Dynamic Formula Approach to Pivot Table (Don't have access to pivotby)

M

MountainFog

Board Regular
Joined
Nov 16, 2023
Messages
140
Office Version
  1. 365
Platform
  1. Windows
Apologies for the screenshots. I cannot use the tool due to work requirements.

I have a Dynamic Table as below. I'm looking for a formula approach to making a summary table as shown in the screenshots. I was planning on using sum/filter but I would prefer an approach that is completely dynamic that when a new line is added to the table, new columns/ data flows into summary table.

I know that this would most easily be done in PQ or Pivot Tables, but I want something that doesn't have to be refreshed.

VendorInvoice #Month EndingInvoice TypeInv AmountCost to Client
Walmart1846132618
9/30/2023​
Groceries$ 99,721.00$ 104,707.05
Walmart4634262989
10/31/2023​
Late Fee$ 3,973.00$ 3,973.00
Walmart9422785653
10/31/2023​
Electronics$ 73,491.00$ 77,165.55
Walmart9879281222
10/31/2023​
Sports$ 98,344.00$ 103,261.20
Walmart8879847125
10/31/2023​
Groceries$ 40,394.00$ 42,413.70
Walmart8684814945
11/30/2023​
Electronics$ 10,118.00$ 10,623.90
Walmart7383414451
11/30/2023​
Sports$ 56,898.00$ 59,742.90
Walmart7147381965
11/30/2023​
Groceries$ 32,783.00$ 34,422.15
Walmart5954753819
12/31/2023​
Sports$ 26,222.00$ 27,533.10
Walmart6841524331
12/31/2023​
Electronics$ 20,760.00$ 21,798.00
Walmart2722824191
12/31/2023​
Groceries$ 81,251.00$ 85,313.55
Walmart4789856372
1/31/2024​
Electronics$ 39,912.00$ 41,907.60
Walmart3418285762
1/31/2024​
Sports$ 50,764.00$ 53,302.20
Walmart9916273979
1/31/2024​
Groceries$ 57,117.00$ 59,972.85
Walmart9888987823
2/29/2024​
Sports$ 53,233.00$ 55,894.65
Walmart2216292814
2/29/2024​
Electronics$ 32,953.00$ 34,600.65
Walmart6173467393
2/29/2024​
Groceries$ 19,606.00$ 20,586.30
Walmart4738125262
3/31/2024​
Electronics$ 13,336.00$ 14,002.80
Walmart5875491832
3/31/2024​
Sports$ 36,549.00$ 38,376.45
Walmart3594253512
3/31/2024​
Groceries$ 22,754.00$ 23,891.70

1712588986199.png
 

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Fluff.xlsm
ABCDEFGHIJKLMNOP
1VendorInvoice #Month EndingInvoice TypeInv AmountCost to Client30/09/202331/10/202330/11/202331/12/202331/01/202429/02/202431/03/2024
2Walmart184613261830/09/2023Groceries99,721.00104,707.05WalmartElectronics077165.5510623.92179841907.634600.6514002.8
3Walmart463426298931/10/2023Late Fee3,973.003,973.00WalmartGroceries104707.0542413.734422.1585313.5559972.8520586.323891.7
4Walmart942278565331/10/2023Electronics73,491.0077,165.55WalmartLate Fee0397300000
5Walmart987928122231/10/2023Sports98,344.00103,261.20WalmartSports0103261.259742.927533.153302.255894.6538376.45
6Walmart887984712531/10/2023Groceries40,394.0042,413.70
7Walmart868481494530/11/2023Electronics10,118.0010,623.90
8Walmart738341445130/11/2023Sports56,898.0059,742.90
9Walmart714738196530/11/2023Groceries32,783.0034,422.15
10Walmart595475381931/12/2023Sports26,222.0027,533.10
11Walmart684152433131/12/2023Electronics20,760.0021,798.00
12Walmart272282419131/12/2023Groceries81,251.0085,313.55
13Walmart478985637231/01/2024Electronics39,912.0041,907.60
14Walmart341828576231/01/2024Sports50,764.0053,302.20
15Walmart991627397931/01/2024Groceries57,117.0059,972.85
16Walmart988898782329/02/2024Sports53,233.0055,894.65
17Walmart221629281429/02/2024Electronics32,953.0034,600.65
18Walmart617346739329/02/2024Groceries19,606.0020,586.30
19Walmart473812526231/03/2024Electronics13,336.0014,002.80
20Walmart587549183231/03/2024Sports36,549.0038,376.45
21Walmart359425351231/03/2024Groceries22,754.0023,891.70
22
Sheet6
Cell Formulas
RangeFormula
H2:I5H2=SORT(UNIQUE(CHOOSECOLS(FILTER(A2:D100,A2:A100<>""),1,4)),2)
J1:P1J1=TOROW(UNIQUE(C2:C100),1)
J2:P5J2=SUMIFS(F:F,A:A,INDEX(H2#,,1),D:D,INDEX(H2#,,2),C:C,J1#)
Dynamic array formulas.
 
Upvote 0
Solution
Thank you! That's what I ending up doing. Maybe you can shed some light on this. I was under the impression that any of the IFS (SUMIFS, COUNTIFS, etc.) could not take an array as a criteria?
 
