Create a running balance by employee

srehbein

Hello,

I am trying to track the amount of sick leave per employee. I want to create a running total by name when the employee name is entered. I have tried to use SUMIF but can't seem to even get it close.

Thanks in advance!

Andrée Starå

@srehbein,

Glad we got it working!

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Lidiya S.

Hello,

Can you please provide some more information, if possible, is the employee name a text/number column or a contact list? Is the sick time logged by date, hrs, # of days?

Looking forward to helping you out with this solution!

Best,

Lidiya Shutaya

lidiya@ddbconsultants.ca

srehbein

Thanks for the prompt response!

There is an employee number column as well as an employee name column. I can adjust however is best. The stick time is logged as hours.

Thanks!

Lidiya S.

Awesome, thank you for the info!

You can create a separate sheet and put the employee names or the employee number in the primary column, and in the column to the right use the SUMIF formula. Here is an example, I know sometimes it's possible to have an extra parenthesis or something which throws the formula off so be mindful.

=SUMIF({Reference the employee name column from the original sheet},=[Employee Name]@row,{Reference the hours column in the original sheet})

If the hours column is just a number ei "8" or "2", the above formula should do the trick.

If the hours column looks more like "8 hrs" or "2 hrs", then you will need some additional requirements in the SUMIF formula or create a helper column in the original sheet that trims the hrs to just display "8" or "2".

Please @ me with any questions/comments/concerns!

Lidiya Shutaya

lidiya@ddbconsultants.ca

srehbein

Here is my current formula: =SUMIF($Employee$1:$Employee$54, {Project Names Range 2}, $[Total Hours]$1:$[Total Hours]$54). I keep showing 0s for the formula.

What am I doing wrong?

Andrée Starå

Hi @srehbein

I hope you're well and safe!

Try something like this.

=SUMIFS({Total Hours}, {Project Names Range 2}, Employee@row)

Did that work/help?

I hope that helps!

Be safe and have a fantastic week!

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!

srehbein

Hi Andree, it is now giving me an #incorrect argument error.

Andrée Starå

@srehbein

Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)

srehbein

Emailed you screenshots.

Andrée Starå

@srehbein,

Glad we 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!