How to add a value from any row that has column = May

Doug M · 05/14/21

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

Screenshot_20210514-194117_Smartsheet~2.jpg

Paul Newcome · 05/14/21

You are going to want to use something along the lines of...

=SUMIFS([$ Column]:[$ Column], [Date Column]:[Date Column], IFERROR(MONTH(@cell), 0) = 5)

Doug M · 05/19/21

@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!

Paul Newcome · 05/14/21

You are going to want to use something along the lines of...

=SUMIFS([$ Column]:[$ Column], [Date Column]:[Date Column], IFERROR(MONTH(@cell), 0) = 5)

Doug M · 05/19/21

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?

Paul Newcome · 05/19/21

@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.

Doug M · 05/19/21

@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!

Paul Newcome · 05/19/21

Happy to help. 👍️

How to add a value from any row that has column = May

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