Sheet Summary Formula for a Sum of costs for a specific date range
Hello,
I would like to reach out to the community for help to create a formula to sum rows based on a date range. I think a sheet summary field is the way to accomplish this but I am having trouble and need assistance.
Goal:
Create Sheet summary fields: example: [March 2023]#
Add the values in [New Projected Monthly Cost] only if the [Confirmed Install Date] is between a date range such as, March 1 to March 30
Thank you, in advance, for your help!
--Lisa M.
Best Answer
-
Hello @Lisa Matthews
I was able to make this work using a helper column. Not sure if that is an option or not for you.
The Month column has the following formula:
=IFERROR(MONTH([Confirmed Install Date]@row), "")
The Sheet Summary formula (change the # for the month in each):
=SUMIF(Month:Month, =3, [New Projected Monthly Cost]:[New Projected Monthly Cost])
Hope this helps!
Peggy
Answers
-
Hello @Lisa Matthews
I was able to make this work using a helper column. Not sure if that is an option or not for you.
The Month column has the following formula:
=IFERROR(MONTH([Confirmed Install Date]@row), "")
The Sheet Summary formula (change the # for the month in each):
=SUMIF(Month:Month, =3, [New Projected Monthly Cost]:[New Projected Monthly Cost])
Hope this helps!
Peggy
-
Help Article Resources
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 63.4K Get Help
- 396 Global Discussions
- 213 Industry Talk
- 448 Announcements
- 4.7K Ideas & Feature Requests
- 141 Brandfolder
- 133 Just for fun
- 56 Community Job Board
- 454 Show & Tell
- 30 Member Spotlight
- 1 SmartStories
- 293 Events
- 35 Webinars
- 7.3K Forum Archives
Check out the Formula Handbook template!