How to add a value from any row that has column = May
This sheet (displayed to users as cards) moves projects to different months for capacity planning. We then have a header task for each month which we display the total job value currently assigned to the month.
This value is currently manually calculated.
How/can we have a formula in the header task that sums all the $ fields from rows that have the matching month value?
This way when we move the cards around the totals will update
Best Answers
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You are going to want to use something along the lines of...
=SUMIFS([$ Column]:[$ Column], [Date Column]:[Date Column], IFERROR(MONTH(@cell), 0) = 5)
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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@Paul Newcome thanks we worked it out starting from your formula, ended up with
=SUMIFS([Sale Price]:[Sale Price], [Month Name]:[Month Name], "May")
as didn't want to use the actual date just the name of the month
Thanks again!
Answers
-
You are going to want to use something along the lines of...
=SUMIFS([$ Column]:[$ Column], [Date Column]:[Date Column], IFERROR(MONTH(@cell), 0) = 5)
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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Hi Paul, thanks that works with the date column but I can't seem to get it to work by checking the Month column (May, June, July etc). Does this formula have to refer to a date field?
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@Navroz Kajani Make sure that the Miro date column is set as a date type column and make sure the data in that cell is an actual date value.
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
-
@Paul Newcome thanks we worked it out starting from your formula, ended up with
=SUMIFS([Sale Price]:[Sale Price], [Month Name]:[Month Name], "May")
as didn't want to use the actual date just the name of the month
Thanks again!
-
Happy to help. 👍️
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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