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  • Excel help please…
  • DrP
    Full Member

    So i’m doing some accounting… I’ll simplify for simplicity!

    I’ve table 1:
    Column A – cost of item
    Column B – ‘type or expense’ – from a dropdown of 5 predetermined ‘types’.

    I’ve table B:
    Column E – Type of expense (5 rows, same as the dropdown list!)
    Column F – total SUM of this type of expense…..

    Column F is what i’m struggling with. It would be the sum of the costs in Column A, who’s ‘type’ (Column B) matches the ‘type’ in Column E..

    SO that if I change an expense from, say “travel” to “professional fees” it’ll update the “professional fees” SUM in Column F…..

    Help much appreciated! What function/thing do I need? First one to help gets a free ‘checkup’ in the Swinley car park….

    DrP

    allthepies
    Free Member

    SUMIF function ?

    DrP
    Full Member

    Ooh, ta; i forgot that one – I’ll see if it works!

    DrP

    leffeboy
    Full Member

    iirc you can run a pivot table on table 1 to summarise the result by the expense type

    Then you could just use the pivot table as table B

    or if you wanted it in a different order then reference the particular total in the pivot table. That gives you a very fancy formula to paste in

    DrP
    Full Member

    Boom..allthepies..bend over and receive your prize…. you’ve got the one there!

    SUMIF sorted it 🙂

    DrP

    allthepies
    Free Member

    😆

    leffeboy
    Full Member

    for once I’m happy I didn’t get it right 🙂

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