Need a formula - filter so 2 columns totalling more than or close to another column only show

bbwq

New Member
Joined
Jun 19, 2020
Messages
2
Office Version
  1. 2010
Platform
  1. Windows
Column I in my excel file shows unpaid invoices. Column K shows uninvoiced items. Column P shows the customer's balance on account . Most of the time, P should be greater than I+K. However we want to be able to easily spot the customer files that are close to or have exceeded the customer's balance on account. The third party program we use to generate the excel table does not give us the opportunity to filter before downloading, so I need to come up with a way to get Excel to only display lines where I+K is greater than OR equal to OR (a percentage) close to being equal to P. Any ideas?
 

Excel Facts

Which lookup functions find a value equal or greater than the lookup value?
MATCH uses -1 to find larger value (lookup table must be sorted ZA). XLOOKUP uses 1 to find values greater and does not need to be sorted.
You can create a help column with a formula like =I2+K2>=P2 and fill it down the column, then, filter on this column.
 
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You can create a help column with a formula like =I2+K2>=P2 and fill it down the column, then, filter on this column.

Thanks so much! Unfortunately they changed the layout of the report over the weekend and made it 'prettier' and also impossible to apply filters to in any way that turns out readable. ? But I still appreciation your answer, particularly as I know that's an idea I'm going to be able to use for future needs!
 
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Perhaps you can hide the help column.
 
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