SUMIF Contact? Help please!

LukeFortney

I'm trying to get the total of a column where the row contains a specific sales person. Can someone help me out?

Here is what I tried:

=SUMIF([Sales Person]:[Sales Person], "Kevin", [Appx. Value]:Appx. Value])

Screenshot attached...thanks in advance!

Andrée Starå

Hi Luke,

You'd have to reference the full name or a specific cell with the name.

=SUMIF([Sales Person]:[Sales Person], "Kevin Mielke", [Appx. Value]:Appx. Value])

Did it work?

Have a fantastic day!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

LukeFortney

It worked! Just had to add the "[" before Appx. Value. Thank you!!!

Andrée Starå

Excellent!

Happy to help!

Best,

Andrée

LukeFortney

I've run into another issue. I would like to add additional requirements for the IFSUM statement. In addition to the Salesperson, I want to only sum if it is in certain stages under the "Stage" column.

I tried this but it didn't work...I'm a rook I know. Can you help me out?

=SUMIF([Sales Person]:[Sales Person], "Kevin Mielke", AND [Stage]:[Stage], "1-Concept/Budget", [Appx. Value]:[Appx. Value])

Andrée Starå

I'm always happy to help!

We're all rookies in the beginning 

You'd use a SUMIFS formula for your scenario.

Try this.

=SUMIFS([Appx. Value]:[Appx. Value]; [Sales Person]:[Sales Person]; "Kevin Mielke"; Stage:Stage; "1-Concept/Budget")    

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

=SUMIFS([Appx. Value]:[Appx. Value], [Sales Person]:[Sales Person], "Kevin Mielke", Stage:Stage, "1-Concept/Budget")

Did it work?

Best,

Andrée

LukeFortney

The bottom one worked! However, I would like it to also sum if it is in Stage 2  "2-Proposal".

In other words I want the sum of Appx. Value for all of Kevin Mielke's projects that are in stages 1 and 2. I tried this:

=SUMIFS([Appx. Value]:[Appx. Value], [Sales Person]:[Sales Person], "Kevin Mielke", Stage:Stage, "1-Concept/Budget", OR Stage:Stage, "2-Proposal")

Thanks so much!

Paul Newcome

You would establish the range only once, and the OR function would actually wrap around your criteria with some @cell references.

 

=SUMIFS([Appx. Value]:[Appx. Value], [Sales Person]:[Sales Person], "Kevin Mielke", Stage:Stage, OR(@cell = "1-Concept/Budget", @cell = "2-Proposal"))

Andrée Starå

Happy to help!

Paul beat me to it!

Best,

Andrée

Paul Newcome

Sorry Andree. I know you're in a different time zone, so I wasn't sure if you'd be getting back to it today or not. As of this post, it's only 1608 here. Lol

Andrée Starå

Haha! No worries! 

LukeFortney

You guys are awesome! Thank you!

Andrée Starå

Happy to help!

Best,

Andrée

Paul Newcome

Happy to help! 

 

(even though Andree did most of the work haha)