Drop down Cell calculation

s.kinsman76601
edited 12/09/19 in Smartsheet Basics

Can anyone explain how to create a formula for adding up amounts from a specific cell that is a drop down? For example I have multiple clients that I can select from my drop down list. Each time there's a transaction from that specific client, I want to have the amount calculated in a separate column. How do I add the amount from each client from my drop down list to a separate cell that shows that clients total?

Comments

  • Andrée Starå
    Andrée Starå Community Champion

    Hi,

    Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? That would make it easier to help. (share too, andree@getdone.se)

    Have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • What im using this for is basically a sales tracker. In one of the columns I have a drop down list of each client. What im looking to do is have a separate column set up so when the client does make a purchase, I can see the totals for each client.

    Smartsheet.JPG

  • Andrée Starå
    Andrée Starå Community Champion

    Hi,

    There are a few different ways to set this up. Either with a column with the clients in the top of the sheet or beside all other information or in another sheet with the help of cross-sheet formulas.

    Try this.

    Add a column called Client List where you list all your clients.

    Client 1

    Client 2

    Client 3 and so on.

    Add another column called Total Sales / Client and add the formula below. The formula will look at the Client List column in the same row and give you the total of that client.

    =SUMIF(CLIENT:CLIENT; [Client List]@row; TOTAL:TOTAL)    

    The same version but with the below changes for your and others convenience.    

    =SUMIF(CLIENT:CLIENT, [Client List]@row, TOTAL:TOTAL)

    Depending on your country you’ll need to exchange the comma to a period and the semi-colon to a comma.

    Did it work?

    Have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.