Subtotal by invoice number in Excel

This tutorial shows how to Subtotal by invoice number in Excel using the example below;

Formula

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

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),"")

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 is used used to generate a total sum by invoice number, using the amounts in column D.

If the the count is not 1, the formula simply returns an empty string (“”)