Google-sheets – Nested IFs and SUMIFs for numbers and text in Google Sheets

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I have a very specific thing I want the google sheets to give me, but I'm unsure which approach would be best.

Client ID   Amount      Status       Is delivered

56691668    10.00 USD   Sent    
56411839    15.00 USD   Sent    
56744744    20.00 USD   Sent    
56691668    35.00 USD   Delivered   
56411839    50.00 USD   Delivered   
56536123    60.00 USD   Sent    
56744744    20.00 USD   Sent    
56733268    50.00 USD   Sent    
56819339    75.00 USD   Delivered   
56813371    25.00 USD   Sent    
56821738    15.00 USD   Sent    
56928364    25.00 USD   Sent    
56691668    60.00 USD   Delivered   
56691668    25.00 USD   Delivered   
56937455    20.00 USD   Delivered   
57001337    35.00 USD   Sent    
56911581    75.00 USD   Sent    
57141905    75.00 USD   Delivered

In the following fictitious table (for context in the 3rd column Status I have showing Sent if the Invoice was sent to the client and Delivered if it was actually paid by the client), so in the 4th Is Delivered column I want to get a yes response if a client from the first column has paid – as in Delivered an amount equal or greater than 100 USD. This could be done with a nested IF function I think, but the problem is, in the first column I also have duplicate values and I want to get the sum of at least 100 USD if a unique client has delivered either all together or fractionally that amount, so I'm not sure what kind of function I could use to turn all of that into a yes response. Also, I want it to count the sums a client paid only if the 3rd column Status shows Delivered.

For example: client 56691668 has Delivered a total of 120 USD, so now I want in the 4th column only to show Yes.

Hope I managed to explain my intent, if not I can further clarify.

Best Answer

I have created this spreadsheet to demonstrate. Note that I have added an extra column Sum delivered for client to clarify.

So you need to know if a client has payed $100 or more in total, right?

Let's start with that. There are several ways to find out, I've used the DSUM function. For the first row in your spreadsheet (that's row 2, when headers are included), let's put this in the Sum delivered for client column:

=DSUM($A$1:$C$19; 2; {"Client ID"\ "Status"; A2\ "Delivered"})

Explained:

DSUM "returns the sum of values selected from a database table-like array or range using a SQL-like query".
$A$1:$C$19 is the complete data range including headers - it starts at column A row 1, through column C row 19.
2 is the index of the column we are summing up - the Amount column.
{"Client ID"\ "Status"; A2\ "Delivered"} - these are the criteria for our query. We want to include only rows which have a client ID equal to the "this" client ID, which is found in cell A2. And we only want those with Status equal to Delivered. (Note that, depending on your locale, you might have to use commas instead of backslashes, as in{"Client ID", "Status"; A2, "Delivered"}).

Now drag this formula down across all the cells in the D column. The D column should now display the "delivered sum" for the client.

When we have that, it is a simple task to populate the Is delivered column (column E). For E2, enter this formula:

=IF(D2 >= 100; "yes"; "")

This compares the value of cell D2 ("Sum delivered for client") with 100. If it is equal or greater, a yes is outputted, else an empty string (i.e. nothing).

If you don't want the Sum delivered for client value to be visible, you could either right-click → Hide column, or combine the two formulas:

=IF(DSUM($A$1:$C$19; 2; {"Client ID"\ "Status"; A2\ "Delivered"}) >= 100; "yes"; "")
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