Formula: calculate percentage based on certain criteria

Hi, please can you assist?

I have 2 worksheets, called "Position Requisition" and "Dashboard Data".

In the "Position Requisition" I have two columns, called "Total Train ATTR" and "Location"

In the "Dashboard Data" I have two columns, called "Primary Column" and "Totals"

I want to add up all the totals in the "Total Train ATTR" column that are associated with a location in the "Location" column and I want that total displayed as a percentage in my "Dashboard Data" sheet.

So if I have 6 Asheville's in "Locations" that totals up to 0.69 in "Total Train ATTR", then I want that to display 11.5% in my "Dashboard Data" sheet.

Answers

  • Genevieve P.
    Genevieve P. Employee
    edited 11/18/22

    Hi @Desire

    You can use a SUMIFS Function to look into a source sheet and sum values based on a criteria. For example, you could write something like this in your Dashboard Data "Totals" column:

    =SUMIFS({Total Train ATTR column}, {Location Column}, [Primary Column]@row)

    You'll want to create two cross-sheet {references} to look at your two columns in the other sheet, see: Create cross sheet references to work with data in another sheet

    Then once you have all the totals, you can use this Dashboard Data sheet as a source for a Pie Chart in your Dashboard. This will automatically create a percentage based on the values for each row compared to the total of all rows.

    Let me know if that works for you!

    Cheers,

    Genevieve

    Join us for Jumpstart 2025 with Community on 23 January (in two time zones)! 🎉 Register here.

  • Desire
    Desire ✭✭✭

    Hi @Genevieve P.

    Thank you so much. I had the correct formula, I just didn't think of using a Pie Chart, it works perfectly, thank you.

  • No problem! Glad I could help 🙂

    Join us for Jumpstart 2025 with Community on 23 January (in two time zones)! 🎉 Register here.

Help Article Resources

Want to practice working with formulas directly in Smartsheet?

Check out the Formula Handbook template!