Hi Experts,

I have an excel spreadsheet with three tabs: Summary, Data and Settings.

In the summary tab i want to use a a formula that shows balances across the columns per each account in each row. The formula will read from the data tab where I have define names for each column as Per1, Per2, Per3.

so, the summary tab will return Bal_2 as the sum of Per1 and Per2; Bal_3 as the sum of Per1...Per3

I have used sum products and sumifs, but I think the issue I have is that sumifs won't sum range more than one column. See my spreadsheet attached.

test.xlsx

I have an excel spreadsheet with three tabs: Summary, Data and Settings.

In the summary tab i want to use a a formula that shows balances across the columns per each account in each row. The formula will read from the data tab where I have define names for each column as Per1, Per2, Per3.

so, the summary tab will return Bal_2 as the sum of Per1 and Per2; Bal_3 as the sum of Per1...Per3

I have used sum products and sumifs, but I think the issue I have is that sumifs won't sum range more than one column. See my spreadsheet attached.

test.xlsx

here is the solution you need. see attached.

test.xlsx

I saw the spreadsheet with the updated formulas and I see that your solution is adding the current period plus the previous column balance as seen in the "+sum(C2:C2)". However, I was hoping for a more dynamic array as the formula below is dependent upon the previous column, which it may not work if the defined names are shuffled around the columns.

Your suggested formula: SUMPRODUCT(INDIRECT(D$1),-

In theory, I was thinking to have a defined name Bal_2 (_Per_1+_Per_2)

Bal_2 = Per_1+Per_2

Bal_3=Per_1+Per_2+Per_3

....etc

I sure hope there is another way where the balances are not relying on a previous column.

On Data tab I have added 12 columns to the right which is the cumulative total to date for each row.

The summary tab then uses a SUMIF formula on account and sums the individual cumulative columns.

I

Hope this helps.

Rob H

test1.xlsx

Question has a verified solution.

Are you are experiencing a similar issue? Get a personalized answer when you ask a related question.

Have a better answer? Share it in a comment.

All Courses

From novice to tech pro — start learning today.

Thanks for your help on this. Although creating the additional twelve columns for cumulative balances works, I was hoping to be able to this via an array and defined names rather than relying on additional twelve columns for cumulative balances.

Last night I took a different approach and used the array formula {=sum(if((Accounts=account

Then I thought, if the array formula above works, why wouldn't the sumproduct or the sumifs work. So, I created two additional summary tables right below the array formulas for comparison and it seems two work for Bal_1, but not for the other balances.

Please see the attached file and you will see that I tried to compare the three different formulas using the same approach with the defined names.

test2.xlsx