Accumulative Formula required for daily cadence?
Good Morning
Hope someone can help me. I want to keep track of the accumulative total for each spreadsheet.
For example see below - Tomorrow when i enter in Thursdays actual data of 5 - i would like:
- The bottom total to add up to Target total 160
- The Actual Column to add up to 105 (if actual number is 5 for the day)
- The +/1 Column to adjust itself to -55 (160-105).
The tricky part is i only want this to add up when i enter the Actual figure this can be any time of the day.
Thanks everyone for your help Chris
Best Answers
-
Hi Chris
Try using this formula in the Target column (in place of your 152 total here):
=SUMIF(Actual1:Actual31, >=0, Target1:Target31)
Then in your +/- column (where your -52 total is):
=SUMIF(Actual1:Actual31, >=0, [+/-]1:[+/-]31)
This formula is looking at the Actual column and if there is a 0 or a number greater than 0 present it is adding up the total of the Target (or +/-) column for the same rows. (nb use relevant row numbers in your range - I have chosen 1 - 31 here as this is the number of rows in your screenshot!)
It works for me:
Hope this helps
Kind regards
Debbie Sawyer Consultant & Training Manager
-
Hi Chris,
Here's another alternative to Debbies excellent one.
Try something like this.
Target
=SUMIF(Created:Created; <=TODAY(); Target:Target)
The same version but with the below changes for your and others convenience.
=SUMIF(Created:Created, <=TODAY(), Target:Target)
Actual
=SUM(Actual:Actual)
+/-
=Actual@row - Target@row
Depending on your country you’ll need to exchange the comma to a period and the semi-colon to a comma.
Would that work?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
✅Did my post help or 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!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
Or you could just use
=SUM(range)
in the Target and Actual cells.
=SUM(Target1:Target31)
=SUM(Actual1:Actual31)
Then use
=Actual@row - Target@row
in the [+/-] cell.
There is no need to specify to ignore blank fields as they are counted as zero anyway and won't change your final numbers.
Answers
-
Hi Chris
Try using this formula in the Target column (in place of your 152 total here):
=SUMIF(Actual1:Actual31, >=0, Target1:Target31)
Then in your +/- column (where your -52 total is):
=SUMIF(Actual1:Actual31, >=0, [+/-]1:[+/-]31)
This formula is looking at the Actual column and if there is a 0 or a number greater than 0 present it is adding up the total of the Target (or +/-) column for the same rows. (nb use relevant row numbers in your range - I have chosen 1 - 31 here as this is the number of rows in your screenshot!)
It works for me:
Hope this helps
Kind regards
Debbie Sawyer Consultant & Training Manager
-
Hi Chris,
Here's another alternative to Debbies excellent one.
Try something like this.
Target
=SUMIF(Created:Created; <=TODAY(); Target:Target)
The same version but with the below changes for your and others convenience.
=SUMIF(Created:Created, <=TODAY(), Target:Target)
Actual
=SUM(Actual:Actual)
+/-
=Actual@row - Target@row
Depending on your country you’ll need to exchange the comma to a period and the semi-colon to a comma.
Would that work?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
✅Did my post help or 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!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
Or you could just use
=SUM(range)
in the Target and Actual cells.
=SUM(Target1:Target31)
=SUM(Actual1:Actual31)
Then use
=Actual@row - Target@row
in the [+/-] cell.
There is no need to specify to ignore blank fields as they are counted as zero anyway and won't change your final numbers.
-
If I do not misunderstand Chris's need, that won't work. Target will be filled first, and then the values will not be correct because he only wants to show them after the Actual is added.
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
@Andrée Starå Apparently it is too early in the morning for me. I missed that part. You're right.
@chris.italiano78351 Disregard my previous comment. In my attempt to simplify things, I missed the part that said it wasn't that simple.
-
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
Haha. Good thing you're only looking at today. If we went far enough back, you'd have me blown out of the water. 🤣
-
Thanks Heaps Debbie, Andrea and Paul - Exactly what i was after. 👍👍
Stay Safe and take care
Chris
-
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Help Article Resources
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 64.8K Get Help
- 434 Global Discussions
- 138 Industry Talk
- 470 Announcements
- 4.9K Ideas & Feature Requests
- 129 Brandfolder
- 148 Just for fun
- 65 Community Job Board
- 486 Show & Tell
- 33 Member Spotlight
- 2 SmartStories
- 300 Events
- 36 Webinars
- 7.3K Forum Archives
Check out the Formula Handbook template!