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Lookup and sum multiple values based on a single criteria in multiple sheets.

  1. #1
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    Lookup and sum multiple values based on a single criteria in multiple sheets.

    Hi

    Every time I receive an estimate/invoice for work to be undertaken, I add it to an excel sheet (Invoices) that captures relevant information about that piece of work e.g. which department it's for, what initiative it relates to, etc.

    What I would like to be able to do is add another sheet (Budget) to the beginning of the workbook that lists each initiative and it's individual budget and shows me how each project is performing against budget.

    Essentially, I need to build a formula that:
    - Takes a single text value in sheet Budget
    - Looks up occurrences of that text value in sheet Invoices
    - Totals the sum of all the related numerical values for that text value (that will be on the same row, but in a different column)

    I hope that makes sense. Attached is a spreadsheet that hopefully makes it clearer.

    I'm sure this is terribly simple, but it's been stumping me for days and I'd appreciate any help available. I've searched the forum and came up with a formula that used indexes and arrays, but I can't get the bloody thing to work!

    Many thanks in advance

    paul
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  2. #2
    Forum Expert Ron Coderre's Avatar
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    Re: Lookup and sum multiple values based on a single criteria in multiple sheets.

    I *think* this regular formula, copied down, does what you want:
    Please Login or Register  to view this content.
    With your data, the total for "Need Periods (A)" is: 500

    Is that something you can work with?
    Ron
    Former Microsoft MVP - Excel (2006 - 2015)
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  3. #3
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    Re: Lookup and sum multiple values based on a single criteria in multiple sheets.

    Ron - oh my god. I can't believe it was that 'simple'. I was completely over-complicating it.

    You are a legend. Thank you.

    paul

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