Conditional formulas with multi-select contact list

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edited 09/08/22

I have a formula like this with a cross-sheet reference:

=SUMIF({Owner Range}, Owner@row, {Sum Range})

where Owner is a contact and Owner Range is a multi-select contact list. Some cells have multiple contacts in them and do not count towards this sum. How do I create a formula that will sum any cell containing Owner@row?

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You would need the HAS function:

=SUMIF({Owner Range}, HAS(@cell, Owner@row), {Sum Range})

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I hope you're well and safe!

You'd use the HAS function.

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, Awesome, 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.

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Options

You would need the HAS function:

=SUMIF({Owner Range}, HAS(@cell, Owner@row), {Sum Range})

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Options

I hope you're well and safe!

You'd use the HAS function.

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, Awesome, 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.

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Hi - How do I add a date range filter or lookup to this formula? I think the above formula will work for my needs but I also need to add a condition that the date must be within a specified range.

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Hi @SB MS, you should be able to use a SUMIFS formula to add another condition or two restricting the dates to a specific range.

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@SB MS You will need to use a SUMIFS to include additional range/criteria sets.

=SUMIFS({Sum Range}, {Owner Range}, HAS(@cell, Owner@row), {Date Range}, AND(@cell>= DATE(yyyy, mm, dd), @cell<= DATE(yyyy, mm, dd)))

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edited 07/20/23
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@Paul Newcome Thank you! Thank you so much - worked perfectly. I've been trying to figure this out for months!

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@SB MS Happy to help. 👍️

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