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I'm updating a personal budget spreadsheet to automate the relationships between my data.

The issue is my current attempts at solving this problem all return a blank value.


Here's what I'm currently trying:

=SUMIFS('Transactions - Month'!$E$2:$E$1000, 'Transactions - Month'!$D$2:$D$1000, "Taxes")

I'm pulling transaction values from the 'Transactions - Month' sheet (tab) to a "Budget" sheet (tab).

Transactions - Month'!$E$2:$E$1000` // **Transaction amounts**

Transactions - Month'!$D$2:$D$1000` // **Category name**

I'm expecting to add all sum_range values in the 'Transaction - Month' sheet that match the criteria_range values I'm calling.

i.e. C2 (Budget sheet cell) = SUMIFS(sum_range, criteria_range, criterion)

The result I'm currently seeing is:

"$    - "

How would you solve this problem?

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  • I already researched a similar problem: [https://stackoverflow.com/questions/6309525/excel-sum-column-if-condition-is-met-by-checking-other-column-in-same-table] However, the proposed solutions didn't work. My issue is similar, although not exactly the same. – DREAMSLOTH Dec 09 '17 at 22:22
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    There does not seem to be anything wrong with the formula. Maybe make sure that there are no spaces or other unprintable characters in the data in column D that would make it so `Taxes` was not found. – Scott Craner Dec 09 '17 at 22:24
  • I'm trying to trigger SUM to happen in the sum_range for any value that matches the criterion in the criteria_range. For example: if "Taxes" appears in the D column in cells D2 and D12, I would want to add the values from the E column in cells E2 and E12 to my sum. – DREAMSLOTH Dec 10 '17 at 22:10

1 Answers1

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Thank you to Scott Craner for the help!

I was using invalid characters in the criteria_range cells.

'&' and '(' and ')' and '-' and ' ' all appear to be invalid characters.