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Conditional Formatting or Pivot Table??

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    Conditional Formatting or Pivot Table??

    Hello all. Not new to Excel but now in a position where I really have to step up my game. I have attached a screenshot and here is what I am trying to do. The screenshot is of a weekly / monthly expense tracker and I need the data in certain groups of cells to automatically populate another group of cells. Cell E10 and below has a dropdown list and my options are my 3 GL codes. Cell H10 and below has a dropdown list that contains the number of weeks in a month 1-5. On the top of the page the 3 GL codes are listed and each have a weekly and ultimately monthly budget with the actual costs and the variance between the 2.

    I need the sum of all cells in Column E10 & below (GL) to automatically populate the total only associated with the respective week (Column H10 & below) under the respective GL code at the top highlighted in yellow. So for example, there are 6 entries and I need POs 1122 & 5566 to populate cell M6 with the total costs of the 2 combined POs (because those charges are from Week 4 and are both under the "Contracted Services / Other" GL code). And then I need it to keep doing this as more rows are populated.

    I cannot seem to get past where I try to have the cells in columns E&H spit out the correct information in the respective cell at the top where I want them to automatically populate. Any and all help will be greatly appreciated. Thank you.excel help.jpg
    Last edited by TryingMyBest123; 04-26-2024 at 08:10 PM.

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    Forum Guru Pete_UK's Avatar
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    Re: Conditional Formatting or Pivot Table??

    You can use SUMIFS to do this. Something like the following in cell G3:

    =SUMIFS($D$10:$D$20,$E$10:$E$20,F$1,$H$10:$H$20,--RIGHT($E3))

    I can't see your row or column identifiers on your picture, so you might need to do a slight adjustment (it is better to attach a sample Excel workbook, as detailed in your yellow banner at the top of the screen). Copy the formula down, then into columns I and L.

    Hope this helps.

    Pete

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    Re: Conditional Formatting or Pivot Table??

    Thank you Pete_UK, I will try out your suggestion I appreciate it. I re-uploaded the screenshot with the row and column identifiers. Thanks again.

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    Re: Conditional Formatting or Pivot Table??

    Welcome to the forum.

    There are instructions at the top of the page explaining how to attach your sample workbook (yellow banner: HOW TO ATTACH YOUR SAMPLE WORKBOOK). Screenshots are of little practical use as we cannot manipulate them.

    A good sample workbook has just 10-20 rows of representative data that has been desensitised. The sample layout accurately matches that of your real data. It also has expected results mocked up, worked examples where required, relevant cells highlighted and a few explanatory notes.
    Ali


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