Apply a formula

Kallis

I want to incorporate the formula mentioned below in a Formula Tool.

=SUMIF('DN Billing'!F:F,'ICSI Invoice'!T4,'DN Billing'!P:P)

DN Billing and ICSI Invoice are the sheet names.

I do not know where to bring in quotes. I also have a Record ID Tool just before the Formula Tool.

Please help

Thanks

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Accepted answers

OTrieger

As long as the fields names will not change then you are good.

All comments

OTrieger

@Kallis
You have 2 places with invoices, what excel is doing is looking if the invoices in sheet ICSI Invoice are in sheet DN Billing then is sum up the values for them.

So the first thing that you will need to do will be to find which invoices you have in both of the sheets, there are different ways how to do it, one will be using Join tool.
Then you should connect a Summarize tool and you will need to Group the data on Invoice and Sum up the value.

Or you can use the Cross Tab tool, Where the invoices will be in Name and values in Values.

The first way will give you the data vertically and the later horizontally.

OTrieger

I would not try to do it with Formula tool as it will be more complex to get the same result.

Kallis

Hi @OTrieger

Please suggest an alternate method. I mean, the data is already grouped. I only have to somehow incorporate this formula in a column so that the entire report is finished.

OTrieger

@Kallis
If you already have all the the data for the specific invoices that you will only need to apply the Summarize tool to sum up the data.

Kallis

The problem is that the business will make some changes in a couple of columns (on the completed file). That must also be reflected in the new column. That is the reason I want this formula to be incorporated so that the total changes dynamically

OTrieger

As long as the fields names will not change then you are good.

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