SUMIF

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I have a sheet with values, Dates created and Sales Person. There are multiple Sales Persons attached to multiple values and dates created. I have used SUMIF to gather and total the values per month.

=SUMIF(Created1:Created211, MONTH(@cell) = 8, [Contract Value]1:[Contract Value]211)

How can I also break the values down further per month by a specific sales person.

Thank you for your help.


Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    Hi @TDobson

    I hope you're well and safe!

    Have you looked into using a report instead? The new Group/Sum feature would make it easy to show what you need.

    Would that work/help?

    I hope that helps!

    Be safe and have a fantastic day!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. 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.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    @TDobson

    Try something like this if you want to use formulas instead.

    =IFERROR(SUMIFS([Contract Value]1:[Contract Value]211, Created1:Created211, 
    MONTH(@cell) = 8, [Sales Person]1:[Sales Person]211, 
    "email address of sales person or a reference to a cell where the sales person is selected"), "")
    

    Make sense?

    Did that work/help?

    Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. 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.

  • Bassam Khalil
    Bassam Khalil ✭✭✭✭✭✭
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    Hi @TDobson

    Hope you are fine, Please try the following formula to calculate per month:

    =SUMIFS([Contract Value]:[Contract Value], Created:Created, IFERROR(MONTH(@cell) = 8, ""))
    

    And try the following formula to calculate per month for specific person ( i Used Bassam Khalil in this Example )

    =SUMIFS([Contract Value]:[Contract Value], [sales person]:[sales person],
    HAS(@cell, "Bassam Khalil"), Created:Created, IFERROR(MONTH(@cell) = 8, ""))
    

    the following screenshot shows the result:


    PMP Certified

    bassam.khalil2009@gmail.com

    ☑️ Are you satisfied with my answer to your question? Please help the Community by marking it as an ( Accepted Answer), and I will be grateful for your "Vote Up" or "Insightful"

  • TDobson
    TDobson ✭✭
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    Thank you I will try these options. In regards to using the reports. I am planning on converting the data to a chart. I do not see an option to use a report to create a chart on a dashboard.

  • TDobson
    TDobson ✭✭
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    I am reviewing the group/sum training webinars today.

  • TDobson
    TDobson ✭✭
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    Is the order of the "search range" important?

    Is there an order required?

  • TDobson
    TDobson ✭✭
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    Good day,

    Still not quite getting it. I tried this but it returned "0" even though there is information in the cells to be tabulated.


    =SUMIFS([Contract Value]:[Contract Value], [Sales Person]:[Sales Person], HAS(@cell, "Greg Gordon<ggordon@accoes.com>"), Created:Created, IFERROR(MONTH(@cell) = 8, ""))

  • TDobson
    TDobson ✭✭
    Options

    Also tried this, but it was "#unparseable"

    =IFERROR(SUMIFS([Contract Value]:[Contract Value], [Created]:[Created], (MONTH(@cell) = 8, [Sales Person]1:[Sales Person]217, HAS(@cell, "Greg Gordon<ggordon@acces.com>"), "")

  • Bassam Khalil
    Bassam Khalil ✭✭✭✭✭✭
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    @TDobson

    Am sorry for the delay, Could you please share me as an admin on a sample copy of your sheet and I will check why it's not working with you.

    PMP Certified

    bassam.khalil2009@gmail.com

    ☑️ Are you satisfied with my answer to your question? Please help the Community by marking it as an ( Accepted Answer), and I will be grateful for your "Vote Up" or "Insightful"

  • TDobson
    TDobson ✭✭
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    I believe I have figured it out. I finally decided to try the SUMIFS formula on a separate sheet linking only the contract amount and the Date columns and then creating a list of names then this formula work as desired.

    =SUMIFS([Contract Value]:[Contract Value], Salesperson:Salesperson, HAS(@cell, "Greg Gordon"), Created:Created, IFERROR(MONTH(@cell) = 5, ""))

    My original name list was linked from another sheet which is also linked from a contact list and contains Names and Emails like this: bbob<bbob@accoes.com> and would not work. I believe it is due to the <>.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    @TDobson

    Excellent!

    Glad you got it working!

    Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. 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.

  • TDobson
    TDobson ✭✭
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    Thank you Andree,

    Did what I determined make sense? Am I correct?

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