Thanks @evan. I’ve learned from this exercise that there are multiple ways of getting to the answer. In lieu of
SUMIF() you can use
LOOKUP() as you described or just a regular
FILTER(). I think Excel users are conditioned to use the
SUMIF() formula when creating summary tables like this, but we just need to think about using
The syntax is almost the same. One thing that’s different about my formula is I have to reference the
Name column instead of
thisRow based on what you created. This is a whole other issue that I think has to do with the data type of the underlying column you are filtering against. In your example, the
[Who Paid] column is a “Lookup From Table” column format whereas mine is just straight text. Long story short, even though it looks like you are comparing text with text, you may actually be comparing text to some other data type (which affects whether you use the column name vs
thisRow in the formula).
Finally, I am curious whether a
LOOKUP() is more efficient compared to a
FILTER() in Coda. For large data sets in Excel (let’s say >50K rows) a
VLOOKUP() is not as performant as a the
INDEX/MATCH combo. In Coda, this might be an extraneous point since you are not processing thousands of rows of data (yet ).