Subtotal by invoice number

Summary

To subtotal values by invoice number, you can use a formula based on COUNTIF and SUMIF. In the example shown, the formula in E5 is:

=IF(COUNTIF($B$5:B5,B5)=1,SUMIF($B:$B,B5,$D:$D),"")

Generic formula

=IF(COUNTIF(range,criteria)=1,SUMIF(range,criteria,sumrange,"")

Explanation

This formula uses COUNTIF with an expanding range to first check if the current row is the first occurrence of a given invoice number:

COUNTIF($B$5:B5,B5)=1

This expression only returns TRUE when this is the first occurrence of a given invoice number. If so, a SUMIF calculation is run:

SUMIF($B:$B,B5,$D:$D)

Here, SUMIF generates a total sum by invoice number, using the amounts in column D. If the count is not 1, the formula simply returns an empty string ("")

Video: How to use the COUNTIF function (3 min, free). It's one of 117 lessons in our Core Formula course.

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Author

Dave Bruns

Hi - I'm Dave Bruns, and I run Exceljet with my wife, Lisa. Our goal is to help you work faster in Excel. We create short videos, and clear examples of formulas, functions, pivot tables, conditional formatting, and charts.