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Hi @Kingskid

You can filter out Child Rows as long as your source sheet has something that indicates if the row is a Child or Parent.

From what I can see in your screen capture, only Parent rows have a date in the "Date Logged" column, is that correct? If so, you can add criteria that says that cell needs to be <> "" or Not Blank:

=COUNTIFS({Date Logged Column}, <> "", {CC Label Activities}, AND(@cell >= DATE(year@row, [Month1]@row, 1), @cell <= DATE(year@row, [Month1]@row, 31)))

Cheers,

Genevieve

The column formula with the TODAY function is what is causing the updates. The TODAY function is updating on the back end to today's date when the sheet is activated for the first time each day.

Hi @Angela Hollingsworth

The syntax of the SUMIFS function is as follows;

SUMIFS( range , criterion_range1 , criterion1 [ criterion_range2​ , criterion2​... ])

• range — The group of cells to sum, assuming they meet all criteria.

So, add "S" to your existing formula's SUMIF, move the EXPENSE8:EXPENSE1915 to the top as the range to sum, then add the 2nd criterion_range and criterion, ID8:ID1915, "RAD PODS," at the bottom.

=SUMIFS(EXPENSE8:EXPENSE1915, [VENDOR PERSON]8:[VENDOR PERSON]1915, NOTES@row, ID8:ID1915, "RAD PODS")

This is a great solution and was just what I was looking for! Just one note - in order to report quarters it needs a very slight adjustment:

="Q" + ROUNDUP((MONTH([Date]@row)/3)) + " " + YEAR([Date]@row)

Dividing the Month by 4 will result in your year being divided into thirds of four months each rather than quarters of three months each.

You can create a Report that uses multiple sources. Assuming they (the sheets) are not all in one Workspace or folder where you could select that entity, and anything newly added would be picked up in the Report to reduce your manual intervention (I forget which way it works specifically). From there, you can set an automated repetitive e-mail of the Report to a user group. It isn't as user friendly on the editing side as an automation workflow in a sheet, but it's doable. As long as the intended audience has access to all the underlying sheets, then the rows should display for them in the Report (assuming they also have access to that).

Another option I've used is to setup an Automation Workflow in a sheet and use the Alert Someone with the Message Only option and include the URL to the Report you want them to work out of. That way you don't even provide the native sheet link, simply the aesthetically pleasing Report for them to easily enter values into the few columns that may be required.

Short story long, there are options and depending on how all your sheets are setup, that might guide you to the most efficient solution for your situation.