update sum when data changes based on 3 column unique id

Hi,

i am enclosing a file to help explain what i am trying to do. I have a file with two sheets: Summary and Data. the data-sht is the raw data from which a summary is created and pasted on the summary sheet.

what i want to happen is when data on the "Data" sheet is changed/updated i want the summary data to update as well. Not sure how to do this given that the summary data table is a summary such where i am
calculating a total sum for a given (IDNum+ID_Psn+PI_Note). Not sure how to do this. I prefer not to use a pivot table but would rather use a formula if i can but if its only possible with pivot then i will provided i
can get table to look like i have now.

This formula (which you can put in G2 so as not to affect the layout of your table):

=SUMIFS(Data!$H:$H,Data!$F:$F,A2,Data!$G:$G,B2,Data!$J:$J,C2)

will return the totals that you have in D2. I presume the dates in column E are just the collection of unique dates that contribute to that particular combination of columns A, B and C values. Do you have the TEXTJOIN function in your version of Excel?

Hope this helps.

Pete

that seems to work. thanks! i do have "TextJoin" in my version of excel. Does this function help or make things easier?

TEXTJOIN will enable the multiple dates to be concatenated together as shown in column E. I'm just trying to figure out how to get those dates for each combination of your unique IDs.

Pete

So, the OP should update their profile then, to show which version of Excel they are actually using.

Pete

hi @welchs101 If you insist on using 2016, Would you accept VBA custom user define functions? Similar in function to TEXTJOIN