Excel - IF Function Problem - Expert Solution

Question description:
This user has given permission to use the problem statement for this blog.

I am looking for a formula to SUM column L, if Column A matched the relevant date and column C matches the name
Solved by Z. Y. in 16 mins
This is the chat thread from the real Excelchat help session. It contains no private user information.
User 17/08/2018 - 12:47
Hi, did you get my query
Excelchat Expert 17/08/2018 - 12:47
Hello, yes, I did. :)
Excelchat Expert 17/08/2018 - 12:47
So you want to get the SUM of records that meet the date and name criteria, right?
User 17/08/2018 - 12:48
Thats correct. I want to return a sum of the activity on a set date by a set person.
Excelchat Expert 17/08/2018 - 12:48
Alright we can definitely help with this. Before we proceed, this is a reminder that our policy is 1 question per session so for this session we'll be resolving this particular question. We also currently do not support VBA/Macro solutions.
Excelchat Expert 17/08/2018 - 12:48
I'll be able to properly provide an accurate solution for you if you can provide an accurate example data. Are you able to share your file?
User 17/08/2018 - 12:49
I can share a file.
Excelchat Expert 17/08/2018 - 12:49
Please do share your file using the clip icon next to this chat.
Excelchat Expert 17/08/2018 - 12:49
Let me know once you've uploaded it.
User 17/08/2018 - 12:52
how do I upload
Excelchat Expert 17/08/2018 - 12:52
CLick the paperclip icon next to this chat.
User 17/08/2018 - 12:52
done it
[Uploaded an Excel file]
Excelchat Expert 17/08/2018 - 12:52
Then navigate to your file, select it and click OK.
Excelchat Expert 17/08/2018 - 12:52
Thank you. Give me a moment to download and analyze your file. I may have a few question.
Excelchat Expert 17/08/2018 - 12:53
Alright, which sheet and which cell should I be looking at?
User 17/08/2018 - 12:53
I want the fomula in cell b6 on tab BAU Template
User 17/08/2018 - 12:54
the data is in template quotes
User 17/08/2018 - 12:54
date is colum a
User 17/08/2018 - 12:54
name on column c
Excelchat Expert 17/08/2018 - 12:54
I see what you mean, so for B6 it's BO Quotes and August 1, right?
User 17/08/2018 - 12:55
Excelchat Expert 17/08/2018 - 12:55
Okay, one minor problem.
User 17/08/2018 - 12:56
Sorry the name is B5 "Paul MacGowan"
Excelchat Expert 17/08/2018 - 12:56
In your quotes sheet, the date format is date and time while your row 5 of BAU templates, it is short date.
Excelchat Expert 17/08/2018 - 12:56
Yes, that's what I meant too, sorry.
User 17/08/2018 - 12:56
I can change the date format
Excelchat Expert 17/08/2018 - 12:57
We can still extract the date from the Date Time but it would result to a much more complicated formula so what I'd suggest is to change the format of the date to short date so it matches.
Excelchat Expert 17/08/2018 - 12:57
The time doesn't matter anyway as they are all 12:00 AM.
User 17/08/2018 - 12:57
Ive changed it on mine
Excelchat Expert 17/08/2018 - 12:57
Alright, I see you already have a SUMIF formula, the solution I'm going to propose is similar, it's called SUMIFS.
Excelchat Expert 17/08/2018 - 12:57
It allows multiple criteria.
User 17/08/2018 - 12:58
sounds good
Excelchat Expert 17/08/2018 - 12:58
In fact, I'd recommend that you always use SUMIFS instead as it doesn't really have any drawback and it can be used for multiple and single criteria, and you only have to remember 1 syntax instead of remembering both SUMIF and SUMIFS.
Excelchat Expert 17/08/2018 - 12:58
With sumif you are ALWAYS stuck with single criteria.
Excelchat Expert 17/08/2018 - 12:58
Anyway, give me a few minutes.
Excelchat Expert 17/08/2018 - 01:00
Use this formula in B6:
Excelchat Expert 17/08/2018 - 01:00
=SUMIFS(quotes!$L:$L,quotes!$C:$C,'BAU Template'!$A$5,quotes!$A:$A,'BAU Template'!B$5)
Excelchat Expert 17/08/2018 - 01:00
Then drag to the right.
Excelchat Expert 17/08/2018 - 01:01
Unfortunately, you can't fully test the formula due to not having any other data, but if you have other names in there, you can test it out by changing the name in A5.
User 17/08/2018 - 01:01
Thanks mate
Excelchat Expert 17/08/2018 - 01:02
You are welcome. Glad to have helped!
Excelchat Expert 17/08/2018 - 01:02
Would there be anything else that I can help you with regards to the original question?
User 17/08/2018 - 01:02
Thats me, appreciate the help, will definitely think about Got It in the future.

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