Welcome to the Smartsheet Forum Archives


The posts in this forum are no longer monitored for accuracy and their content may no longer be current. If there's a discussion here that interests you and you'd like to find (or create) a more current version, please Visit the Current Forums.

=SUMIF Help please:

Heath Sanders
edited 12/09/19 in Archived 2017 Posts

Hi Team,

 

Formula not working…(#UNPARSEABLE) =SUMIFS[Value of Job],2 [Sold Date:]2,>DATE(2016, 12, 31),[Sold Date:]2,<DATE(2017, 2, 1), [Result]2, 1 


Trying to get “Current Month Sales” to calculate “Sold Date” when “Sold Date” matches the current month we are in (January)

    •  

    •  When February rolls over I wanted “Current Month Sales” to roll into “Total Running Sales” Automatically, how do we do this in the sheet?

       

    • I wanted to set up cell that I could reference for previous month sales, i.e  if I enter in January when we are in may it will show that sales for January in a cell I set up. I understand that the above formulas have to be set up first.

       

      Thanks for your help.


Smart Sheet 10-01.png

Comments

  • J. Craig Williams
    J. Craig Williams ✭✭✭✭✭✭



    A community post:

    Heath,


    =SUMIFS[Value of Job],2 [Sold Date:]2,>DATE(2016, 12, 31),[Sold Date:]2,<DATE(2017, 2, 1), [Result]2, 1


    There's lots of things wrong here.

    =SUMIFS(    [ColumnA]:[ColumnA],     << this is a the sum range. You need to designate the column as [Column]:[Column]
                        [ColumnB]:[ColumnB], < DATE(), << each criteria range is a range. the system will look at the row for you. 
                        (same for the > DATE()) range and criteria
                        [ColumnC]:[ColumnC], 1  )     << same thing here. Range, not a cell.
     
    You were missing your open and close parentheses for SUMIFS ()

    I would change your column name of [Result:] to [Result].
    You can see you mistyped it in the formula.

    In fact, many of your column names have a colon (:) at the end. Bad practice and not recommended. You seem to use it in cell's so maybe there i a reason I don't know about.

    You mistyped the name [Value of Jobs] as [Value of Job]

    Assuming you get rid of the colons in the column names, here's the formula:

    =SUMIFS([Value of Jobs]:[Value of Jobs], Result:Result, 1, [Sold Date]:[Sold Date], >DATE(2016, 12, 31), [Sold Date]:[Sold Date], <DATE(2017, 2, 1))

    This will return the sum of the [Value of Jobs] column when the Result is 100% and Sold Date is in January.

    to avoid retyping next month, you could use:

    =SUMIFS([Value of Jobs]:[Value of Jobs], Result:Result, 1, [Sold Date]:[Sold Date], MONTH(@cell) = MONTH(TODAY()))

    This will always show 'CURRENT MONTH'. So if you look at it on Feb 1st, anything sold in January won't be in the total.

     

    Previous Month is also possible with a bit of work. And be aware the Jan 2016 and Jan 2017 will show be in the same total unless you account for YEAR.

    Craig

  • Hi Craig,

     

    I have totals for some of the rows in first column, so have to start with row 2 ect.

    , MONTH(@cell) ? Vaule of jobs = $$$, Result = %%%, Sold Date = Calander, Current Month Sales = Value of Jobs when the Sold Date has a January date in it. Shouldnt this formula go into Current Month Sales ????  

     

    =SUMIFS([Value of Jobs]2:[Value of Jobs]50, [Result]2:[Result]50, 1, [Sold Date]2:[Sold Date]50, MONTH([(@cell) = MONTH(TODAY()))

     

    Thanks Mate

    H

     

     

     

  • Hi Craig,

     

    I have totals for some of the rows in first column, so have to start with row 2 ect.

    , MONTH(@cell) ? Vaule of jobs = $$$, Result = %%%, Sold Date = Calander, Current Month Sales = Value of Jobs when the Sold Date has a January date in it. Shouldnt this formula go into Current Month Sales ????  

     

    =SUMIFS([Value of Jobs]2:[Value of Jobs]50, [Result]2:[Result]50, 1, [Sold Date]2:[Sold Date]50, MONTH([(@cell) = MONTH(TODAY()))

     

    Thanks Mate

    H

     

     

     

  • One more thing......I'll put in the year also. This formula is here to stay.

    Is it =YEAR(MONTH(TODAY()))) for a matter of interest ?

     

    Thanks Craig

  • J. Craig Williams
    J. Craig Williams ✭✭✭✭✭✭

    Heath,

     

    If I understand the question, yes, the formula goes in the [Current Month Sales] column.

     

    To add the year, add another range/criteria pair with the same format as your MONTH() formulas and replace MONTH with YEAR.

     

    MONTH() and YEAR() both take dates and return a number for the month and year respectively.

     

    Hope that helps.


    Craig

  • Hi Craig,

    Thanks again for your help

     

    Is this correct ?

     

    =SUMIFS([Value of Jobs]2:[Value of Jobs]50, Result2:Result50, 1, [Sold Date]2:[Sold Date]50, MONTH(@cell) = MONTH(TODAY(),SUMIFS([Value of Jobs]2:[Value of Jobs]50, Result2:Result50, 1, [Sold Date]2:[Sold Date]50, MONTH(@cell) = YEAR(TODAY()))

  • J. Craig Williams
    J. Craig Williams ✭✭✭✭✭✭
    edited 01/19/17

    Heath,

     

    No.

    At a glance, your last criteria should be

     

    YEAR(@cell) = YEAR(TODAY())

     

    There might be more - that's just by looking at it.

    If you share it to me, I'll check for sure.

     

    Craig

This discussion has been closed.