Help on Formula for: Savings over time calculation

edited 12/09/19 in Formulas and Functions

Hi again,

I am new on formulas and been conducting some tests on my project tracker. I wanted to get the monthly savings on projects with completed status. I always get a zero even if there's a value on my savings column.

Please let me know which part of the formula is incorrect and what is the best formula should I use if I want to calculate savings for each month?

Many thanks in advance,


Savings Over Time Calculation.png



  • Hi Grace

    Your formula is absolutely correct. The catch is the [Column22] isnt in Date format.

    Create another column with Edit column properties > Current type Date, Enter the date 31/01/2018 and select it. It should work fine.





  • Grace
    edited 04/03/18

    Hi Glen,

    Thank you so much for the response. It did work! Just to add in the question, is there another formula that I can use or can I put in the formula a range of dates for example from 1st to 31st of January 2018 instead of writing the last date of each month on different cells?

    example: =SUMIFS([Negotiated/Potential Savings]:[Negotiated/Potential Savings], [Actual End Date]:[Actual End Date], <=01/01/2018 to 31/01/2018, Status:Status, "complete")

    I know the date range I provided above is incorrect but just to set an example. I only want to calculate the savings for each month but not to sum the previous savings to the current month.

    Many thanks,


  • Hi Glen,

    Apologies for asking on this again but I just wanted to check if the information I provided above is clear to you?

    Many thanks in advance for your help,


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