I'm wondering if there is an easy way to do what I'm looking for. Basically, I have a balance sheet in Excel 2011 with a bunch of data. One specific piece of information I always want visible is the amount that hasn't been reimbursed. In other words, I have a column for the amount paid and another for whether or not it has been reimbursed (Yes/No). I want to sum all of the amounts paid where the reimbursed field is equal to 'No'.
I recognize I can sum the entire column and filter out those that have been reimbursed, but I'd like it to display the full amount regardless of what filter is on (or if no filter is on).
I wasn't able to find good keywords to describe this to Google, so I'm asking here. I would like to accomplish this in Excel, not in an external program or script.
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The answer is
If column A contains the amounts to be reimbursed, and column B contains the "yes/no" indicating whether the reimbursement has been made, then either of the following will work, though the first option is recommended:
=SUMIF(B:B,"No",A:A)
or
=SUMIFS(A:A,B:B,"No")
Here is an example that will display the amounts paid and outstanding for a small set of sample data.
A B C D
Amount Reimbursed? Total Paid: =SUMIF(B:B,"Yes",A:A)
$100 Yes Total Outstanding: =SUMIF(B:B,"No",A:A)
$200 No
$300 No
$400 Yes
$500 No
You could do this using SUMIF. This allows you to SUM a value in a cell IF a value in another cell meets the specified criteria. Here's an example:
- A B
1 100 YES
2 100 YES
3 100 NO
Using the formula: =SUMIF(B1:B3, "YES", A1:A3), you will get the result of 200.
Here's a screenshot of a working example I just did in Excel:
You should be able to use the IF function for that. the syntax is =IF(condition, value_if_true, value_if_false). To add an extra column with only the non-reimbursed amounts, you would use something like:
=IF(B1="No", A1, 0)
and sum that. There's probably a way to include it in a single cell below the column as well, but off the top of my head I can't think of anything simple.
Source: Stackoverflow.com