SUMIF
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
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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.
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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.
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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:
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"
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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.
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I am reviewing the group/sum training webinars today.
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Is the order of the "search range" important?
Is there an order required?
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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, ""))
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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>"), "")
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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.
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"
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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 <>.
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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.
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Thank you Andree,
Did what I determined make sense? Am I correct?
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