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=VLOOKUP(H2,Sheet2!A:D,4,FALSE)
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Q3_vendor_spend.xlsx
E7 fx =SUMIFS(D:D,B:B,"Acme",C:C,">"&DATE(2025,7,1))
A
B
C
D
E
1
Invoice #
Vendor
Date
Amount
Category
2
INV-4821
Acme Corp
07/12/25
$14,200
Cloud
3
INV-4822
Globex Inc
07/15/25
$8,750
Licensing
4
INV-4830
Acme Corp
08/01/25
$22,400
Cloud
5
INV-4831
Initech
08/03/25
$3,100
Support
6
INV-4839
Globex Inc
08/20/25
$11,600
Cloud
7
INV-4845
Acme Corp
09/04/25
$18,900
#REF!
ChatSpreadsheet
Which vendor had the highest Q3 spend?
Acme Corp leads Q3 with $55,500 across 3 invoices (47% of total). Globex Inc is second at $20,350.

The Problem
You have the data. You know the question. But between you and the answer is a formula you can't remember, a pivot table you don't trust, and a colleague who left the company.
=VLOOKUP() =INDEX(MATCH()) =SUMPRODUCT() =IFERROR(OFFSET()) =XLOOKUP() =GETPIVOTDATA() =INDIRECT(ADDRESS())

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Your Question
What You Get
1
Which vendor had the highest total spend last quarter?
Acme Corp — $55,500Bar chart of vendor spend, sorted descending
2
Show me month-over-month revenue trend for 2025
+12% MoM averageLine chart with monthly totals and growth rate
3
How many invoices are overdue by more than 30 days?
23 invoices / $187KFiltered table with aging breakdown
4
Compare marketing spend Q2 vs Q3 by category
Q3 up 18%Grouped bar chart with category breakdown
5
Which sales rep has the highest close rate this year?
Sarah Chen — 34%Ranked table with rep performance metrics
6
Generate a summary report for the board meeting
6-section reportKPI cards, trend charts, and narrative summary

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