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Sum formula with multiple cases (Filters)

  1. #1
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    Question Sum formula with multiple cases (Filters)

    Hi everyone, this is my first post here. So let me explain everyone what I'm doing right now.

    spreadsheet help.JPG

    So as you can see here in the screenshot I uploaded. I'm trying to do a formula with just 3 filters that are in the top (the data validation ones), so those are: Owner, could be "Josh, "Evan" or "Blank" which means, both of them; Open Position, this cannot be blank, should be "no" or "yes"; last but not least, Trading Month, so which means the months of records in the trading platform. Right now we have been trading for almost 6 months. So the options in that could be month 1 - 6 or even "blank", so it could be a sum of all the records we have.

    This formula should be apply to the first 4 columns, starting with Bought QTY Column. And to be honest, it could be just with the Column Bought QTY I can try and figure it out for the other columns.

    So I know I can make like a big formula just with multiple IFS (like I'm doing with my formula in the top of the screenshot), but it could take me a lot of time just doing a specific formula for each case. Because there is a lot of cases that could be, because of the amount of filters we have.

    data example.JPG

    And that last screenshot is an example of the data I have in other tab.

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    Re: Sum formula with multiple cases (Filters)

    Hello,
    Fast answers need clear examples. Post a small Excel sheet (not a picture) showing realistic & representative sample data WITHOUT confidential information (10-20 rows, not thousands...) and some manually calculated results. Just before posting, scroll down to GO ADVANCED, click, and then scroll down to MANAGE ATTACHMENTS and click again. Now follow the instructions at the top of that screen.

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    Re: Sum formula with multiple cases (Filters)

    I'm so sorry for late reply, I've been really busy, but now I have plenty of time to figure out this! So I made the example you requested in a file with 3 types of cases that could be. I made it separately so everyone could understand it better. By the way, the formula are separately but it will be great that could be merge in one simple formula if that is possible.
    Attached Files Attached Files

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    Re: Sum formula with multiple cases (Filters)

    With a minor change in layout, to facilitate ONE formula for the whole lot...

    =SUMIFS(IF(MATCH(B$4,Data!$D$1:$F$1,0)=1,Data!$D:$D,Data!$F:$F),Data!$A:$A,IF($C$2="All","<>",$C$2),Data!$C:$C,B$3,Data!$B:$B,$A5,Data!$H:$H,IF($E$2="All","<>",$E$2),Data!$G:$G,IF($G$2="All","<>",$G$2))
    Attached Files Attached Files
    Glenn




    None of us get paid for helping you... we do this for fun. So DON'T FORGET to say "Thank You" to all who have freely given some of their time to help YOU

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    Re: Sum formula with multiple cases (Filters)

    OMG, Gleen. It worked! Thank you so much. I didn't know about the Match function. I'll need to make a research to learn how to use that. I appreciate your help, Gleen. Thank you!

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    Forum Moderator Glenn Kennedy's Avatar
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    Re: Sum formula with multiple cases (Filters)

    You're welcome.



    If that takes care of your original question, please select "Thread Tools" from the menu link above and mark this thread as SOLVED.

    It'd also be appreciated if you were to click the Add Reputation button at the foot of any of the posts of all members who helped you reach a solution.

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