How to add a value from any row that has column = May

Doug M

This sheet (displayed to users as cards) moves projects to different months for capacity planning. We then have a header task for each month which we display the total job value currently assigned to the month.

This value is currently manually calculated.

How/can we have a formula in the header task that sums all the $ fields from rows that have the matching month value?

This way when we move the cards around the totals will update

Paul Newcome

You are going to want to use something along the lines of...

=SUMIFS([$ Column]:[$ Column], [Date Column]:[Date Column], IFERROR(MONTH(@cell), 0) = 5)

Doug M

@Paul Newcome thanks we worked it out starting from your formula, ended up with

=SUMIFS([Sale Price]:[Sale Price], [Month Name]:[Month Name], "May")

as didn't want to use the actual date just the name of the month

Thanks again!

Paul Newcome

You are going to want to use something along the lines of...

=SUMIFS([$ Column]:[$ Column], [Date Column]:[Date Column], IFERROR(MONTH(@cell), 0) = 5)

Doug M

Hi Paul, thanks that works with the date column but I can't seem to get it to work by checking the Month column (May, June, July etc). Does this formula have to refer to a date field?

Paul Newcome

@Navroz Kajani Make sure that the Miro date column is set as a date type column and make sure the data in that cell is an actual date value.

Doug M

@Paul Newcome thanks we worked it out starting from your formula, ended up with

=SUMIFS([Sale Price]:[Sale Price], [Month Name]:[Month Name], "May")

as didn't want to use the actual date just the name of the month

Thanks again!

Paul Newcome

Happy to help. 👍️