Sheet Summary Field for Monthly Revenue Totals

06/09/21
Answered - Pending Review

I created the following sheet summary formula in an effort to total forecasted revenue for jobs that are scheduled to run during the month of July:

=SUMIF([Scheduled Start]:[Scheduled Start], MONTH(@cell) = 7, ([Projected Revenue]:[Projected Revenue]))

Unfortunately, the above returns #INVALID DATA TYPE. Can anyone tell me what I'm doing wrong?

Answers

  • Mark CronkMark Cronk ✭✭✭✭✭

    Try:

    =SUMIF([Scheduled Start]:[Scheduled Start], AND(ISDATE(@cell), MONTH(@cell) = 7), [Projected Revenue]:[Projected Revenue])

    [Scheduled start] must be a date column. [Projected revenue] must be a number. The column with this formula must be text/number.

    Work?

    Mark


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  • Thanks, @Mark Cronk, but unfortunately it did not.

    The columns are date and text/number types and I reviewed the contents of the columns to double-check that they only have dates or dollar amounts as appropriate. I'm still getting an #INVALID DATA TYPE error.

  • Mark CronkMark Cronk ✭✭✭✭✭

    Hi Katherine,

    I suggest checking your column contents again. Look for anything in [Scheduled Start] that's not a date. Look for anything that's not a number in [Projected Revenue].

    Is [Projected Revenue] a calculation? If it is try wrapping it in =VALUE(.....)

    If it still doesn't work, add a temporary number column next to [Scheduled start] with the formula =MONTH([scheduled start]@row). Each cell should be a number between 1 and 12. Look for an error. That's your problem. If that doesn't result in an error do the same thing next to [projected revenue] with the formula = 2*[projected revenue]@row). Look for an error.

    Cross your fingers.

    Mark


    I'm grateful for your "Vote Up" or "Insightful". Thank you for contributing to the Community.

  • Hi Mark -

    I figured it out. It just needed an IFERROR and now it works perfectly:

    =SUMIF([Scheduled Start]:[Scheduled Start], (IFERROR(MONTH(@cell), 0) = 7), [Projected Revenue]:[Projected Revenue])

    Thanks!

  • Mark CronkMark Cronk ✭✭✭✭✭

    Perfect. Glad you found a solution. Well done. Thank you for contributing to the Community.

    Mark


    I'm grateful for your "Vote Up" or "Insightful". Thank you for contributing to the Community.

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