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Get the Sum formula to Summary sheet.

Lasantha

Member
Dear All,

Kindly look into the attached template. I have insurance payments by deposit dates in detailed sheet. I want to summarize them by deposit date and carrier as shown in summary sheet. I can insert a pivot and get the details. Problem is I want show them as a adding formula. kindly check the below details.

Example :- Deposit date 7/1/2020 has 2 BCBS checks worth of 23.27 and 69.78, this should be shown as = 23.27+69.78 in summary sheet under BCBS.

Deposit date 7/5 has 2 Aetna check worth of 810.60 and 102.78, this should be shown as = 810.60+102.78

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Thank you.
 

Attachments

  • Report Sample 2.xlsx
    35.4 KB · Views: 4
In "Summary" Sheet B2, formula copied across and down :

=IFERROR(1/(1/SUMIFS(Detailed!$G:$G,Detailed!$C:$C,$A2,Detailed!$D:$D,B$1)),"")

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