working with forecasting and actual sales amounts
This is the formula I am trying to activate to pull some sales data from a master sheet to a monthly summary by sales person.
=SUMIFS({Current Lead Opportunity Tracker 2019 Range 3}, {Current Lead Opportunity Tracker 2019 Range 1}, "xxxx@xxxl.xx.xx", {Current Lead Opportunity Tracker 2019 Range 8}, "2", {D&C Current Lead Opportunity Tracker 2019 Range 2 }@row,1=1,”true”, “false”)
All works except for the last part where the last range is a check box column. I want to use that to create formula that trigger whether sales $ should show in a default ie non checked= forecast or checked =actual summary cells in another sheet.
An additional issue is that our financial YE is March, and I have now also become aware that month numbers are showing for multiple financial years, ie "4" shows in both April 2018 and April 2019, so I need to introduce Year into the formula, I have tried a number different versions but hope someone can point me in right direct for both these issues.
Many thanks
Comments
-
Okay I post this for any others with similar problems to resolve.
In reference to the first issue I created a control column for the check box to deliver a true or false and then used the final range to select those rows that are true.
=SUMIFS({Current Lead Opportunity Tracker 2019 Range 3}, {Current Lead Opportunity Tracker 2019 Range 2}, "2", {Current Lead Opportunity Tracker 2019 Range 1}, "xxxxx", {D&C Current Lead Opportunity Tracker 2019 Range 2}, "true")
Help Article Resources
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 63.9K Get Help
- 410 Global Discussions
- 220 Industry Talk
- 458 Announcements
- 4.8K Ideas & Feature Requests
- 143 Brandfolder
- 136 Just for fun
- 57 Community Job Board
- 459 Show & Tell
- 31 Member Spotlight
- 1 SmartStories
- 298 Events
- 37 Webinars
- 7.3K Forum Archives
Check out the Formula Handbook template!