Formula Help

Nicole_Codi17

Hi all,

I am creating an invoicing system that is pulling totals from a sheet that shows all paid invoices with a date helper column in it. I want to sum all the payments for each month for a chart. Can someone help me with formula?

Thank you!

Courtney S.

It sounds like you'll want the SUMIF function SUMIF Function | Smartsheet Learning Center and cross sheet references Create cross sheet references | Smartsheet Learning Center

In the SUMIF function, the first range will be the column in your invoices sheet that lists the month of the invoice. For the second part of the formula, the condition, put the month you're summing up. The second range & final part of the formula will be the column that holds the actual dollar amounts you want to add together for that month.

JamesB

@Nicole_Codi17 Try this...

=SUMIFS({Paid Invoices}, {Invoice Date}, IFERROR(MONTH(@cell), 0) = [Month No.]@row)

Paid Invoices = Column on your reference sheet with the Invoice Amounts

Invoice Date = Column on your reference sheet with the Invoice Dates

Nicole_Codi17

Thank you!