SUMIF Contact? Help please!

I'm trying to get the total of a column where the row contains a specific sales person. Can someone help me out?

Here is what I tried:

=SUMIF([Sales Person]:[Sales Person], "Kevin", [Appx. Value]:Appx. Value])

Screenshot attached...thanks in advance!

Smartsheet.png

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Comments

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi Luke,

    You'd have to reference the full name or a specific cell with the name.

    =SUMIF([Sales Person]:[Sales Person], "Kevin Mielke", [Appx. Value]:Appx. Value])

    Did it work?

    Have a fantastic day!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • It worked! Just had to add the "[" before Appx. Value. Thank you!!!

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Excellent!

    Happy to help!

    Best,

    Andrée

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected]ld.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • I've run into another issue. I would like to add additional requirements for the IFSUM statement. In addition to the Salesperson, I want to only sum if it is in certain stages under the "Stage" column.

    I tried this but it didn't work...I'm a rook I know. Can you help me out?

    =SUMIF([Sales Person]:[Sales Person], "Kevin Mielke", AND [Stage]:[Stage], "1-Concept/Budget", [Appx. Value]:[Appx. Value])

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    I'm always happy to help!

    We're all rookies in the beginning wink

    You'd use a SUMIFS formula for your scenario.

    Try this.

    =SUMIFS([Appx. Value]:[Appx. Value]; [Sales Person]:[Sales Person]; "Kevin Mielke"; Stage:Stage; "1-Concept/Budget")    

    The same version but with the below changes for your and others convenience.    

    =SUMIFS([Appx. Value]:[Appx. Value], [Sales Person]:[Sales Person], "Kevin Mielke", Stage:Stage, "1-Concept/Budget")

    Did it work?

    Best,

    Andrée

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • The bottom one worked! However, I would like it to also sum if it is in Stage 2  "2-Proposal".

    In other words I want the sum of Appx. Value for all of Kevin Mielke's projects that are in stages 1 and 2. I tried this:

    =SUMIFS([Appx. Value]:[Appx. Value], [Sales Person]:[Sales Person], "Kevin Mielke", Stage:Stage, "1-Concept/Budget", OR Stage:Stage, "2-Proposal")

    Thanks so much!

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    You would establish the range only once, and the OR function would actually wrap around your criteria with some @cell references.

     

    =SUMIFS([Appx. Value]:[Appx. Value], [Sales Person]:[Sales Person], "Kevin Mielke", Stage:Stage, OR(@cell = "1-Concept/Budget", @cell = "2-Proposal"))

    thinkspi.com

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Happy to help!

    Paul beat me to it!

    Best,

    Andrée

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    Sorry Andree. I know you're in a different time zone, so I wasn't sure if you'd be getting back to it today or not. As of this post, it's only 1608 here. Lol

    thinkspi.com

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Haha! No worries! laugh

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • You guys are awesome! Thank you!

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Happy to help!

    Best,

    Andrée

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    Happy to help! yes

     

    (even though Andree did most of the work haha)

    thinkspi.com