Calculating Profit from Sheet Summaries
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?
Answers
-
This is the summary report pulling from each sheet but I need to be able to take the revenue minus expenses and calculate profit.
-
You are going to have to calculate this on a metrics sheet using cross sheet formulas.
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
-
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.
-
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
✅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.
-
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.
-
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?
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
Help Article Resources
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 62.8K Get Help
- 376 Global Discussions
- 207 Industry Talk
- 440 Announcements
- 4.5K Ideas & Feature Requests
- 139 Brandfolder
- 129 Just for fun
- 130 Community Job Board
- 449 Show & Tell
- 30 Member Spotlight
- 1 SmartStories
- 284 Events
- 33 Webinars
- 7.3K Forum Archives
Check out the Formula Handbook template!