Sumifs formula for children rows if meet a certain criteria (using sheet reference)
Hi,
I am looking for a formula to use in my metric sheet to sum the children rows that meet a certain criteria. I have tried everything I could think of and have had no luck. I have my source sheet with the parent/children rows, and then a separate metric sheet I am using to put the formulas in and referencing my source sheet. Do I need to add some helper rows to my source sheet to do this?
I need to sum the children rows in Column A, if the criteria in the grandchildren rows (column = X
Any help is appreciated.
Thank you,
Crystal
Comments

You will need a helper column or two on the source sheet for this.
I would suggest one that displays the level of hierarchy using a formula such as
=COUNT(ANCESTORS([Column Name]@row))
.
Then you can use that as an additional range/criteria in your metrics sheet.
Parent rows will have a value of 0.
Children = 1
Grandchildren = 2
Great Grandchildren = 3
so on and so forth...

Hi Paul,
Thank you. I added a helper hierarchy row to the source sheet and used it as an additional range, but still didn't work. I need to sum the numbers in the child row, but the criteria for that sum is in the grandchildren row. Is that why it isn't working?
I need to get the sums of the numbers in column A if the rest of the criteria is met.
sum the totals in column Achild row, if column B grandchildren row has a value of X
Any additional thoughts?
Thank you,
Crystal

My apologies. I misread your original post.
Use a helper column on the source sheet with an IF statement in it along the lines of...
=IF(CHILDREN([Column B]@row) = "X", [Column A]@row)
.
If you put this in the parent rows, you can use the IF to determine your criteria and populate the value from Column A if the criteria matches.
.
Then your Metrics sheet would just sum this helper column.