Simple Sum question

jedelman

This is a simple one but just having a hard time getting it to work.

I have multiple clients who purchase a variety of products per invoice. I need a Sum of the Product Type per Client. I've attached an image.

For example, I'd like to know Sum of Product 1 for Client 1. In this case the running total =5.

I realize I could do this in a report, but I need it as an equation (likely in a metric sheet) so I can add automations/notifications when a client might be reaching a threshold of Products purchased.

SS Running Total.png

Matt Johnson

Hi @jedelman

This formula should work:

=SUMIFS([Total Per Invoice]:[Total Per Invoice], Client:Client, "Client 1", [Product/Item]:[Product/Item], "Product 1")

If you are putting it on a metric sheet, the ranges will look a little different and you could save time by listing the clients in a column and the products in another column and using the "@row" function instead of the typing out "Client 1", for example. Then you could drag the formula down or make it a column formula depending on your use case.

I hope that helps.

Matt

Matt Johnson

Hi @jedelman

This formula should work:

=SUMIFS([Total Per Invoice]:[Total Per Invoice], Client:Client, "Client 1", [Product/Item]:[Product/Item], "Product 1")

If you are putting it on a metric sheet, the ranges will look a little different and you could save time by listing the clients in a column and the products in another column and using the "@row" function instead of the typing out "Client 1", for example. Then you could drag the formula down or make it a column formula depending on your use case.

I hope that helps.

Matt

jedelman

Thanks @Matt Johnson

Worked perfectly