Help automate the field update in formula so that my summary is always showing the most recent data
I am currently doing some simple data entry in Smartsheet for my company. I am fairly new to Smartsheet and I am still working on my skills in Excel. For one of my sheet summaries, I am using the formula
=SUMIF(Date:Date, ="07/14/20", [COLUMN NAME]:[COLUMN NAME])
to sum the data in [COLUMN NAME] based on the current date. I do daily updates and so every day that I do my updates, I have to go into my formula and manually change the date so that it lines up with the most recent date. Is there anyway for me to automate this so that the formula always uses the date from row 1 in the Date column?
Best Answer
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Try using a TODAY function like so...
=SUMIF(Date:Date, = TODAY(), [COLUMN NAME]:[COLUMN NAME])
Answers
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Try using a TODAY function like so...
=SUMIF(Date:Date, = TODAY(), [COLUMN NAME]:[COLUMN NAME])
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@Paul Newcome so I tried this formula and I now understand how the TODAY function works but unfortunately my result keeps coming up as 0 when I use this function. When I replace "TODAY()" with the current date though it still works fine.
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How are the dates entered in your Date column? Is the column formatted as a date type column in the column property settings?
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@Paul Newcome That's what the issue was. I was using the primary column as my date column which automatically makes it a text/number column. I created a new column as a date type column and the formula worked perfectly. Thank you again for all of your help Paul! You truly are a blessing to the community and newbies like myself.
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Happy to help! 👍️
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