Upvote 0
They can take an array as the criteria, but not as the Criteria Range.
 
Upvote 1
This version handles multiple vendors, and creates totals. I'm not sure if you need that, but I worked it out, so here it is.

david763.xlsx
ABCDEFGHIJKLMNOPQ
1VendorInvoice #Month EndingInvoice Type Inv Amount Cost to Client Sum of Cost to Client:Month Ending
2Walmart18461326189/30/2023Groceries$ 99,721.00$ 104,707.05VendorInvoice Type9/30/202310/31/202311/30/202312/31/20231/31/20242/29/20243/31/2024
3Walmart463426298910/31/2023Late Fee$ 3,973.00$ 3,973.00K*MartGroceries$ -$ 15.00$ -$ -$ -$ -$ -
4Walmart942278565310/31/2023Electronics$ 73,491.00$ 77,165.55K*MartSports$ -$ 9.00$ -$ -$ -$ 10.00$ -
5Walmart987928122210/31/2023Sports$ 98,344.00$ 103,261.20K*MartElectronics$ -$ -$ -$ -$ -$ 23.00$ -
6Walmart887984712510/31/2023Groceries$ 40,394.00$ 42,413.70K*Mart Total$ -$ 24.00$ -$ -$ -$ 33.00$ -
7Walmart868481494511/30/2023Electronics$ 10,118.00$ 10,623.90WalmartGroceries$ 104,707.05$ 42,413.70$ 34,422.15$ 85,313.55$ 59,972.85$ 20,586.30$ 23,891.70
8Walmart738341445111/30/2023Sports$ 56,898.00$ 59,742.90WalmartLate Fee$ -$ 3,973.00$ -$ -$ -$ -$ -
9Walmart714738196511/30/2023Groceries$ 32,783.00$ 34,422.15WalmartElectronics$ -$ 77,165.55$ 10,623.90$ 21,798.00$ 41,907.60$ 34,600.65$ 14,002.80
10Walmart595475381912/31/2023Sports$ 26,222.00$ 27,533.10WalmartSports$ -$ 103,261.20$ 59,742.90$ 27,533.10$ 53,302.20$ 55,894.65$ 38,376.45
11Walmart684152433112/31/2023Electronics$ 20,760.00$ 21,798.00Walmart Total$ 104,707.05$ 226,813.45$ 104,788.95$ 134,644.65$ 155,182.65$ 111,081.60$ 76,270.95
12Walmart272282419112/31/2023Groceries$ 81,251.00$ 85,313.55Grand Totals$ 104,707.05$ 226,837.45$ 104,788.95$ 134,644.65$ 155,182.65$ 111,114.60$ 76,270.95
13Walmart47898563721/31/2024Electronics$ 39,912.00$ 41,907.60
14Walmart34182857621/31/2024Sports$ 50,764.00$ 53,302.20
15Walmart99162739791/31/2024Groceries$ 57,117.00$ 59,972.85
16Walmart98889878232/29/2024Sports$ 53,233.00$ 55,894.65
17Walmart22162928142/29/2024Electronics$ 32,953.00$ 34,600.65
18Walmart61734673932/29/2024Groceries$ 19,606.00$ 20,586.30
19Walmart47381252623/31/2024Electronics$ 13,336.00$ 14,002.80
20Walmart58754918323/31/2024Sports$ 36,549.00$ 38,376.45
21Walmart35942535123/31/2024Groceries$ 22,754.00$ 23,891.70
22K*Mart110/31/2023Groceries$ 1.00$ 7.00
23K*Mart210/31/2023Groceries$ 2.00$ 8.00
24K*Mart310/31/2023Sports$ 3.00$ 9.00
25K*Mart42/29/2024Sports$ 4.00$ 10.00
26K*Mart52/29/2024Electronics$ 5.00$ 11.00
27K*Mart62/29/2024Electronics$ 6.00$ 12.00
28
29
30
Sheet9
Cell Formulas
RangeFormula
I3:J12I3=LET(rnga,A2:A30,rngd,D2:D30,c,COUNTA(rnga),s,SEQUENCE(2*c+1),t,IF(s<=c,CHOOSE({1,2},rnga,rngd),IF(s<=2*c,CHOOSE({1,2},INDEX(rnga,s-c,0)&" Total",""),{"zzz",""})),su,SORT(UNIQUE(t)),IF(su="zzz","Grand Totals",su))
K2:Q2K2=TRANSPOSE(SORT(UNIQUE((FILTER(C2:C30,C2:C30<>"")))))
K3:Q12K3=LET(v,A2:A30,me,C2:C30,it,D2:D30,cc,F2:F30,a,INDEX(I3#,0,1),IF(a="Grand Totals",SUMIFS(cc,me,K2#),IF(RIGHT(a,5)="Total",SUMIFS(cc,me,K2#,v,LEFT(a,LEN(a)-6)),SUMIFS(cc,v,a,it,INDEX($I$3#,0,2),me,$K$2#))))
Dynamic array formulas.
Cells with Conditional Formatting
CellConditionCell FormatStop If True
I:ICell Valuecontains "Total"textNO
I1:U2Expression=(I$2<>"")textNO
 
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