Sumif by year and month

02/23/21
Answered - Pending Review

i am trying to sum my values that are registered in a selected year and month without doing a start and finish date.


is there a way of doing it just based on year selected in a drop down and a preset month?

Answers

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi @Suzanne Burton

    I hope you're well and safe!

    Not sure I follow.

    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, [email protected])

    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 PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • edited 02/23/21

    Hi Andre


    i have a list of order values and the date the order was placed in one sheet in another sheet i want to be able to select the year and for it to add up all the order values that were placed in that year



    Thanks

    Suzanne

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    @Suzanne Burton

    Try something like this.

    I usually use one or multiple Sheet Summary fields to select the criteria.

    =SUMIFS({Range Amount}; {Range Date}; MONTH(@cell) = MONTH#; {Range Date}; YEAR(@cell) = YEAR#)

    Make sense?

    Did it work?

    Remember! Did my post(s) help or answer your question or solve your problem? Please support 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 PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • edited 02/23/21

    Hi @Andrée Starå


    Sorry Andree i have just noticed my own error it has worked thank you!!

  • Hi @Andrée Starå


    i have just moved it over into the actual sheet now referencing the other sheets and i get an error


    =SUMIFS({Automation - SF Order Value}, {Automation - SF Order Date}, MONTH(@cell) = 1, {Automation - SF Order Date}, YEAR(@cell) = 2020)

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