Totals based on conditionals

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psycoperl

Active Member
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Oct 23, 2007
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339
Office Version
  1. 365
  2. 2016
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I am working on a spreadsheet that I use to track Claim Submissions and Claim Payments.
What I am trying to do is in cell I1 to have the following: Total Spend Reimbursement (Claim Amounts (D) that have been marked as Received (F)) Sum of values in Column D where Column F="Y"
Currently I have the calculation in each row, but I just want to have one single value since it is not a number that is dependent on a specific row.


Claims Tracking.xlsx
DEFGHIJ
1$ 1,051.92$ 1,132.08
2 Amount Submitted DateReceived? Total Spend Spend Balance Spend Reimubsement Unallocated Reimbursement
3$ 100.002/13/23Y$ 100.00$ 371.66
4$ 30.002/13/23Y$ 130.00$ 341.66
5$ 16.002/13/23Y$ 146.00$ 325.66
6$ 30.002/13/23Y$ 176.00$ 295.66
7$ 24.382/13/23Y$ 200.38$ 271.28
8$ 30.002/13/23Y$ 230.38$ 241.28
9$ 30.002/13/23Y$ 260.38$ 211.28
10$ 20.002/13/23Y$ 280.38$ 191.28
11$ 2.292/13/23Y$ 282.67$ 188.99
12$ 125.002/13/23Y$ 407.67$ 63.99
13$ 1.492/13/23Y$ 409.16$ 62.50
14$ 32.082/20/2023 (Resub 4/16/2023)$ 409.16$ 62.50
15$ 37.502/25/23Y$ 446.66$ 25.00
16$ 25.002/25/23Y$ 471.66$ -
17$ 50.003/22/2023 (Resub 4/16/2023)$ 471.66$ -
18$ 30.003/22/2023 (Resub 4/16/2023)$ 471.66$ -
19$ 50.003/22/2023 (Resub 4/16/2023)$ 471.66$ -
20$ 12.503/22/23$ 471.66$ -
21$ 2.293/22/23$ 471.66$ -
22$ 21.593/22/23$ 471.66$ -
23$ 20.003/22/23$ 471.66$ -
24$ 200.004/16/23$ 471.66$ -
Claims
Cell Formulas
RangeFormula
G1G1=SUM(D:D)
H1H1=Settings!$B$3-Claims!G1
I3I3=0+IF(F3="Y",D3,0)
J3:J24J3=Settings!$B$5-Claims!I3
I4:I24I4=I3+IF(F4="Y",D4,0)
 

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Unless I'm missing something obvious, isn't just a simple Sumif?
Book1
DEFGHI
1890.12471.66
2 Amount Submitted DateReceived? Total Spend Spend Balance Spend Reimubsement
31002/13/23Y100
4302/13/23Y130
5162/13/23Y146
6302/13/23Y176
724.382/13/23Y200.38
8302/13/23Y230.38
9302/13/23Y260.38
10202/13/23Y280.38
112.292/13/23Y282.67
121252/13/23Y407.67
131.492/13/23Y409.16
1432.082/20/2023 (Resub 4/16/2023)409.16
1537.52/25/23Y446.66
16252/25/23Y471.66
17503/22/2023 (Resub 4/16/2023)471.66
18303/22/2023 (Resub 4/16/2023)471.66
19503/22/2023 (Resub 4/16/2023)471.66
2012.53/22/23471.66
212.293/22/23471.66
2221.593/22/23471.66
23203/22/23471.66
242004/16/23471.66
Sheet1
Cell Formulas
RangeFormula
G1G1=SUM(D:D)
I1I1=SUMIF(F:F,"Y",D:D)
I3I3=0+IF(F3="Y",D3,0)
I4:I24I4=I3+IF(F4="Y",D4,0)


or even just a Max? (taking the second row reference down to more rows than you're likely to need)
Book1
DEFGHI
1890.12471.66
2 Amount Submitted DateReceived? Total Spend Spend Balance Spend Reimubsement
31002/13/23Y100
4302/13/23Y130
5162/13/23Y146
6302/13/23Y176
724.382/13/23Y200.38
8302/13/23Y230.38
9302/13/23Y260.38
10202/13/23Y280.38
112.292/13/23Y282.67
121252/13/23Y407.67
131.492/13/23Y409.16
1432.082/20/2023 (Resub 4/16/2023)409.16
1537.52/25/23Y446.66
16252/25/23Y471.66
17503/22/2023 (Resub 4/16/2023)471.66
18303/22/2023 (Resub 4/16/2023)471.66
19503/22/2023 (Resub 4/16/2023)471.66
2012.53/22/23471.66
212.293/22/23471.66
2221.593/22/23471.66
23203/22/23471.66
242004/16/23471.66
Sheet1
Cell Formulas
RangeFormula
G1G1=SUM(D:D)
I1I1=MAX(I3:I1000)
I3I3=0+IF(F3="Y",D3,0)
I4:I24I4=I3+IF(F4="Y",D4,0)
 
Upvote 0
The idea is that I do not want to have the formulas on each row for column I. because if I add more and more rows, I have to make sure to carry the formulas over. I am trying to prevent that. I was able to achieve that with the other columns (G & H). However, I could not figure out how to add that conditional clause to do it in column I.
 
Upvote 0
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