Sumif vs Sumproduct

[jlkirk]

In column A I have Account Names (A,B,C); they are listed randomly in rows 1-100. In column B I have dollar amounts (different for each account listed in column A). In each cell in column C I have text that includes the words "SALES" and "SHRS". In each cell in column D there is either an "S" or an "L".

What I would like to do in column F is insert the dollar amounts in column B when (i) the cell in column C contains the words "SALES" and "SHRS", and (ii) the cell in column D contains an "L"

Therefore, for example, if B1 was $100, C1 contained "SALES" and "SHRS" (among other verbiage), and cell D1 contained an "L", then F1 would be populated with $100; if, continuing the example, if D1 contained an "S", cell F1 would be blank or empty.

Any help?

I think its a sumproduct issue, but cant figure out how to use the wildcards.

 

[etaf]

are you summing the values - or just copying say from B2 to F2

have text that includes the words "SALES" and "SHRS".

is that an OR or AND as shown

=IF( AND(D1="L", isnumber(Search(C1,"sales",1)),isnumber(Search(C1,"SHRS",1))), B1, "")


Therefore -

A SMALL sample spreadsheet, around 10-20 rows, would help a lot here, with all sensitive data removed, and expected results mocked up and manually entered, with a few notes of explanation.

This will possibly enable a quicker and more accurate solution for you.

MrExcel has a tool called “XL2BB” that lets you post samples of your data and will allow us to copy/paste your sample data into our Excel spreadsheets, saving a lot of time.

XL2BB - Excel Range to BBCode

Excel 'mini-sheet' in messages - XL2BB Although experts prefer to read your description and question instead of working in your actual file to solve your problem, there are times that it is difficult to explain an issue without providing actual...

www.mrexcel.com

You can also test to see if it works ok, in the "Test Here" forum.

Test Here

Use this forum to test your signature, learn bbcode, smilies, XL2BB, etc. Threads in this forum are automatically deleted after no replies for seven (7) days

www.mrexcel.com

OR if you cannot get XL2BB to work, or have restrictions on your PC

then put the sample spreadsheet onto a share

I only tend to goto OneDrive, Dropbox or google docs , as I'm never certain of other random share sites and possible virus.
Please make sure you have a representative data sample and also that the data has been desensitised, remember this site is open to anyone with internet access to see - so any sensitive / personal data should be removed

Make sure you set any share or google to share to everyone

 

[jlkirk]

In column A I have Account Names (A,B,C); they are listed randomly in rows 1-100. In column B I have dollar amounts (different for each account listed in column A). In each cell in column C I have text that includes the words "SALES" and "SHRS". In each cell in column D there is either an "S" or an "L".

What I would like to do in column F is insert the dollar amounts in column B when (i) the cell in column C contains the words "SALES" and "SHRS", and (ii) the cell in column D contains an "L"

Therefore, for example, if B1 was $100, C1 contained "SALES" and "SHRS" (among other verbiage), and cell D1 contained an "L", then F1 would be populated with $100; if, continuing the example, if D1 contained an "S", cell F1 would be blank or empty.

Any help?

I think its a sumproduct issue, but cant figure out how to use the wildcards.

I tried this and it seems to work:

=sumif(B1,C1,"*SALES*",C1,"*SHRS*",D1,"L")

 

[etaf]

ok, glad it works for you

 

[jlkirk]

thanks

 

[jlkirk]

ok, glad it works for you

One further twist: what if in column Z i had listed the dates of each transaction in MM/DD/YYYY" format. What would I add to the formula to "isolate" only certain months, say January?

ok, glad it works for you

 

[etaf]

you could use

jlkirk​

not sure how the sumif() type of formula worked
but would need a SUMIFS() - i suspect a type

SUMIFS()

=sumifs(B1,C1,"*SALES*",C1,"*SHRS*",D1,"L")
and add a date range for Z


BUT do you now what to add up a range and NOT just 1 cell

=SUMIFS(B1,C1,"*SALES*",C1,"*SHRS*",D1,"L",Z1,">="&DATEVALUE("1/1/24"),Z1,"<="&DATEVALUE("31/1/24"))

 

[etaf]

=SUMIFS(B1,C1,"*SALES*",C1,"*SHRS*",D1,"L",Z1,">="&DATEVALUE("1/1/24"),Z1,"<="&DATEVALUE("31/1/24"))

=IF(AND( Z1>=DATEVALUE("1/1/24"),Z1<=DATEVALUE("31/1/24"),D1="L",ISNUMBER(SEARCH("sales",C1,1)),ISNUMBER(SEARCH("SHRS",C1,1))),B1,"")

 

[etaf]

SEE A1 AND A2

Book1
	A	B	C	D	E																				Y	Z
1	12	12	sales SHRS	L																						1/2/24
2	12
3
4
5
Sheet1

Cell Formulas
Range	Formula
A1	A1	=SUMIFS(B1,C1,"*SALES*",C1,"*SHRS*",D1,"L",Z1,">="&DATEVALUE("1/1/24"),Z1,"<="&DATEVALUE("31/1/24"))
A2	A2	=IF(AND( Z1>=DATEVALUE("1/1/24"),Z1<=DATEVALUE("31/1/24"),D1="L",ISNUMBER(SEARCH("sales",C1,1)),ISNUMBER(SEARCH("SHRS",C1,1))),B1,"")

 

[jlkirk]

SEE A1 AND A2

Book1
	A	B	C	D	E																				Y	Z
1	12	12	sales SHRS	L																						1/2/24
2	12
3
4
5
Sheet1

Cell Formulas
Range	Formula
A1	A1	=SUMIFS(B1,C1,"*SALES*",C1,"*SHRS*",D1,"L",Z1,">="&DATEVALUE("1/1/24"),Z1,"<="&DATEVALUE("31/1/24"))
A2	A2	=IF(AND( Z1>=DATEVALUE("1/1/24"),Z1<=DATEVALUE("31/1/24"),D1="L",ISNUMBER(SEARCH("sales",C1,1)),ISNUMBER(SEARCH("SHRS",C1,1))),B1,"")

They seem to work...just a question: could you use some form of say "Month(Z1)=1" or "Month(Z1)=Month(AA1)" where AA1 is a date like "January 2024"