MountainFog
Board Regular
- Joined
- Nov 16, 2023
- Messages
- 140
- Office Version
- 365
- Platform
- 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.
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.
Vendor | Invoice # | Month Ending | Invoice Type | Inv Amount | Cost to Client |
Walmart | 1846132618 | 9/30/2023 | Groceries | $ 99,721.00 | $ 104,707.05 |
Walmart | 4634262989 | 10/31/2023 | Late Fee | $ 3,973.00 | $ 3,973.00 |
Walmart | 9422785653 | 10/31/2023 | Electronics | $ 73,491.00 | $ 77,165.55 |
Walmart | 9879281222 | 10/31/2023 | Sports | $ 98,344.00 | $ 103,261.20 |
Walmart | 8879847125 | 10/31/2023 | Groceries | $ 40,394.00 | $ 42,413.70 |
Walmart | 8684814945 | 11/30/2023 | Electronics | $ 10,118.00 | $ 10,623.90 |
Walmart | 7383414451 | 11/30/2023 | Sports | $ 56,898.00 | $ 59,742.90 |
Walmart | 7147381965 | 11/30/2023 | Groceries | $ 32,783.00 | $ 34,422.15 |
Walmart | 5954753819 | 12/31/2023 | Sports | $ 26,222.00 | $ 27,533.10 |
Walmart | 6841524331 | 12/31/2023 | Electronics | $ 20,760.00 | $ 21,798.00 |
Walmart | 2722824191 | 12/31/2023 | Groceries | $ 81,251.00 | $ 85,313.55 |
Walmart | 4789856372 | 1/31/2024 | Electronics | $ 39,912.00 | $ 41,907.60 |
Walmart | 3418285762 | 1/31/2024 | Sports | $ 50,764.00 | $ 53,302.20 |
Walmart | 9916273979 | 1/31/2024 | Groceries | $ 57,117.00 | $ 59,972.85 |
Walmart | 9888987823 | 2/29/2024 | Sports | $ 53,233.00 | $ 55,894.65 |
Walmart | 2216292814 | 2/29/2024 | Electronics | $ 32,953.00 | $ 34,600.65 |
Walmart | 6173467393 | 2/29/2024 | Groceries | $ 19,606.00 | $ 20,586.30 |
Walmart | 4738125262 | 3/31/2024 | Electronics | $ 13,336.00 | $ 14,002.80 |
Walmart | 5875491832 | 3/31/2024 | Sports | $ 36,549.00 | $ 38,376.45 |
Walmart | 3594253512 | 3/31/2024 | Groceries | $ 22,754.00 | $ 23,891.70 |