formula to sum specific dollar amounts based on other columns

MackenzieV

I have a sheet where I log all the purchases I make; I purchase for multiple groups and those funds come out of different budgets. I list what budget I purchase it against on each line and I want to have a graph that updates automatically on my dashboard for the different budgets and how much of it I have consumed. so, I know i first need to have a SUM formula to extract those dollar amounts from my larger sheet. I am having a hard time finding the correct SUM formula to do this, any help is appreciated!

Kelly Moore

Hey @MackenzieV

A report should allow you to accomplish your request. You will group on cost center (or whatever you call your budgets). You will summarize by SUM. You should be able to use the report as the source for your chart and the chart will automatically update. If needed, the link below may help you with building the report.

https://help.smartsheet.com/learning-track/smartsheet-intermediate/reports

Will this work for you?
Kelly