Sumif & Countif & Text to Columns

Website: https://support.microsoft.com/en-us/office/sumif-function-169b8c99-c05c-4483-a712-1697a653039b

SUMIF(range, criteria, [sum_range])

Website: https://support.microsoft.com/en-us/office/countif-function-e0de10c6-f885-4e71-abb4-1f464816df34

=COUNTIF(Where do you want to look?, What do you want to look for?)

As a Finance & Accounting Specialist, I used the sumif to sum up the amount Innocean spent for a specific vendor to help with advertising for our client. I used the countif to sum up the number of transactions there are for a specific vendor on a bank statement for a certain month. This is the very first step that is required for credit card bank reconciliation process to ensure all transactions and costs are accounted for.

The treasury provides us with the bank statement in an excel format. 

On the bank statement, it will not just say "LINKEDIN" but will contain more verbage within a cell. For example, it may say "LINKEDIN.REFID.12345." Before I use the countif, I will need to clean up the data by using Data --> Text to Columns. Most commonly, I would use Delimited becuase the mot common characters to separate my data by were spaces, commas, and decimals. 

Quick Aside: I also used the Proper function to capitalize the first letter and lowercase the remaining and Trim function to eliminates extra space in data.

Please see below how I used the Data --> Text to Columns on the 2nd worksheet tab and then the sumif and countif function on the 3rd worksheet tab.