Merging Formulas

Sarah_Michael

Help! I need to create a formula to display a Budget amount for a particular team.

 

The Team column is a Count Column, while the Budget column would be a sum. Can i do this? (eg: i want to know the budget # associated with a function lead and have that budget add it's self up)

 

Essentially, we have multiple functions within our organization and we want to track the cross functionality of the teams and isolate only $$ that is associated with that function.

 

Thanks!

S

Andrée Starå

Hi Sarah,

Yes, it's possible.

I'll get back to the post in a few hours describing how. 

I hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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Andrée Starå

Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)

 

Sarah_Michael

Hi Andree,

      I just shared a sample report of what we are currently using, with the metrics/formulas i'm using to transfer to our dashboard.

 

Thank you for the help!

Andrée Starå

Thanks!

I'll take a look and get back to you!