Excel formula to sum and count unpaid invoices

[rushdhih]

Dear Freinds,

I have spreadsheet that keeps track of invoices, paid, unpaid, and over paid. I want to count the number of UNPAID invoices and the their outstanding values in a given month. After I calculate the amount, i want to pull the values to the pivot. I have tried putting the balance column twice when creating the pivot but have been unsuccesful in getting the correct values.

Any help is greatly appreciated. i have uploaded excel file

thanks in advance
rushdhi

[AliGW]

Welcome to the forum.

Will you please attach a small sample Excel workbook? We are not able to work with or manipulate a picture of one and nobody wants to have to recreate your data from scratch.

Instructions (Please Read Carefully):

1. Make sure that your sample data are REPRESENTATIVE of your real data. The use of unrepresentative data is very frustrating and can lead to long delays in reaching a solution.

2. Make sure that your desired results are also shown (mock up the results manually).

3. Make sure that all confidential data is removed or replaced with dummy data first (e.g. names, addresses, E-mails, etc.).

4. Try to avoid using merged cells as they cause lots of problems.

Unfortunately the attachment icon doesn't work at the moment (it hasn't worked for years, and despite our repeatedly asking the technical team who own the forum to fix it, they can't be bothered to do so), so to attach an Excel file you have to do the following: just before posting, scroll down to Go Advanced and then scroll down to Manage Attachments. Now follow the instructions at the top of that screen.

Please pay particular attention to point 2 (above): without an idea of your intended outcomes, it is often very difficult to offer appropriate advice.

[rushdhih]

Dear Friends,

My desired formula result is : If Invoice status = “UNPAID” and Balance > 0, Then Count number of “UNPAID” and Total all Unpaid. I will be pulling the figures into a pivot table to summarize by month the total outstanding. Please see sample snip below. I have also attached the excel file.

invCapture.PNG

[Glenn Kennedy]

Unchecked as sample file far to big to permit manual checking:

=COUNTIFS(U:U,"Unpaid",T:T,">0")

and

=SUMIFS(T:T,U:U,"Unpaid",T:T,">0")

[PaulM100]

If Invoice status = “UNPAID” and Balance > 0, Then Count number of “UNPAID”

=COUNTIFS(InvoiceData[Invoice Status],"UNPAID",InvoiceData[Balance],">"&0)

and Total all Unpaid

=COUNTIF(InvoiceData[Invoice Status],"UNPAID")