Excel Formula to Extract Monthly Amounts

Question

I need to retrieve monthly spend from one worksheet to another based on a drop-down reference. This is how my data reference worksheet looks like this:

**Account      Type           March     April**      
IT             Engineer      $16,992    $19,116     
PMO         Technical Mgr    $2,124     $3,324  
Finance        Engineer      $2,471     $2,471  
IT            QA             $4,455     $2,124  

In my summary worksheet, I have a column for with a drop-down for account and would like to retrieve monthly data based on account type. If I select account type PMO, it would retrieve the monthly figures from the PMO entries in the data worksheet.

**Account     March     April**      
IT           $16,992    $19,116     
PMO          $2,124     $3,324 

I believe I need use a IF/Conditional formula but can't figure it out.

Any ideas?

Answer 1

The vlookup function is what you need.

Here are descriptions of when and how to use vlookup .

Answer 2

假设您的数据参考表从A1 on Sheet 1上的A1 on Sheet 1开始，而数据输出表从A1 on Sheet 2上的A1 on Sheet 2开始，请使用以下公式：

=SUMIFS(Sheet1!C:C,Sheet1!$A:$A,Sheet2!$A2)