Calculate qty of units per month.

emily.masih

Hello,

I need to find the qty of a specific type of unit in each month. This needs to be an ongoing automatic count so when the month turns and there are new units added to the sheet then the calculation begins to add that new month.

Thanks!

Gillian C

Hi @emily.masih

It sounds like you want to use SUMIFS or COUNTIFS,

SUMIFS Function | Smartsheet Learning Center

COUNTIFS Function | Smartsheet Learning Center

Another thing to consider is do you want a cell that will sum for the current month, or do you want a new cell for each month so that you have the historical information to hand?

If you want the historical information to hand then it sounds like you have something similar to

How do I COUNT items according to the criteria of Date and Category? — Smartsheet Community

but using SUMIFs if you are looking at adding values rather than occurrances. I would also add in a year helper column so that you can pull information for a particular year and month which helps future proof it a little?

Hope this gives you a starting point?

emily.masih

Here is a very basic mock snapshot of what I have. I want sum for the current month and historical. I need to show the trend.

heyjay

Is this a duplicate of this post? https://community.smartsheet.com/discussion/comment/448254

Gillian C

Thanks for the heads up @heyjay

emily.masih

I accidentally put in two because I thought I lost the first. I don't know how to delete them. Can you please help me on this post?

emily.masih

I think I was able to delete the other by flagging it. So I still need help on this post.

heyjay

=COUNTIFS(Date:Date, IFERROR(MONTH(@cell ), 0) = 1, 
Status:Status, "A")

This is for your January month, looking for A status. Replace 1 with months represented by # 1-12.