Formula lookup separate sheet to get more info after a SUMIF
I have a sumif formula that is working nicely to return the value of a payment that I am getting ZAPIER to add a row to a separate sheet that has all the payments.
Formula:
=SUMIFS({Square Payments Range 2}, {Square Payments Range 1}, [Participant ID]442, {BIP Online Payments Range 1}, <=[Group Date]442, {BIP Online Payments Range 1}, >([Group Date]442 - 7))
Now I would like to retrieve the Number and transaction type from the same sheet that has the payments. So essentially same criteria that returns the first value that matches (which will be the only value).
I cant get vlookup, match, index to work with the multiple criterias - ID and Date Range. This seems like an easy thing to figure out.
Best Answers
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Couldn’t you use the copy row feature instead of Zapier?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) 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.
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I've removed the images from this post for you. If this was incorrect and you would still like them to appear, please feel free to post them again.
Cheers,
Genevieve
Community Moderator
Need more help? 👀 | Help and Learning Center
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Answers
-
Couldn’t you use the copy row feature instead of Zapier?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) 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.
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I am pulling this payment info from our website payments in ECWID. So I use ZAPIER. Do you know how I can duplicate the formula and pull the invoice number to this sheet also?
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Ok. Then I understand why you need Zapier.
Do you have anything that is unique for each row that we can use?
You could probably use the JOIN feature to match and collect what you need.
Make sense?
I'd be happy to take a quick look
Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)
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.
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here is my sumif that is in the first sheet under online payments. I am trying to put the trans type and number from BIP Online payments in the corresponding row in the blue rows that you see in the low picture
*Image removed*
=SUMIFS({Square Payments Range 2}, {Square Payments Range 1}, [Participant ID]442, {BIP Online Payments Range 1}, <=[Group Date]442, {BIP Online Payments Range 1}, >([Group Date]442 - 7))
*Image removed*
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I need to probably hide a few columns like you said. How do I pull this down? Sorry.
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Can you maybe share the sheet(s)/copies of the sheet(s)? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)
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.
-
I've removed the images from this post for you. If this was incorrect and you would still like them to appear, please feel free to post them again.
Cheers,
Genevieve
Community Moderator
Need more help? 👀 | Help and Learning Center
こんにちは (Konnichiwa), Hallo, Hola, Bonjour, Olá, Ciao! 👋 | Global Discussions
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