Calculating Profit from Sheet Summaries

Amy Shank

I have two sheets. One that tracks registration payments and one that tracks event expenses. Each are summarized using sheet summaries to create totals per event. I need to be able to generate a report view that shows profit. What is the best way to do that?

Amy Shank

This is the summary report pulling from each sheet but I need to be able to take the revenue minus expenses and calculate profit.

Paul Newcome

You are going to have to calculate this on a metrics sheet using cross sheet formulas.

Amy Shank

I could not figure out how to write cross sheet formulas that calculated the different between the sheet summaries from each sheet. The sheet reference only wanted to pull all data from within a column and I need it broken down by event.

Andrée Starå

Hi @Amy Shank

I hope you're well and safe!

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)

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Amy Shank

Absolutely! Thank you for taking the time to respond. Here is a screenshot of the sheet summaries that capture revenue.

I would like to take the sheet summaries above and subtract from them the event expense sheet summaries below to indicate our event profit.. Each of the summaries contain formulas to calculate the numbers you see listed.

Paul Newcome

You cannot reference sheet summary fields in cross sheet references. You will need to reference entire columns and run your calculations that way.

Lets grab one for an example. What are the formulas in each of the summary fields for the HD Conference?