I need help with a Formula. I am looking at data by name, and the number of contact per month

Lori C

The formula is working for August but I know it won't move over to September and so on. Any advice would be very much appreciated.

Thank you,

Lori

Paul Newcome

Are you able to provide a screenshot of the source data? How are you determining which month it should fall in, or is that the part you need help with?

Lori C

I need to know how the number of staff contacts per month by educator. Then I need to know the number of staff contacts by hospital each month. I have 31 educators and 9 hospitals.

Thank you for any help

Lori C

I don't know how to get the total each month per educator.

Thank you for any help,

Lori

Paul Newcome

You are going to need a SUMIFS instead so that you can include multiple range/criteria sets.

https://help.smartsheet.com/function/sumifs

Lori C

Hello Paul,

I have been to that link. Yes, I will be using SUMIFS but I am not sure how to add the date so it shows month by month totals. I have a cumulative total now if I use. I will change to a SUMIFS but how do I make sure it is only counting each months total?

Paul Newcome

The syntax for the month portion would be

{Range}, IFERROR(MONTH(@cell), 0) = 8

Change the 8 to whichever month you need.

If you also need to incorporate the year:

{Range}, AND(IFERROR(MONTH(@cell), 0) = 8, IFERROR(YEAR(@cell), 0) = 2023)

Lori C

This is what I have =SUMIFS({CPD Educator Name}, Category@row, {CPD Rounding Communication Tool Range 1}, {Rounding |Date Rounding Occurred}, AND(IFERROR(MONTH(@cell), 0) = 8))

I am getting #INCORRECT ARGUMENT SET

Paul Newcome

Your syntax is off.

=SUMIFS({Range to sum}, {1st criteria range}, 1st criteria, {2nd criteria range}, 2nd criteria)

Lori C

=SUMIFS({Rounding| Number of Staff Contacts}, {Rounding| CPD Educator Name}, Category@row, {Rounding |Date Rounding Occurred}, MONTH,(8)

I am Confused.

Nothing I try is working.

Paul Newcome

And now you have changed the month portion. The month criteria was fine how it was with the IFERROR and whatnot. You just needed to rearrange the order of each piece to fit the appropriate syntax.

Lori C

I got it to work. Thank you

=SUMIFS({Rounding| Number of Staff Contacts}, {Rounding| CPD Educator Name}, Category@row, {Rounding |Date Rounding Occurred}, AND(IFERROR(MONTH(@cell), 0) = 11))