SUMIFS cross sheets for months and years

I am trying to calculate total Amount in sheet#1 below by referring to sheet#2's [Date Sent to Client] and [Related Opportunity: Amount]:

Sheet#2:

So the Amount in sheet#1

SUMIFS({Sheet#2}[Related Opportunity: Amount], YEAR(Sheet#2[Date Sent to Client]=STC-year), MONTH(Sheet#2[Date Sent to Client]=STC-Month)

I have tried many times but still frustrated to make it work. Thanks

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Best Answer

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭
    Answer ✓

    You are going to need something that looks like this...

    =SUMIFS({Sheet 2 Amount Column}, {Sheet 2 Date Column}, AND(IFERROR(YEAR(@cell), 0) = [STC-Year]@row, IFERROR(MONTH(@cell, 0) = [STC-Month]@row))

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Answers

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭
    Answer ✓

    You are going to need something that looks like this...

    =SUMIFS({Sheet 2 Amount Column}, {Sheet 2 Date Column}, AND(IFERROR(YEAR(@cell), 0) = [STC-Year]@row, IFERROR(MONTH(@cell, 0) = [STC-Month]@row))

    Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!

    CERTIFIED SMARTSHEET PLATINUM PARTNER

    10xViz.com

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