Sheet Summary

Hi Team!

I have an invoice tracker, and I'd like to use the sheet summary to indicate 2 different fields: "Total Paid" and "Total Due"

My columns are "Amount" and "Paid Date" "

For "Total Amount" I am using =SUM(Amount:Amount).

"Total Paid" - If a date is populated in the "Paid Date" column, calculate the the total sum from the "Amount" column.

"Total Due" - If the "Paid Date" column is left blank, calculate the the total sum from the "Amount" column.


Thank you ahead of time for your help!

Answers

  • Paul H
    Paul H ✭✭✭✭✭✭

    Total Paid =SUMIF([Paid Date]:[Paid Date], ISDATE(@cell), Amount:Amount)

    Total Due =SUMIF([Paid Date]:[Paid Date], ISBLANK(@cell), Amount:Amount)

  • FlyFlip
    FlyFlip ✭✭

    Thank you Paul for the quick response! It worked perfectly!

    If it is ok, I have another question. I noticed on the sheet summary there is an option for a contact list, date, dropdown, etc but I haven't figured out how to utilize them. It is my assumption that if I chose dropdown for example, I could list all the projects I have invoices for and when I chose the project it would calculate everything for that project but that doesn't seem to be the case. Can you explain to me how to utilize those sheet summary options? I tried researching it but nothing that gives detailed explanation or examples.

  • Paul H
    Paul H ✭✭✭✭✭✭

    @FlyFlip Sorry I havent had any need to use those summery sheet options. Maybe someone who has used them in a solution can offer some help

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @FlyFlip

    I hope you're well and safe!

    Yes, you can use the Sheet Summary fields as a selector. I do that all the time in my client solutions. I also use it to collect default values on each row in the sheet and more.

    More info.

    I hope that helps!

    Have a fantastic week & Happy New Year!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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  • FlyFlip
    FlyFlip ✭✭

    Hi Andree,

    Thanks for Smartsheet reference, but I have viewed that before and it still doesn't help me understand how to utilize the contact list, date, dropdown, etc for the Sheet Summary.

    Are you able to show me an example how you utilized it?


    Thanks!

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