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Need assistance to sum data based on multiple match criteria

  1. #1
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    Excel 2007
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    Need assistance to sum data based on multiple match criteria

    Hi, I am hoping someone can help me with the following: I have 1 detail sheet that will have all manual trade inputs. I am trying to create individual sheets for each entity/fund ticker combo that will sum up all of the purchases and all of the redemptions for that entity/fund ticker that happened on each day (so basically it needs to sum all 4 criteria that is matched). I attached a workbook example of what I am trying to create. The USA1_AAAXX is the sheet I am trying to have sum all of the purchase and redemption activity from the detail sheet.

    I have no idea where to begin, initial thought was some type of sumif/index/match formula, but I couldn't get anything to work. Please help!!

    Thanks!

    book4.xlsx

  2. #2
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    Re: Need assistance to sum data based on multiple match criteria

    Try sumifs function. Drag it across then down

    =SUMIFS('Detail Sheet'!F$4:F$12,'Detail Sheet'!$A$4:$A$12,USA1_AAAXX!$A5,'Detail Sheet'!$B$4:$B$12,USA1_AAAXX!$B$1,'Detail Sheet'!$D$4:$D$12,USA1_AAAXX!$B$2)
    Last edited by JieJenn; 11-01-2012 at 12:05 PM.

  3. #3
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    Re: Need assistance to sum data based on multiple match criteria

    Thanks!! Guess I was overcomplicating it

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