Best formula to use to pull in values with 2 true criteria's

Steph_pmg

New Member
Joined
Jun 29, 2018
Messages
10
I am adding values together from 2 different sheets based on 1. date (in its own column) AND 2. if the description contains "AP" or "CD" (In another column) to populate on a summary tab.

I have tried the following formulas:
For my values containing AP or CD
1. =SUMPRODUCT(('GL Pivot'!B9:B405=Summary!A11)*('GL Pivot'!C9:C405="*AP*")*('GL Pivot'!C9:C405="*CD*")*('GLPivot'!E9:E405))

2. =INDEX('GL Pivot'!$B$4:$E$84,MATCH(A12,'GL Pivot'!B7:$B$84,0),4)+SUMIF('GL Pivot'!C:C,"*CD*",'GL Pivot'!E:E)

For my values containing 201 or 501
1. =SUMIF('Bank Pivot'!$A:$A,A22,'Bank Pivot'!$D:$D)+SUMIF('Bank Pivot'!$A:$A,$B$8,'Bank Pivot'!$D:$D)+SUMIF('BankPivot'!$A:$A,$C$8,'Bank Pivot'!$D:$D)

SUMIF is performing an "or" and not giving me all the data.
INDEX MATCH is returning the total number and not the amount based on criteria
SUMPRODUCT is returning ZERO and not the amount based on criteria

How can I get any of the formulas to total amounts based on a daily date and that also include certain text in the description column from a different tab onto my main summary tab per date?
 

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I could only achieve this with a helper column for AP or CD

On Sheet2, I used this in Column E, checking column D with cells containing AP or CD, which resulted in 1 or 0;
Code:
=SUMPRODUCT(--ISNUMBER(SEARCH({"*AP*","*CD*"},D2)))


Then on Sheet1 I have dates in Column B;
Code:
=SUMPRODUCT(--(Sheet2!A2:A16=Sheet1!B3),--(Sheet2!E2:E16=1),(Sheet2!B2:B16+Sheet2!C2:C16))


This returned a total figure for Columns B + C, if the Sheet1 dates matched the Sheet2 rows Date & cells containing AP or CD.
 
Last edited:
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