Nested formula helps VLOOKUP/IF/AND/SUM?
Hello
I use 3.6.2 on an iMac numbers to make a spreadsheet of accounts for my partner who is independent and desperate self with its accounts.
The worksheet aims so he could enter its revenues and expenses (and easily), then for the spreadsheet sort the data in the months/years, etc., which can then be calculated as profit/loss etc. As he was loose with his accounts and catch up, I thought it would be convenient and save countless piles of sorting on the floor of the reception hall! Formulas combos I've tried so far, however, do not work! So I was hoping someone with more knowledge could enlighten us.
So far, I have created 3 main leaves, revenue, expenses and exercises (as pictured below).
For each month in the year, I would like to that it search for "revenue" "Billing month" and "Year" then add UP the values in "amount paid".
For example, for April 2015 - search ' April' AND ' 2015/16 ' SUM then all the "amount paid values" meets the criteria to end up with a monthly income total. I tried a range of formulas, but nothing seems to work properly, but I'm sure it's possible and logical, right? What do you think?
The same thing that I hope for expenses. Research of the month & year (that I happen to be the same as the sheet of revenue) and total monthly SUM for the corresponding values. I could also fit the same formula for categories, to then make a table to see where spending will etc.
I'm used to some basic formulas and can see the logical way to pursue this goal, but do not have the know-how to achieve this more complex formula! Hours in google didn't really help either! the syntax and exclamation error still appear somewhere!
If anyone has any suggestions/advice form, they would be very appreciated! I am happy to share the final worksheet (if everything will work well) with any such freelancers / small businesses that have similar problems with soft accounting!
Thank you very much
Chloe
Hi clrey,
I would like to recommend SUMIFS() as your go to formula to obtain a total of say, "bindings" on April 16.
Give it a try and after return with specific questions, if things do not work as expected.
Quinn
Tags: iWork
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