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excelexcel-formulaformulas
Jonathan Q
Jonathan Q

Reputation: 11

Excel Formula to Extract Monthly Amounts

I need to retrieve monthly spend from one worksheet to another based on a drop-down reference. This is how my data reference worksheet looks like this: 

**Account      Type           March     April**      
IT             Engineer      $16,992    $19,116     
PMO         Technical Mgr    $2,124     $3,324  
Finance        Engineer      $2,471     $2,471  
IT            QA             $4,455     $2,124

In my summary worksheet, I have a column for with a drop-down for account and would like to retrieve monthly data based on account type. If I select account type PMO, it would retrieve the monthly figures from the PMO entries in the data worksheet. 

**Account     March     April**      
IT           $16,992    $19,116     
PMO          $2,124     $3,324

I believe I need use a IF/Conditional formula but can't figure it out.

Any ideas?

Upvotes: 1

Views: 76

Answers (2)

Abhay
Abhay

Reputation: 845

Assuming that your data reference table starts at A1 on Sheet 1 and the data output table starts at A1 on Sheet 2, use this formula:

=SUMIFS(Sheet1!C:C,Sheet1!$A:$A,Sheet2!$A2)

Upvotes: 0

ashleedawg
ashleedawg

Reputation: 21619

The vlookup function is what you need.

Here are descriptions of when and how to use vlookup.

Upvotes: 1

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