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Using Filter Function with Sum Formula


New Member
I'm trying to get a running sum of each investment account that includes their individual scholarship funds. In the attached file, there is a tab labeled "Complete Transaction" that includes a monthly statement update on each fund. The second tab, labeled "Inv Account Running Balance", is where I'm trying to place my running balance.
  • First off, we are only using the lines that include "Ending Balance".
  • For each month, I would like to total the funds that have the same investment account. Either "I1" or "I2".
  • And of course, a running total for each investment account.
  • I've started the process but I have gotten stuck. If we could make it one formula instead of one for each line, that would be ideal.
Thanks for your help in advance.




New Member
Any suggestions on this? I'm struggling here and trying to find a way to make this work. I'm open to try anything!



Well-Known Member
Your balances only seem to show values for column I of the source table.
In the attached is a Power Query offering at cell A6. This table needs refreshing like a pivot table if the source data changes.
This table also has its header row hidden: