Sum if using Multiple Criteria

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Criteria from my main data source is:

Geo = North America

Stage = Closing

Opportunity Category = Interim

PCS Invovlement = None

in my main sheet doing a filter, I get 2 lines of data returned so I need that total to appear in the first section of my metrics beside the None and under Interim.

This is the data from the Main data source:


Having 4 criteria to look at is throwing me off and I'm getting nowhere. Any help or examples would be appreciated! :) Once I get the formula for the Closing Stage, Interim and None for PCS involvement, I can recreate for all the other fields I need to populate.


Thank you!

Heather

Answers

  • Carson Penticuff
    Carson Penticuff ✭✭✭✭✭✭
    Options

    Give this a try:

    =SUMIFS([Amount (converted)]:[Amount (converted)], [Geo]:[Geo], "North America", [Stage]:[Stage], "Closing", [Opportunity Category]:[Opportunity Category], "Interim", [PCS Involvement]:[PCS Involvement], "None")

  • Heather Mize
    Heather Mize ✭✭✭✭
    Options

    Thank you for your response!! I am receiving a #unparseable error. ?

  • Carson Penticuff
    Carson Penticuff ✭✭✭✭✭✭
    edited 10/17/23
    Options

    Are your metrics in a difference sheet? The solution I posted will only work if they are in the same sheet. This should work for the two-sheet option, you will just have to setup your references within your metric sheet to point at your source sheet.

    =SUMIFS({Amount (converted)}, {Geo}, "North America", {Stage}, "Closing", {Opportunity Category}, "Interim", {PCS Involvement}, "None")

  • Heather Mize
    Heather Mize ✭✭✭✭
    Options

    YAYYY!!! The metrics were in a different sheet, so this formula worked perfectly!!! Thank you SO much! :) Have the best day!

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