Drop down Cell calculation

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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 ✭✭✭✭✭✭
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    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.

  • s.kinsman76601
    Options

    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 ✭✭✭✭✭✭
    Options

    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.