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Help with nested IF and SUMIF

  1. #1
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    Help with nested IF and SUMIF

    Hi,
    can somebody please help me with this?

    I am trying to build a personal budget report as visible in the image attached.

    What I would like to do is the following:
    - list all the item expenses on a daily basis, as you can see in columns I,J,K,L
    - then, create a formula such that:- if the value of the month (column I) is the same as the title of the monthly table (for September it would be cell "A2", for October cell "A27" and so on)- the values in the column "Actual Cost" report the sum of all the cost of the items whose "description" in column K matches the "description" in column A

    What I did was:

    I tried with the formula =IF(I:I=$A$2;SUMIF(K:K;A:A;L:L);0)

    What my problem is:
    as you can see from the image, the problem is that the formula seems to work 'horizontally' in the sense that when I stop adding values for my expenses in column I to L, the formula is not able to report relevant expenses in the table on the left. For instance, because on September 14 and 21 I included a cost of 32 and 42 with the description 'Extras', I would expect the sum of the two (74) to be reported in cell "D22" as the corresponding total value for the Actual Cost of the Extras.

    Thanks for any help you can provide.
    Attached Images Attached Images

  2. #2
    Forum Expert Fotis1991's Avatar
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    Re: Help with nested IF and SUMIF

    Hi and welcome to the forum.

    One thing is sure: SUMIF, can not work in this way.

    Pls, upload a small sample workbook to work on it.
    Regards

    Fotis.

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  3. #3
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    Re: Help with nested IF and SUMIF

    Thanks Fotis,
    please find attached the workbook i am working on.

    Best,
    Attached Files Attached Files

  4. #4
    Forum Expert Fotis1991's Avatar
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    Re: Help with nested IF and SUMIF

    In D29 and copy down.

    =SUMIFS($L$4:$L$20;$I$4:$I$20;$A$27;$K$4:$K$20;A29)

    If you have to do, change the semi colons in my formula to comma.

    Is this, works for you?

  5. #5
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    Re: Help with nested IF and SUMIF

    Perfect. It works now.

    Thank you very much, indeed!

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