL B

    In other words, If NAME ID A generated 500 / 800 & 600 ... what date did the sum of these numbers equal to OR greater than 1000 ?

    Thank you.




    A
    B
    C
    1
    2
    Posting Date
    Name
    Margin
    3
    11/30/2017
    A
    500.00
    4
    1/1/2018
    B
    100.00
    5
    4/2/2018
    A
    800.00
    6
    6/2/2018
    B
    250.00
    7
    3/30/2018
    C
    190.00
    8
    1/4/2018
    C
    1,500.00
    9
    5/4/2018
    A
    600.00
    10
    5/4/2018
    C
    770.00
    11
    4/25/2018
    B
    455.00

  2. #2
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    Re: FORMULA: What Date Matches Sum of Values That = Dollar Amt ?

    Try this:

    =INDEX($A$3:$A$11,MATCH(TRUE,SUMIF(OFFSET($B$3,,,ROW($B$3:$B$11)-2,1),"A",OFFSET($C$3,,,ROW($B$3:$B$11)-2,1))>=1000,0))

    Enter with Ctrl+Shift+Enter

  3. #3
    Forum Expert Pepe Le Mokko's Avatar
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    Re: FORMULA: What Date Matches Sum of Values That = Dollar Amt ?

    @logit
    Looks like some of your dates are text and not real dates... ( some are left-aligned)

    what date did the sum of these numbers equal to OR greater than 1000
    I suppose you mean the first value eventually larger than 1000 ?
    Last edited by Pepe Le Mokko; 09-16-2018 at 03:26 AM.

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    Forum Expert boopathiraja's Avatar
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    Re: FORMULA: What Date Matches Sum of Values That = Dollar Amt ?

    Hi, May be this
    Formula: copy to clipboard
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    with a helper in assuming D3=
    Formula: copy to clipboard
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    Attached Files Attached Files
    Click just below left if it helps, Boo?ath?

  5. #5
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    Re: FORMULA: What Date Matches Sum of Values That = Dollar Amt ?

    .
    Pepe Le Mokko:

    Those three dates were purposely left aligned. Thank you for your contribution.



    Phuocam & boopathiraja :

    Both solutions work very well. Thank you for your contribution.

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