Sum Field Based On Drop Down Selection

asked 13 hours ago

Hello everyone, I need some assistance with something. In the attached screen shot you will see several fields that deal with cost. Under each of those fields is a drop down list that contains two values - ACH-Reimbursement and P-Card. Users need to decide if the cost amount is associated with ACH-Reimbursement or P-Card. If the cost is associated with ACH-Reimbursement, it should be totaled up in the ACH-Charges box at the bottom of the screen. If the cost is associated with P-Card, it should be totaled up in the P-Card Charges box at the bottom of the screen. I know I need to use the IF and SUM functions but I am not sure how to put it together. Thanks in advance!

Screenshot 2026-10-27 134756.png (77.95 KB)

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replied 10 hours ago

I'm just guessing at what your variables are named, but something like this should work:

ACH-Reimbursement Calculation: 

   =SUM(
     IF(EXACT(Registration_Cost_Select,"ACH-Reimbursement"), Registration_Cost, 0 ),
     IF(EXACT(Hotel_Cost_Select,"ACH-Reimbursement"), Hotel_Cost, 0 ),
     IF(EXACT(GSA_PerDiem_Select,"ACH-Reimbursement"), GSA_PerDiem, 0 ),
     IF(EXACT(Fuel_Cost_Select,"ACH-Reimbursement"), Fuel_Cost, 0 ),
     IF(EXACT(Airfare_Cost_Select,"ACH-Reimbursement"), Airfare_Cost, 0 ),
     IF(EXACT(Airfare_Parking_Cost_Select,"ACH-Reimbursement"), Airfare_Parking_Cost, 0 ),
     IF(EXACT(Luggage_Cost_Select,"ACH-Reimbursement"), Luggage_Cost, 0 ),
     IF(EXACT(Other_Fees_Select,"ACH-Reimbursement"), Other_Fees, 0 ),
     IF(EXACT(Transportation_Cost_Select,"ACH-Reimbursement"), Transportation_Cost, 0 )
	)

P-Card Calculation
   =SUM(
     IF(EXACT(Registration_Cost_Select,"P-Card"), Registration_Cost, 0 ),
     IF(EXACT(Hotel_Cost_Select,"P-Card"), Hotel_Cost, 0 ),
     IF(EXACT(GSA_PerDiem_Select,"P-Card"), GSA_PerDiem, 0 ),
     IF(EXACT(Fuel_Cost_Select,"P-Card"), Fuel_Cost, 0 ),
     IF(EXACT(Airfare_Cost_Select,"P-Card"), Airfare_Cost, 0 ),
     IF(EXACT(Airfare_Parking_Cost_Select,"P-Card"), Airfare_Parking_Cost, 0 ),
     IF(EXACT(Luggage_Cost_Select,"P-Card"), Luggage_Cost, 0 ),
     IF(EXACT(Other_Fees_Select,"P-Card"), Other_Fees, 0 ),
     IF(EXACT(Transportation_Cost_Select,"P-Card"), Transportation_Cost, 0 )
	)

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Sum Field Based On Drop Down Selection

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