SUMIF

TDobson

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.

Andrée Starå

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

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Andrée Starå

@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?

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Bassam Khalil

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:

TDobson

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

I am reviewing the group/sum training webinars today.

TDobson

Is the order of the "search range" important?

Is there an order required?

TDobson

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

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

@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.

TDobson

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

@TDobson

Excellent!

Glad you got it working!

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TDobson

Thank you Andree,

Did what I determined make sense? Am I correct?