Need to get a stacked formula
Hi everyone  please excuse me if I type this incorrectly, this is my 1st time attempting to get assistance
I have the following formula that appears to be working:
=IF(ISDATE([executed date]@row), IF(YEAR([executed date]@row) = 2021, SUMIFS([amount nte]:[amount nte], [formula  Year]:[formula  Year], "2021")))
I am attempting to get the total sales of my "amount nte" column based upon the year the order was entered "executed date" using the following columns:
Number / Executed Date / Amount NTE / Year (formula field  based off of the executed date column)
How do I stack the formula, I can get the data for 2021 but not 2022 and 2023?
Please HELP!
Answers

Hi Shellee, The important aspect to consider is that if you're applying this formula in a row, the formula will only return the total for the year corresponding to the "Executed Date" in that specific row. This approach might not provide you with a summary or total for all years unless applied in a summary row or calculated field.
However, i think the stacked formula is something like the following:
=IF(ISDATE([Executed Date]@row),
IF(YEAR([Executed Date]@row) = 2021,
SUMIFS([Amount NTE]:[Amount NTE], [Formula  Year]:[Formula  Year], "2021"),
IF(YEAR([Executed Date]@row) = 2022,
SUMIFS([Amount NTE]:[Amount NTE], [Formula  Year]:[Formula  Year], "2022"),
IF(YEAR([Executed Date]@row) = 2023,
SUMIFS([Amount NTE]:[Amount NTE], [Formula  Year]:[Formula  Year], "2023")
)))
)
What I think is a better approach is to create a lookup table/ summary sheet. You can create a Pivot Report, but i think there is more control if you use a lookup table sheet.
Your formula is simply: =SUMIF({YearRef}, [Primary Column]@row, {AmountRef})
see the attached screen shots.
Projects Delivered. Data Defended.
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