Question

I’m wondering if there is an easy way to do what I’m looking for. Basically, I have a balance sheet in Excel 2011 with a bunch of data. One specific piece of information I always want visible is the amount that hasn’t been reimbursed. In other words, I have a column for the amount paid and another for whether or not it has been reimbursed (Yes/No). I want to sum all of the amounts paid where the reimbursed field is equal to ‘No’.

I recognize I can sum the entire column and filter out those that have been reimbursed, but I’d like it to display the full amount regardless of what filter is on (or if no filter is on).

I wasn’t able to find good keywords to describe this to Google, so I’m asking here. I would like to accomplish this in Excel, not in an external program or script.

Answer 1

If column A contains the amounts to be reimbursed, and column B contains the “yes/no” indicating whether the reimbursement has been made, then either of the following will work, though the first option is recommended:

=SUMIF(B:B,"No",A:A)

or

=SUMIFS(A:A,B:B,"No")

Here is an example that will display the amounts paid and outstanding for a small set of sample data.

 A         B            C                   D
 Amount    Reimbursed?  Total Paid:         =SUMIF(B:B,"Yes",A:A)
 $100      Yes          Total Outstanding:  =SUMIF(B:B,"No",A:A)
 $200      No           
 $300      No
 $400      Yes
 $500      No