Need help with a SUMIFS formula I need to modify
I am currently using this formula for some KPI reporting and it is working great. I am now being asked to also filter by another criteria (eg. Project Manager = John Smith)
How do I add that without breaking the formula?
Tagging my formula guru for visibility @Paul Newcome
Best Answer
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Hi @Kelly Gabel
SUMIFS and COUNTIFS (plural) are really easy to add new criteria to! All you have to do is identify the {range} or column that houses the name, add a comma, then identify the name itself.
Ex:
=SUMIFS({ProjectHours}, {DailyLogDate}, AND(IFERROR(MONTH(@cell), 0) = 1, IFERROR(YEAR(@cell), 0) = 2022), {Project Manager Column}, "John Smith" )
=COUNTIFS({DailyLogDate}, AND(IFERROR(MONTH(@cell), 0) = 1, IFERROR(YEAR(@cell), 0) = 2022), {Project Manager Column}, "John Smith" )
If you have a column listing out your Project Managers in this sheet that has the formula, that's even easier. Instead of typing "John Smith" in quotes, you would just reference the cell:
=COUNTIFS({DailyLogDate}, AND(IFERROR(MONTH(@cell), 0) = 1, IFERROR(YEAR(@cell), 0) = 2022), {Project Manager Column}, [Project Manager]@row)
Cheers,
Genevieve
Need more help? 👀 | Help and Learning Center
こんにちは (Konnichiwa), Hallo, Hola, Bonjour, Olá, Ciao! 👋 | Global Discussions
Answers
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Helps if I include the formula LOL
=SUMIFS({ProjectHours}, {DailyLogDate}, AND(IFERROR(MONTH(@cell), 0) = 1, IFERROR(YEAR(@cell), 0) = 2022))
same question for the following COUNTIFS formula actually, if it's different.
=COUNTIF({DailyLogDate}, AND(IFERROR(MONTH(@cell), 0) = 1, IFERROR(YEAR(@cell), 0) = 2022))
-
Hi @Kelly Gabel
SUMIFS and COUNTIFS (plural) are really easy to add new criteria to! All you have to do is identify the {range} or column that houses the name, add a comma, then identify the name itself.
Ex:
=SUMIFS({ProjectHours}, {DailyLogDate}, AND(IFERROR(MONTH(@cell), 0) = 1, IFERROR(YEAR(@cell), 0) = 2022), {Project Manager Column}, "John Smith" )
=COUNTIFS({DailyLogDate}, AND(IFERROR(MONTH(@cell), 0) = 1, IFERROR(YEAR(@cell), 0) = 2022), {Project Manager Column}, "John Smith" )
If you have a column listing out your Project Managers in this sheet that has the formula, that's even easier. Instead of typing "John Smith" in quotes, you would just reference the cell:
=COUNTIFS({DailyLogDate}, AND(IFERROR(MONTH(@cell), 0) = 1, IFERROR(YEAR(@cell), 0) = 2022), {Project Manager Column}, [Project Manager]@row)
Cheers,
Genevieve
Need more help? 👀 | Help and Learning Center
こんにちは (Konnichiwa), Hallo, Hola, Bonjour, Olá, Ciao! 👋 | Global Discussions
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@Genevieve P. Thank you so much!! Turns out, my attempts were REALLY close!!! You saved my bacon!
Thanks again!
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Haha no problem! 🥓
Need more help? 👀 | Help and Learning Center
こんにちは (Konnichiwa), Hallo, Hola, Bonjour, Olá, Ciao! 👋 | Global Discussions
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