Lookup/Sum Help

[SiriusProjects]

Hi,

I'm hoping someone can help me with a query.

I have a spreadsheet that contains two worksheets. Example data is below.

Data.jpg

The first four columns are on "Sheet1" and the other two columns are on "Sheet2"

What I'm trying to do is get a filtered list of the data on "Sheet1" and then using the "Work Type" of the filtered list, return a sum of the values in "Sheet2".

For Example:

Using the Filter formula "=FILTER(B:D,(B:B="Group 2")*(C:C=DATE(2024,11,17)))"

I would get a filtered set of data as follows:

Group 2 17/11/2024 D5
Group 2 17/11/2024 D5
Group 2 17/11/2024 D3

I would then use the "Work Type" of the filtered results to lookup the "Work Type" on "Sheet2" and return a sum based on the values in Column B.

In the case of my example, D5 = 11.00 (x2) and D3 = 15.00, so the returned result would be 37.

I don't need to see the filtered results, I just need them in order to get a filtered list of the "Work Types".

I'm not sure if the Filter Function can be used to do what I want, so if anyone has any other suggestions about how I can achieve the desired result, that would be great. Ideally I'd like to avoid using VBA, if possible.

Thanks in advance.

[etaf]

update your profile to show what version of excel you are using
also
Note: Images are difficult to see , and also requires that I input all the data myself, which means I may make an error, which is very time consuming, and from my point of view less likely to get a response, if a complicated spreadsheet.

A sample sheet would help here, and possibly will enable a quicker and more accurate solution for you.


The forum does allow for spreadsheets to be uploaded direct to the forum -

Please see the Yellow Banner at the top of the page explaining how to attach a sample spreadsheet

A good sample workbook has just 10-20 rows of representative data that has been desensitised. It also has expected results mocked up, relevant cells highlighted and a few explanatory notes.

Here are the instructions, found at the top of the page again

Post a small Excel sheet (not a picture) showing realistic & representative sample data WITHOUT confidential information (10-20 rows, not thousands...) and some manually calculated results. For a new thread (1st post), scroll to Manage Attachments, otherwise scroll down to GO ADVANCED, click, and then scroll down to MANAGE ATTACHMENTS and click again. Now follow the instructions at the top of that screen.

[Limor_OP]

Hi,
I helped you (this time) with the sample data and created a mock up in excel,

Try this for the filter:


=FILTER(C4:E9,C4:C9="Group 2 ")

This for the SUM:
=SUM(XLOOKUP(FILTER(E4:E9,C4:C9="Group 2 "),G4:G7,H4:H7))

[SiriusProjects]

Thanks for the responses.

Apologies that I didn't upload a workbook. I normally would, but had a lot on that day and wasn't thinking. My bad!

The formula you sent over Limor_OP worked a treat. Thank you.

[alansidman]

I.............f that takes care of your original question, please select Thread Tools from the menu link above and mark this thread as SOLVED.

Also, you may not be aware that you can thank those who have helped you by clicking the small star icon (Next to Add Reputation) located in the lower left corner of the post in which the help was given. By doing so you can add to the reputation(s) of those who helped.

[Limor_OP]

You're welcome.