Formula to calculate Monthly Total

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I am trying to get the Total Amount for January only, but I keep getting 0.

My sheet has dates up to Dec, and I created a helper column to filter months, but I can't get it to work. I used this formula:

=SUMIFS([Total Amount]1:[Total Amount]17, Date1:Date17, IFERROR(MONTH(@cell), 0) = [Helper Month Column]@row)

Any idea what I am doing wrong? screenshot attached. Thanks



Best Answer

  • Genevieve P.
    Genevieve P. Employee Admin
    Answer ✓
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    Hi @Shile

    The MONTH Function returns months as numerical values (ex. January = 1, not "January"). This means that if you're looking to see if the Date cell has January, you'll want to look for 1.

    MONTH(@cell) = 1

    Try this instead:

    =SUMIFS([Total Amount]1:[Total Amount]17, Date1:Date17, IFERROR(MONTH(@cell), 0) = 1)

    You could actually delete out your helper column in this instance! Let me know if that works and makes sense.

    Cheers,

    Genevieve

Answers

  • Genevieve P.
    Genevieve P. Employee Admin
    Answer ✓
    Options

    Hi @Shile

    The MONTH Function returns months as numerical values (ex. January = 1, not "January"). This means that if you're looking to see if the Date cell has January, you'll want to look for 1.

    MONTH(@cell) = 1

    Try this instead:

    =SUMIFS([Total Amount]1:[Total Amount]17, Date1:Date17, IFERROR(MONTH(@cell), 0) = 1)

    You could actually delete out your helper column in this instance! Let me know if that works and makes sense.

    Cheers,

    Genevieve

  • Shile
    Options

    Thanks for helping.

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