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cmillls45

SumIf and Vlookup together?
 
I'm having trouble determining what formula I need, maybe vlookup and sumif together? I've never done that before. I need to get the sum of two numbers in a different tabs but have some criterea. The situation is that a vendor can either pay via check or cash each month. My summary tab as well as my other tab that has the info have all the vendors on them (spelled the same). My vlookup would be by vendor, but there could be payments for 2011 or 2012 (year is a seperate column). I want to sum all 2012 payments (cash and check) by vendor. I don't want to create a pivot table as I want this to auto calculate.

Tab Vendor Year Check Cash
January Smith Company 2012 $100 $200
February Smith Company 2011 $300 $50
March Smith Company 2012 $200 $200

The total on the summary tab for Smith Company for all 2012 payments for the months of Jan - Mar would be $700.

Thanks
Chris

Spencer101

Quote:

Originally Posted by cmillls45 (Post 1605501)
I'm having trouble determining what formula I need, maybe vlookup and sumif together? I've never done that before. I need to get the sum of two numbers in a different tabs but have some criterea. The situation is that a vendor can either pay via check or cash each month. My summary tab as well as my other tab that has the info have all the vendors on them (spelled the same). My vlookup would be by vendor, but there could be payments for 2011 or 2012 (year is a seperate column). I want to sum all 2012 payments (cash and check) by vendor. I don't want to create a pivot table as I want this to auto calculate.

Tab Vendor Year Check Cash
January Smith Company 2012 $100 $200
February Smith Company 2011 $300 $50
March Smith Company 2012 $200 $200

The total on the summary tab for Smith Company for all 2012 payments for the months of Jan - Mar would be $700.

Thanks
Chris

Depending on which version of Excel you're running, you can do this with SUMPRODUCT or SUMIFS.

Although as you have a worksheet for each month a summary worksheet would make things easier.

Happy to help you set this up if you can provide an example workbook.

cmillls45

1 Attachment(s)
Quote:

Originally Posted by Spencer101 (Post 1605503)
Depending on which version of Excel you're running, you can do this with SUMPRODUCT or SUMIFS.

Although as you have a worksheet for each month a summary worksheet would make things easier.

Happy to help you set this up if you can provide an example workbook.

I've got 2010. Here's the file, hopefully the attachment worked. I had to do a zip.

Spencer101

Quote:

Originally Posted by cmillls45 (Post 1605506)
I've got 2010. Here's the file, hopefully the attachment worked. I had to do a zip.

In your sample workbook would Smith (for example) have figures for multiple years on the Jan worksheet? So a 2011 value and a 2012 value?

cmillls45

Quote:

Originally Posted by Spencer101 (Post 1605508)
In your sample workbook would Smith (for example) have figures for multiple years on the Jan worksheet? So a 2011 value and a 2012 value?

I should have been more clear. No each tab would only have one year per vendor.

cmillls45

Can anyone think of a solution?


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