Help with multiple criteria formula!

Hi Guys,

I'm trying to do a difficult job here but the best way to explain it is as the end goal we want a display dashboard that shows a % of where our current sales and invoice are for the month live so it doesn't need to be manually updated so when we add rows it doesn't need maintenance and converted to percentage to goal.

We have a master sheet which has a column for the invoiced amount, the date and a column that calculate if the invoice is this month and return true

We have another which has the sales date, the amount of $ on the sale and another to calculate if it is that month.

Im trying to get this to show as a chart on a dashboard showing how close we are to the target.


Any help is appreciated thanks!

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @Mark Mark

    I hope you're well and safe!

    Can you maybe share some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help.

    I hope that helps!

    Be safe, and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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  • Mark Mark
    Mark Mark ✭✭✭

    Sure

    Here is a copy of the invoiced sales

    The calculator uses this code

    =IF(AND(MONTH([Last Invoiced Date]@row) = MONTH(TODAY()), YEAR([Last Invoiced Date]@row) = YEAR(TODAY())), 1)

    Same for the sales


    =IF(AND(MONTH([Entry / Won Date]@row) = MONTH(TODAY()), YEAR([Entry / Won Date]@row) = YEAR(TODAY())), 1)


    I'm hoping in the end I will be able to use some type of graph that doesnt show dollar value but would be eg $100,000 out of $500,000 target would show as a graph showing 20% out of 100% has been reached if that makes sense that will read this data live and on its own that can be shown on a screen in our office.

  • Katy H
    Katy H ✭✭✭✭✭✭

    Hi @Mark Mark

    To help clarify this further, are these number values in separate sheets? If they are you will need to join them together using a formula.

    Usually, I create a metric sheet that evaluates values from one or more sheets.

    You would have to include several columns, but it would automatically draw in values based on dates, and then you could create a report that looked at that data and fed a graph.

    Hard to give you specific formulas or details without more information but I included a screenshot of what that might look like below.


    Katy Hall

    Head of Product Management

    ILLA Canna

    LinkedIn

  • Mark Mark
    Mark Mark ✭✭✭

    Yeah i understand that but is there a way to get the Total Sales for the month to be reading from the live sheet if this month is true then calculate to = that value?

  • Katy H
    Katy H ✭✭✭✭✭✭

    Yes, there is, but I didn't have enough information from your original posts to build one, but it would look something like this:

    =SUMIFS({Total Sales}, {Entry Won Date}, MONTH(@cell)=Month@row, {Entry Won Date}, YEAR(@cell)=Year@row)
    

    The curly brackets indicate cross-sheet references that would look at specific columns in the other sheet.

    Hopefully this makes sense.

    Katy Hall

    Head of Product Management

    ILLA Canna

    LinkedIn

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