Rollup summary of data

This is probably a very simple formula required but I am struggling with it. Can somebody please assist?

We have a number of clients on one sheet where we track different trades budget vs. actual for each client. e.g. Plumbing, Electrical, Carpentry etc.

We want to count up all the budgets for the Plumbing for all clients
We want to count up all the actuals for the Plumbiing for all clients
.....and the same for all the other trades

Attached is a snippet of the current layout. Each client is formatted the same; one under the other.

Lastly I want to display all these metrics on a dashboard :)

Thank you in advance.

Find more posts tagged with

Formulas

Reports

functionality

Project Management

Accepted answers

Frank Falco

You are probably going to want to create another sheet to summarise these

The other sheet should have

1) column for Trades, where you will put the name of the trade on each row, such as Plumbing

2) column for sum of all Budget amounts

3) column for sum of all Actuals amounts

Now use the command

SUMIFS(range, criterion_range1, criterion1 [,criterion_range2,criterion2...])

Create a row in column Trades for each trade, Plumbing etc
for each row use the SUMIFS formula and reference the other sheet (lets call it Transactions) in each column
So for the Budget column, the formula will be

=SUMIFS({Transactions Budget},{Transaction Project},Trades@row)

{Transactions Budget} will reference the entire [Budget $] column of the Transactions sheet

{Transaction Project} will reference the entire [Project] column of the Transactions sheet

Do the same thing for the [Actuals $] column

Use the Reference Another Sheet link when entering the SUMIFS formula, it should appear when you are trying to enter the range.

Andrée Starå

Hi,

Depending on how many metrics you need you could use the sheet summary, but if there are many and you want to calculate further on them you'd need to add them in the sheet somewhere or on a so-called Master Metrics Sheet.

Try something like this. Replace the BUDGET $ to actual for that formula.

=SUMIF(PROJECT:PROJECT; "Plumbing"; [BUDGET $]:[BUDGET $])

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

=SUMIF(PROJECT:PROJECT, "Plumbing", [BUDGET $]:[BUDGET $])

Depending on your country you’ll need to exchange the comma to a period and the semi-colon to a comma."

Did it work?

I hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

✅Did my post help answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

TeeM

Thanks Frank and Andree,

Your advice is helpful and I am just trying to get it right.

Kind regards

Andrée Starå

@TeeM

Happy to help!

Glad we got it working!

✅Remember! Did my post help answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

Frank Falco

@Andrée Starå I thought of that but realised there would need to be too many.

I did not want to include in the answer as it may have been confusing.

Good to have it here though for others to reference.

All comments

Frank Falco

You are probably going to want to create another sheet to summarise these

The other sheet should have

1) column for Trades, where you will put the name of the trade on each row, such as Plumbing

2) column for sum of all Budget amounts

3) column for sum of all Actuals amounts

Now use the command

SUMIFS(range, criterion_range1, criterion1 [,criterion_range2,criterion2...])

Create a row in column Trades for each trade, Plumbing etc
for each row use the SUMIFS formula and reference the other sheet (lets call it Transactions) in each column
So for the Budget column, the formula will be

=SUMIFS({Transactions Budget},{Transaction Project},Trades@row)

{Transactions Budget} will reference the entire [Budget $] column of the Transactions sheet

{Transaction Project} will reference the entire [Project] column of the Transactions sheet

Do the same thing for the [Actuals $] column

Use the Reference Another Sheet link when entering the SUMIFS formula, it should appear when you are trying to enter the range.

Andrée Starå

Hi,

Try something like this. Replace the BUDGET $ to actual for that formula.

=SUMIF(PROJECT:PROJECT; "Plumbing"; [BUDGET $]:[BUDGET $])

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

=SUMIF(PROJECT:PROJECT, "Plumbing", [BUDGET $]:[BUDGET $])

Depending on your country you’ll need to exchange the comma to a period and the semi-colon to a comma."

Did it work?

I hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

TeeM

Thanks Frank and Andree,

Your advice is helpful and I am just trying to get it right.

Kind regards

Andrée Starå

@TeeM

Happy to help!

Glad we got it working!

Frank Falco

@Andrée Starå I thought of that but realised there would need to be too many.

I did not want to include in the answer as it may have been confusing.

Good to have it here though for others to reference.

Andrée Starå

@Frank Falco I figured it wasn't that many, but as you say, it's better with more options.

Sign in to join the conversation!

Quick Links

Component react.discussion.discussions had an error.

ref must be one of: categoryID, siteSectionID, category, category/categoryID, category/name, category/description, category/url, category/allowedDiscussionTypes, locale, siteSection, siteSection/basePath, siteSection/contentLocale, siteSection/sectionGroup, siteSection/sectionID, siteSection/name, siteSection/description, siteSection/apps, siteSection/attributes, layoutViewType, discussionID, commentID, page, sort, discussion, discussion/name, tags, breadcrumbs, discussionApiParams, serverDraftID, serverDraft.