SHEET SUMMARY FORMULA
Hello,
I need to build a sheet summary (report) for all the sum of the table below.
I want to show on my Dashboard a Summary of each Status (In Progress etc....for each month... for Jose and Karlo and 5 more not included in my screen capture.
Can you help me? Thanks.
Best Answer
-
You can use a SUMIF function to do this! Here's an example of looking for the total numbers of the status "In Progress" across all users, just for the month of May:
=SUMIF([Associate/Category]:[Associate/Category], "In Progress", May:May)
Then to find it for June, update the formula to have a different Sum Range at the end of the formula:
=SUMIF([Associate/Category]:[Associate/Category], "In Progress", June:June)
To adjust the criteria or category that it's searching for, update the words in quotes:
=SUMIF([Associate/Category]:[Associate/Category], "Pending", May:May)
Does that make sense? Once you've set this up in your Sheet Summary fields (one field per-formula), you can then run a Sheet Summary Report using these fields. Let me know if I've misunderstood what you're looking to do or if you have any more questions!
Cheers,
Genevieve
Need more help? 👀 | Help and Learning Center
こんにちは (Konnichiwa), Hallo, Hola, Bonjour, Olá, Ciao! 👋 | Global Discussions
Answers
-
You can use a SUMIF function to do this! Here's an example of looking for the total numbers of the status "In Progress" across all users, just for the month of May:
=SUMIF([Associate/Category]:[Associate/Category], "In Progress", May:May)
Then to find it for June, update the formula to have a different Sum Range at the end of the formula:
=SUMIF([Associate/Category]:[Associate/Category], "In Progress", June:June)
To adjust the criteria or category that it's searching for, update the words in quotes:
=SUMIF([Associate/Category]:[Associate/Category], "Pending", May:May)
Does that make sense? Once you've set this up in your Sheet Summary fields (one field per-formula), you can then run a Sheet Summary Report using these fields. Let me know if I've misunderstood what you're looking to do or if you have any more questions!
Cheers,
Genevieve
Need more help? 👀 | Help and Learning Center
こんにちは (Konnichiwa), Hallo, Hola, Bonjour, Olá, Ciao! 👋 | Global Discussions
Help Article Resources
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 64.9K Get Help
- 439 Global Discussions
- 138 Industry Talk
- 470 Announcements
- 4.9K Ideas & Feature Requests
- 129 Brandfolder
- 148 Just for fun
- 67 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!