Help for Formula: identify how much is pending in terms of dollar amount.

[lilyalicia1203]

HI there!

I have an excel report that requires frequent updating. My main objective is to identify how much is pending in terms of dollar amount.
There are multiple columns and rows.

Column A is the Claim number, B is the status, C is the Amount pending, and Column D is the due bucket date ( i usually use 1week due , 2weeks due etc)
If column B does have a comment or status- the amount should not be counted as Pending.
If column B is blank, then it goes to the pending bucket list.

Id like to link the data worksheet to the primary worksheet on the same excel file. Above data with column A-C is on worksheet 2 and the pending report is on worksheet 1.

Does it make sense?

Thanks for the tips! Stay safe and Happy Thanksgiving♥

[6StringJazzer]

Welcome to the Forum lilyalicia1203!

Id like to link the data worksheet to the primary worksheet on the same excel file. Above data with column A-C is on worksheet 2 and the pending report is on worksheet 1.

First, you refer to "primary worksheet" and "worksheet 1" and "worksheet 2". Which one is which? We can't help you do that unless we know what you want the target worksheet to look like. The best option is to attach your file (see yellow banner at the top of the page) with an example of both sheets.

Also you title says "conditional formatting" but your question doesn't seem related to conditional formatting. Consider updating your title to something that more accurately reflects your question.

[Richard Buttrey]

Please upload a workbook or a representative cut down copy, anonymised if necessary. It is always easier to advise if we can see your request in its context.

Show a before and after situation with manually calculated results, explaining which information is data and which is results, and if it's not blindingly obvious how you have arrived at your results some explanatory notes as well.

To upload a file click the Go Advanced button at the foot of your post, look underneath the post area for the Manage Attachments section and take it from there.

[lilyalicia1203]

thanks for all your replies. I have attached a sample report for your reference.

[6StringJazzer]

This formula in H3 and fill down:

Please Login or Register  to view this content.

Unfortunately your file only has one sheet, instead of the two you described, so you will have to adjust the solution for your actual file.

[lilyalicia1203]

oh wooow, thank you so much 6StringJazzer. You made my day.

ive added another worksheet and i cant use the same formula..please help 6StringJazzer

[AliGW]

Administrative Note:

Welcome to the forum.

We would very much like to help you with your query, however the thread title does not really convey what your request is about. Tell us what you are trying to do, not how you think it should be done.

Please take a moment to amend your thread title. Make sure that the title properly explains your request. Your title should be explicit and not be generic (this includes function names used without an indication of what you are trying to achieve).

Please see Forum Rule #1 about proper thread titles and adjust accordingly. To edit the thread title, open the original post to edit and then click on Go Advanced (bottom right) to access the area where you can edit your title.

(Note: this change is not optional. As you are new here I have done it for you thus time.)

[6StringJazzer]

When posting a file to illustrate a question, your file should be as close as possible to your real file.

You need to spend some time learning the very basics of Excel formulas. When you refer to cells on another sheet, you must qualify it with the sheet name.

Use this formula in cell B2 and copy down:

Please Login or Register  to view this content.