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!
Comments
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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:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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It worked! Just had to add the "[" before Appx. Value. Thank you!!!
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Excellent!
Happy to help!
Best,
Andrée
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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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])
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I'm always happy to help!
We're all rookies in the beginning
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:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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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!
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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:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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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
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Haha! No worries!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
You guys are awesome! Thank you!
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Happy to help!
Best,
Andrée
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
Happy to help!
(even though Andree did most of the work haha)
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