Need to sum numbers from a metric sheet to a rollup sheet for specific quarters/year

Peggy Parchert

Is it possible to use a formula to sum the total of a column that meet a criteria? I'm trying to create a rollup sheet (from the data sheet) based on year/quarter. So I'd like to be able to use a formula. I need this to look at the Year and Quarter column as the criteria before it adds the other column together.

I've attached screenshots of my basic rollup sheet. I'm trying to find a way to do this without having to revisit and manually add in items.

Any help would be appreciated.

Peggy

Totals by Year:Qtr.png

data sheet.png

Paul Newcome

Try something along the lines of...

=SUMIFS({Range to Sum}, {Other Sheet Year Column}, Year@row, {Other Sheet Qtr Column}, Qtr@row)

Paul Newcome

Happy to help! 👍️

Please don't forget to mark the formula as "helpful" so that others searching for a similar solution know that one can be found here.

Paul Newcome

Try something along the lines of...

=SUMIFS({Range to Sum}, {Other Sheet Year Column}, Year@row, {Other Sheet Qtr Column}, Qtr@row)

Peggy Parchert

Thank you! That worked! Greatly appreciate the help.

Peggy

Paul Newcome

Happy to help! 👍️

Please don't forget to mark the formula as "helpful" so that others searching for a similar solution know that one can be found here.