Sum by Month

3wing

We have a sheet that has a delivery fee, same day booking fee and pickup fee. I want to total those amounts per month based on the rental start date at the bottom of the sheet. We also have a tip column that would also need to be totaled separately per month. I'm new to smartsheet - so any help would be appreciated.

3wing

@Mike Wilday I got it figured out. I totaled the columns first - then added the totals together using this formula: =SUMIFS(TOTAL:TOTAL, [Rental Start Date]:[Rental Start Date], AND(IFERROR(MONTH(@cell), 0) = 12, IFERROR(YEAR(@cell), 0) = 2022)) Thanks again for your help. I'm all set!

Mike Wilday

It might be easier to write formulas and sum that data in the Sheet Summary section.

https://help.smartsheet.com/learning-track/level-2-intermediate-users/sheet-summary

=SUMIFS( range, criterionrange1, criterion1, criterionrange2, criterion2)

In your case try =SUMIFS([Del. Fee]:[Del. Fee],[Rental Start Date]:[Rental Start Date], year([Rental Start Date]:[Rental Start Date])=2022, [Rental Start Date]:[Rental Start Date], Month([Rental Start Date]:[Rental Start Date])=12)

Mike Wilday

You can also summarize data in a report

https://help.smartsheet.com/articles/2482083-summarize-content-to-extract-key-information-with-report-builder

3wing

For some reason that formula produces a $0 amount. How would you add the Pick Up Fee so that it is included in the monthly total as well? @Mike Wilday Thanks for taking the time to help me.

3wing

@Mike Wilday I have this working on just the Del. Fee - now how would I get it to add the other two columns as well? =SUMIFS([Del. Fee]:[Del. Fee], [Rental Start Date]:[Rental Start Date], AND(IFERROR(MONTH(@cell), 0) = 12, IFERROR(YEAR(@cell), 0) = 2022))

3wing

@Mike Wilday I got it figured out. I totaled the columns first - then added the totals together using this formula: =SUMIFS(TOTAL:TOTAL, [Rental Start Date]:[Rental Start Date], AND(IFERROR(MONTH(@cell), 0) = 12, IFERROR(YEAR(@cell), 0) = 2022)) Thanks again for your help. I'm all set!

Mike Wilday

I'm glad I was able to help point you in the right direction. Sorry I missed your other comments!