Possibly need multiple VLOOKUP, or Index w VLOOKUP?

No workbook attached.

Thanks - sorry for not getting the workbook attached the first time. It seems to be there now.

Yes, I had considered a PivotTable, but this is not my workbook and the owner really wants this format she designed. I may be able to disabuse her of that at some point.

Look at SUMIFS

Not clear to me how tha headings of your data relate to the "roll-upŁ=" categories.

Example

=SUMIFS(C:C,B:B,A1,A:A,C1)

I understand the headings don't clearly match up to the metrics named in the rows where they want the data to be pulled forward (rolled up) but I can figure that out. I just can't see how to get a function that finds the Month and the Emp ID in one operation in order to drop it into the correct cell on the roll up sheet. It seems like I need a function that looks on the Data sheet and finds the Month, the Empl ID and the corresponding result.

The SUMIFS is doing what you want.

=SUMIFS(C:C,B:B,A1,A:A,C1)


BOLD matches Employee, Red matches Month and SUMs column C