SUMIF(s) inquiry

Hello- I have a series of tables that I would like to make a 'dashboard' sheet for. Essentially, I am trying to make the dashboard sum up the amount every time an option from a drop down column is used; i.e. the user chooses "Cat Food" and then the cost in the cell immediately to the right. The current set up is (across multiple sheets and tables):


Column 'A' drop down options

Column 'B' through 'E' are the amounts.


What I would like to do is sum up each individual option's amount per sheet on the summary sheet.


Thank you in advance.



iMac 24″, macOS 12.1

Posted on Jan 23, 2022 1:28 PM

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Question marked as Top-ranking reply

Posted on Jan 24, 2022 11:17 PM

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Hi C&C


Here is a pair of tables, based on the models in your screenshot. There are three in this 'pair' for reasons discussed below.



Table 1 is your data table, on which expenditures by C1 are recorded in Columns B and D, expenditures by C15 are recorded in columns C and E, and the location of each expenditure is recorded in column A, using the abbreviations/codes in column 1 and row 1 of the two Summary tables


There are no formulas on this Table.


The table Summary Vert lists codes for all of the locations in column A.


There are two formulas on this table, differing only in the colum letters shown in bold type.


Cell B2: SUMIF(Table 1::A,A2,Table 1::B)+SUMIF(Table 1::A,A2,Table 1::D)


Cell C2: SUMIF(Table 1::A,A2,Table 1::C)+SUMIF(Table 1::A,A2,Table 1::E)


Both formulas are filled down to the last row containing a category code in column A.



The table Summary Horz is a duplicate of Summary Vert.

After making the duplicate, click on a cell to activate the table, then click once on the circle at the intersection of the column and row reference tabs to select the whole table.

Go to the Table menu and choose Transpose rows and columns.


To calculate a grand total of expenditures of each person:


Summary Vert: Add a Footer row to the table. Enter this formula in the Footer cell of column B, then fill it right into column C:


SUM(B)


Summary Horz: Insert a Header column between the current columns A and B. Enter this formula in the Header column cell B2: SUM(2:2)

Fill down to B3.


Regards,

Barry

10 replies
Question marked as Top-ranking reply

Jan 24, 2022 11:17 PM in response to cookies-and-creme

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Hi C&C


Here is a pair of tables, based on the models in your screenshot. There are three in this 'pair' for reasons discussed below.



Table 1 is your data table, on which expenditures by C1 are recorded in Columns B and D, expenditures by C15 are recorded in columns C and E, and the location of each expenditure is recorded in column A, using the abbreviations/codes in column 1 and row 1 of the two Summary tables


There are no formulas on this Table.


The table Summary Vert lists codes for all of the locations in column A.


There are two formulas on this table, differing only in the colum letters shown in bold type.


Cell B2: SUMIF(Table 1::A,A2,Table 1::B)+SUMIF(Table 1::A,A2,Table 1::D)


Cell C2: SUMIF(Table 1::A,A2,Table 1::C)+SUMIF(Table 1::A,A2,Table 1::E)


Both formulas are filled down to the last row containing a category code in column A.



The table Summary Horz is a duplicate of Summary Vert.

After making the duplicate, click on a cell to activate the table, then click once on the circle at the intersection of the column and row reference tabs to select the whole table.

Go to the Table menu and choose Transpose rows and columns.


To calculate a grand total of expenditures of each person:


Summary Vert: Add a Footer row to the table. Enter this formula in the Footer cell of column B, then fill it right into column C:


SUM(B)


Summary Horz: Insert a Header column between the current columns A and B. Enter this formula in the Header column cell B2: SUM(2:2)

Fill down to B3.


Regards,

Barry

Jan 24, 2022 7:19 PM in response to cookies-and-creme

HI C&C,


I'm going to repeat Yellowbox's advice to take a(nother) look at the Personal Budget template.


The Transactions table in this template corresponds to the large table in your screen shot.


The Summary by Category table corresponds to the three row table under the larger table in your screen shot…

…and does so even more if the rows and columns are transposed.

(The blue warning; triangles are there because transposing rows and columns can disrupt some types of formula. They disappear if the formula is opened (two clicks on the cell) then confirmed (click on the green checkmark).


The major difference between thePersonal Budget template is that PB is tracking spending by a single person, while your table ins intended to track spending by two individuals, and implies, by the single "Where" column, that both parties will be spending at the same locations, and possibly the same number of times at each as the other.


If that's what you are doing, then formulas for rows two and three of the summary table are going to be relatively simple:


Row 1 will be a header row, and will contain the 16 category names used for tracking.

Column A will be a header column and will contain the names "C1" in A2 and "C15" in A3.


The large table will be named "Data".


Cell B2 of Summary will contain the formula: SUMIF(Data::$A,B$1,Data:$:B)

Cell B3                       will contain the formula: SUMIF(Data::$A,B$1,Data:$:C)


The trnsposition of the sumary table will likely cause editing to be needed after filling the formula into the rest of the columns.


More later.


Regards,

Barry


)





Jan 23, 2022 4:10 PM in response to cookies-and-creme

Hi C&C,



I'm not getting a clear picture of the setup of your document.


Can you provide some detail and clarification.


Your tables, it seems are of two types:


Data tables, consisting of five columns and an unspecified number of rows.


On this table, "the user chooses (an item from the pop-up menu cell in column A) and then the cost in the cell immediately to the right."


Does this mean " 'and then the user chooses' the cost 'from a second pop-up menu' in the cell immediately to the right"?


What "amounts" go into the cells in this row of columns C, D and E? Are the amounts n the four columns all the same type, or are they different types?


A Summary table to sum the 'amount per sheet' for each item listed on one or more of the pop-up menus of the Data table(s)


How many Data tables will there be?

How many items will there be?


Is any calculation to be done on the Data tables?


Is the summary table to calculate only the total cost for purchases of each item, or to also count the number of times it was chosen and/or the average cost per purchase of that item.


Regards,

Barry

Jan 24, 2022 4:47 PM in response to Barry

Barry-


Thank you for your response. Below are two images of the tables in question. Under the "Where" column is the drop down menu initially mentioned, the column titles are examples. Under the "1/15/C1/C15" columns is the amount input and these tables are in multiple sheets. What I want to do (and I am certain that it is "SUMIFS") is any cell that reads "Cat Food" for example is added (summed) and the amount is placed in the appropriate cell on the summary sheet (the image with the empty bar chart).


I am essentially trying to make a chart of where and how much money is spent between myself and another (the "C" in the "C1 and C15") through the year.


Please let me know if there's anything else that I can do to clarify what I am trying to do and any responses to that.


Thank you for your time and please have a good day.


Jan 24, 2022 4:51 PM in response to Yellowbox

Hi Ian-


Thank you for your reply. I looked at that particular template before wandering off in the direction that I find myself in; I don't think that the personal Budget template didn't quite display what I want to do. This could be user error. I made my own "spreadsheet" and now find myself slightly stuck, thus the initial question.

I responded to Barry about what I am trying to do.


Please have a good day.


Jan 25, 2022 4:55 PM in response to Barry

Barry-


Good evening and thank you, so much. Everything you had was perfection personified. As soon as I read your explanation AND transposed the Personal Budget table- it was like the most brilliant light lit off in my head. I understand very clearly now what needs to be done. I guess this is why you are THE Guru.

Thank you again for everything.


Please have a good evening.

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