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ulisesap 
Thank, this was very helpful. There are also scenarios where the dollar value criteria is not met until after the count of 4. The current formula provided will not display results in those scenarios? Any thoughts?
Thanks again
Ulises
Thank, this was very helpful. There are also scenarios where the dollar value criteria is not met until after the count of 4. The current formula provided will not display results in those scenarios? Any thoughts?
Thanks again
Ulises
Yes. I've been working on this off and on for the past few days. I must say this one is more challenging than if first appears.
Have you tried dflak's helper columns? When the final one is used to determine the SUMIFS it seems to work at my end under all the situations I tried it on.
I am still trying to get a single formula or one with one / two helper columns.
Dave
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