Summing multiple categories - Help!!!

[Guest]

Hello! I have searched and searched my books and cannot figure out how to accomplish this and am reaching out to all you experts out there for some help!

I have a spread sheet that tracks employee production. The employee may have some accounts that actually fund, some that are declined and some that are in an approved status.
What I am trying to do is have a field for each employee that tracks only the accounts that are in a "funded" status and place the total amount for all of those next to the employee names. I don't want multiple columns for "funded, aproved, declined, cancelled" and finiding a way to have several criteria for a SUM IF formula has eluded me.
See below:

A B C D
1 Amount Status Employee
2 100000 funded James
3 100000 approved David
4 100000 funded Sue
5 100000 funded David
6 100000 approved Sue
7 100000 cancelled James
8 100000 funded David
9 100000 declined James
10 100000 funded Sue
11 100000 funded David
12 100000 funded David
13 100000 funded James
14
15 Total Funded
16 James =
17 David =
18 Sue =

Any takers?

 

[Andy Brown]

You could try a Pivot Table (Data menu).

Step1 ; Data = Excel list, Report = Pivot Tbale. Click Next.

Step 2 ; select your data on the sheet. Click Next.

Step 3 (a - Layout) ; drag Status to Page, Employee to Row, Amount to Data.
Click OK.

Step 3 (b) ; edit where you want the table positioned if necessary. Click
Finish.

Once it's on your sheet, you can use the Status dropdown to show "funded"
only.

Rgds,
Andy

 

[Don Guillett]

try
=sumproduct((rngD="James")*(rngC="funded")*rngB)

--
Don Guillett
SalesAid Software
(e-mail address removed)

Hello! I have searched and searched my books and cannot figure out how to

accomplish this and am reaching out to all you experts out there for some
help!

I have a spread sheet that tracks employee production. The employee may

have some accounts that actually fund, some that are declined and some that
are in an approved status.

What I am trying to do is have a field for each employee that tracks only

the accounts that are in a "funded" status and place the total amount for
all of those next to the employee names. I don't want multiple columns for
"funded, aproved, declined, cancelled" and finiding a way to have several
criteria for a SUM IF formula has eluded me.

 

[Debra Dalgleish]

You can create a pivot table to summarize the data. There are
instructions and links here:

http://www.geocities.com/jonpeltier/Excel/Pivots/pivottables.htm

For your example, you could add Employee to the Rows area, Status to the
Page area, and Amount to the Data area. From the dropdown in the Page
field, choose Funded.

 

[Guest]

hmmmm. tried. I got the #name error....I tried to look up "rng"....what is that function?

James

----- Don Guillett wrote: -----

try
=sumproduct((rngD="James")*(rngC="funded")*rngB)

--
Don Guillett
SalesAid Software
(e-mail address removed)

Hello! I have searched and searched my books and cannot figure out how to

accomplish this and am reaching out to all you experts out there for some
help!have some accounts that actually fund, some that are declined and some that
are in an approved status.

What I am trying to do is have a field for each employee that tracks only

the accounts that are in a "funded" status and place the total amount for
all of those next to the employee names. I don't want multiple columns for
"funded, aproved, declined, cancelled" and finiding a way to have several
criteria for a SUM IF formula has eluded me.

 

[Guest]

Thank you very much for everyone's help. It truly is appreciated

 

[Guest]

Many thanks! The Pivot Table was indeed the answer.

 

[Guest]

Excel ent! Thank you. That is a great function and gave me even more than I asked for.