How do you create YTD formulas to track sums during a specific period?
I am having trouble creating a YTD formula to sum the total grants awarded for a given period. Any guidance would be appreciated.
Thank you
Best Answer
-
You would need to use a SUMIFS along the lines of...
=SUMIFS({Amount Column}, {Date Column}, IFERROR(YEAR(@cell), 0) = 2022)
Answers
-
Are you wanting this on the same sheet or a different sheet? Are you able to provide a screenshot of the column headers for reference?
-
Hi Paul,
Sure, here are two screen shots - 1 from the smartsheet and 2-showing the dashboard I created. I would like to incorporate the YTDs on the dashboard.
Thank you!!
-
You would need to use a SUMIFS along the lines of...
=SUMIFS({Amount Column}, {Date Column}, IFERROR(YEAR(@cell), 0) = 2022)
-
Thanks, Paul; I'll give this a try.
-
Happy to help. 👍️
Help Article Resources
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 63.8K Get Help
- 410 Global Discussions
- 219 Industry Talk
- 457 Announcements
- 4.7K Ideas & Feature Requests
- 141 Brandfolder
- 136 Just for fun
- 57 Community Job Board
- 459 Show & Tell
- 31 Member Spotlight
- 1 SmartStories
- 297 Events
- 37 Webinars
- 7.3K Forum Archives
Check out the Formula Handbook template!