Help with Sheet Summary formula

Hi there - I'm wondering if it is possible to join text via a formula in the sheet summary panel if certain criteria are met.

For example, if the year is 2025 and the End Date is in the future, and Parent = "Real Estate Budget Items", I'd like to list both the Budget amount ant the End Date separated by a comma.

In this example, I'd like 10/12/25, ($550), 11/30/25, ($250) to be listed in the Sheet summary for 2025 Payment Timing

Thanks in advance for any assistance you can share!

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Paul Newcome

You would need to first insert a helper column with a formula to concatenate the date and amount.

=IF(AND(YEAR([End Date]@row) = 2025, [End Date]@row > TODAY()), [End Date]@row + ", ($" + Budget@row + ")")

Then the sheet summary field formula would be:

=JOIN(COLLECT([Helper Column Name]:[Helper Column Name], [Helper Column Name]:[Helper Column Name], @cell <> ""), CHAR(10))

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