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Calculate the dollar amount paid to each Payee

  1. #1
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    Calculate the dollar amount paid to each Payee

    I have a 6-column sheet of amounts my company paid to individuals last year. I need to send out 1099s for whatever I paid them. If someone was paid once, that's easy. But if they were paid several times during the year, how do I total it with a formula? Col D is the amount paid each time (each row is a record for a payment) and Col E is the Payee's name. Manually, I could sort the table and just manually look at it and insert a SUM function for the range of their payments. But it's a large sheet. How can I do this with a formula?

    It needs to look at the table and every time there is a different Payee, I want it to give me the total for how much each person was paid during the year.

    Col D -- dollar amounts of each payment
    Col E -- payee's name

    Thanks!

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    Re: Calculate the dollar amount paid to each Payee

    Try this

    =SUMIF(E:E,"PayeeName",D:D)
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    Re: Calculate the dollar amount paid to each Payee

    Have you tries SUMIF?

    =SUMIF(E:E,"payee's name",D:D)

    Or:

    =SUMIF(E:E,E1,D:D)
    Quang PT

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    Re: Calculate the dollar amount paid to each Payee

    Ok, thanks, this works. I think I have since deleted a column. The formula I am using is...

    =SUMIF(D:D,D5,C:C)
    (This is in Col H.)

    But I also need to find out how much each person was paid, in total. So, I need to have it search the table and give me a list of each different person's name (the various payees), along with the total amount they were paid (which is found now in Col H). I have tried to do an Array but it's not working. I have never used an array, found it on a google search.

    Once again, now, I need to have a list of unique payee names and the total amount they were paid. (So I suppose I need to have it build a list but ignore duplicates. Each person will be in the final list only once, along with the total amount they were paid in that year.)
    Last edited by livemusic; 01-31-2015 at 04:32 PM.

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    Re: Calculate the dollar amount paid to each Payee

    It would be easier if you could upload a sample of about 10-15 rows.

    Remember to desensitize the data.

    Click on GO ADVANCED and use the paperclip icon to open the upload window.

    View Pic

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    Re: Calculate the dollar amount paid to each Payee

    Ok, here is a sample. I hope to get a list showing each different Payee and the amount they received in total. (One entry for each person -- name and amount. Thanks.

    If this can also be done... I also need to NOT put any person in the list whose total dollar amount is less than $600.00.

    P. S. I was able to get an array to kinda work but I still have problems with it.
    Attached Files Attached Files

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    Forum Guru AlKey's Avatar
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    Re: Calculate the dollar amount paid to each Payee

    Enter this array formula in J2 and copy down to get unique names for the persons with the total amount =>$600.00

    =IFERROR(INDEX($D$2:$D$18,MATCH(0,IF($H$2:$H$18>=600,COUNTIF($J$1:J1,$D$2:$D$18)),0)),"")

    ...confirmed by pressing CTRL+SHIFT+ENTER to activate the array, not just ENTER. You will know the array is active when you see curly braces { } appear around your formula. If you do not CTRL+SHIFT+ENTER you will get an error or a clearly incorrect answer. Press F2 on that cell and try again.

    And use SUMIF function to get the amounts in K2

    =SUMIF($D$2:$D$18,J2,$H$2:$H$18)

    Row\Col
    A
    B
    C
    D
    E
    F
    G
    H
    I
    J
    K
    1
    Date Ck No Amt Payee Desc Bank Comment Tot Paid Name Amount >= 600
    2
    1/14/2014
    1103
    165.00
    Joyce studio Cap one
    3230.00
    Joyce
    $9,690.00
    3
    12/31/2013
    1104
    915.00
    Joyce studio Cap one
    3230.00
    Doug
    $9,700.00
    4
    12/31/2013
    1106
    2,700.00
    Doug recording Cap one
    4850.00
    Randy
    $2,500.00
    5
    1/18/2014
    1107
    550.00
    Gary recording Cap one
    550.00
    Sheryl
    $1,800.00
    6
    1/14/2014
    1105
    2,500.00
    Randy recording Cap one
    2500.00
    Elton
    $12,000.00
    7
    1/21/2014
    1110
    100.00
    Chris recording Cap one
    100.00
    Barbara
    $2,500.00
    8
    1/20/2014
    1108
    375.00
    Kim recording Cap one
    375.00
    Russ
    $1,000.00
    9
    1/25/2014
    1111
    450.00
    Sheryl mindeed Cap one
    900.00
    10
    1/30/2014
    1112
    3,000.00
    Elton mindeed Cap one
    6000.00
    11
    2/4/2014
    1114
    450.00
    Michael recording Cap one
    450.00
    12
    2/5/2014
    1116
    2,150.00
    Doug recording Cap one
    4850.00
    13
    2/8/2014
    1118
    2,500.00
    Barbara mindeed Cap one
    2500.00
    14
    2/6/2014
    1117
    450.00
    Sheryl mindeed Cap one
    900.00
    15
    1/22/2014
    1109
    75.00
    Aaron recording Cap one
    75.00
    16
    2/17/2014
    1119
    1,000.00
    Russ legal Cap one
    1000.00
    17
    2/25/2014
    1122
    2,150.00
    Joyce studio Cap one
    3230.00
    18
    2/26/2014
    1124
    3,000.00
    Elton mindeed Cap one
    6000.00

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    Re: Calculate the dollar amount paid to each Payee

    That is so cool, thanks so much, you programmers slay me with your expertise.

    EDIT: Actually, I found I needed to modify it in one way. The second formula should be using Col C instead of Col H. Column H is actually not needed using your great formulas. The formula below appears to give me the correct amount for each person -- the total amount they received in the year.

    =SUMIF($D$2:$D$18,J2,$C$2:$C$18)
    Last edited by livemusic; 01-31-2015 at 06:30 PM.

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    Re: Calculate the dollar amount paid to each Payee

    In Col K, I have this...

    =SUMIF($D$2:$D$150,J2,$C$2:$C$150)

    Col A, cells A2:A150, is the date of the payment. I need the SUMIF above to exclude any payment (they are in Col C) that was not in 2014. How?
    Last edited by livemusic; 02-01-2015 at 02:34 PM.

  10. #10
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    Re: Calculate the dollar amount paid to each Payee

    Ok, for this you will need to replace your current formula in J2 for the list of unique names with this array formula

    =IFERROR(INDEX($D$2:$D$150,MATCH(0,IF(($C$2:$C$150>=600)*(YEAR($A$2:$A$150)=2014),COUNTIF($J$1:J1,$D$2:$D$150)),0)),"")

    ***Array formula must be entered by using key combination of CTRL+SHIFT+ENTER and not just ENTER

    and replace SUMIF formula in K2 with this:

    =SUMPRODUCT(($D$2:$D$150=J2)*(YEAR($A$2:$A$150)=2014)*($C$2:$C$150>=600)*($C$2:$C$150))

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