Pulling info from Reference Sheet based on Date

Hello,

I am trying to pull the information I need based on a date on the referenced sheet. Without this criteria the formula works great. this one criteria is not working. I created a helper column on each sheet. on the reference sheet is a formula to calculate the month number for that row, and then on main sheet is a column for manual entry of the month number. in the screenshot you can see the fomula working for the rotation dates without the month criterion, and blank (in red) after the additional criteria was added. Blue is the manual entry column to trigger the formula.

=JOIN(COLLECT({Prime Student Onboarding Worksheet Rate Total}, {Prime Student Onboarding Worksheet School}, School@row, {Prime Student Onboarding Worksheet Rate Total}, NOT(CONTAINS("-", @cell)), {Prime Student Onboarding Start Month}, CONTAINS([Invoice Month]@row, @cell), {Prime Student Onboarding Worksheet Cancelled}, false), CHAR(10))

Best Answer

  • MedaUser
    MedaUser ✭✭✭✭✭
    Answer ✓

    Hi @Deonizia Egan,

    Looking at your formula, specifically what you bolded, do you need the CONTAINS command? I'm thinking you could just make the criterion [Invoice Month]@row.

    Travis C, PMP

    Smartsheet Leader with 5+ years of SS experience

    Let's connect: LinkedIn - Travis C.

    If my answer was sufficient, pleaseupvote and mark my response as answered.

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