SUM DISTINCT Cross Reference Sheet

Hello,

I'm attempting to perform a sum on a value from another sheet. We've got multiple teammates that charge to varying different funding sources, but I want to sum based on the funding source type. I've attempted to use the formula below, but I'm getting an Invalid Data type. I've checked the source and target columns to make sure they're 'Text/Number' columns, but no luck. Any advice is appreciated.

=SUM(DISTINCT({FY Forecasts Funding Source}, {FY Forecasted Spend}, "funding source type"))

Best Answer

  • Jason Voorhies
    Answer ✓

    @Adam Murphy I can't express my gratitude for the help. As you can probably guess I'm only recently ramping up my Smartsheet skills. I seem to get stuck on the simply bits…

    Used what you suggested but it returned $0.00, so I tried this and got some results back (this goes to your assumption which was reversed):

    =SUMIF({FY Forecasts Funding Source}, "SDMP", {FY Forecasted Spend})

    You rock! Appreciate the assist!

Answers

  • Adam Murphy
    Adam Murphy ✭✭✭✭✭✭

    Hi Jason, try =SUMIF({FY Forecasted Spend}, "funding source type", {FY Forecasts Funding Source}) which assumes that FY Forecasted Spend would contain "funding source type" and FY Forecasts Funding Source would contain the value you want to add. Hope this helps!

  • Jason Voorhies
    Answer ✓

    @Adam Murphy I can't express my gratitude for the help. As you can probably guess I'm only recently ramping up my Smartsheet skills. I seem to get stuck on the simply bits…

    Used what you suggested but it returned $0.00, so I tried this and got some results back (this goes to your assumption which was reversed):

    =SUMIF({FY Forecasts Funding Source}, "SDMP", {FY Forecasted Spend})

    You rock! Appreciate the assist!

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