Simple Sum question
This is a simple one but just having a hard time getting it to work.
I have multiple clients who purchase a variety of products per invoice. I need a Sum of the Product Type per Client. I've attached an image.
For example, I'd like to know Sum of Product 1 for Client 1. In this case the running total =5.
I realize I could do this in a report, but I need it as an equation (likely in a metric sheet) so I can add automations/notifications when a client might be reaching a threshold of Products purchased.
Best Answer
-
Matt Johnson ✭✭✭✭✭✭This formula should work:
=SUMIFS([Total Per Invoice]:[Total Per Invoice], Client:Client, "Client 1", [Product/Item]:[Product/Item], "Product 1")
If you are putting it on a metric sheet, the ranges will look a little different and you could save time by listing the clients in a column and the products in another column and using the "@row" function instead of the typing out "Client 1", for example. Then you could drag the formula down or make it a column formula depending on your use case.
I hope that helps.
Matt
Answers
-
Matt Johnson ✭✭✭✭✭✭
This formula should work:
=SUMIFS([Total Per Invoice]:[Total Per Invoice], Client:Client, "Client 1", [Product/Item]:[Product/Item], "Product 1")
If you are putting it on a metric sheet, the ranges will look a little different and you could save time by listing the clients in a column and the products in another column and using the "@row" function instead of the typing out "Client 1", for example. Then you could drag the formula down or make it a column formula depending on your use case.
I hope that helps.
Matt
-
jedelman ✭
Thanks@Matt Johnson
Worked perfectly
Help Article Resources
Categories
=TODAY() - IF([Assigned Date]@row <> \"\", [Assigned Date]@row, DATEONLY(Created@row))<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":109212,"type":"question","name":"INDEX MATCH with multiple values question","excerpt":"Hello, I have 2 sheets. Response Form Assignment tracker Both sheets have the same following columns: Evaluator Name Candidate Name I have a check box column in Assignment Tracker that I'd like to check off if the Candidate name AND the Evaluator name match in both sheets. There will be duplicate results for each column…","snippet":"Hello, I have 2 sheets. Response Form Assignment tracker Both sheets have the same following columns: Evaluator Name Candidate Name I have a check box column in Assignment Tracker…","categoryID":322,"dateInserted":"2023-08-21T17:26:43+00:00","dateUpdated":null,"dateLastComment":"2023-08-21T20:29:09+00:00","insertUserID":165425,"insertUser":{"userID":165425,"name":"MarcM","title":"","url":"https:\/\/community.smartsheet.com\/profile\/MarcM","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-21T20:24:56+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":161714,"lastUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-08-22T00:53:34+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":31,"score":null,"hot":3385290352,"url":"https:\/\/community.smartsheet.com\/discussion\/109212\/index-match-with-multiple-values-question","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109212\/index-match-with-multiple-values-question","format":"Rich","lastPost":{"discussionID":109212,"commentID":391719,"name":"Re: INDEX MATCH with multiple values question","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/391719#Comment_391719","dateInserted":"2023-08-21T20:29:09+00:00","insertUserID":161714,"insertUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-08-22T00:53:34+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-21T20:28:55+00:00","dateAnswered":"2023-08-21T19:17:27+00:00","acceptedAnswers":[{"commentID":391690,"body":"
I think I would just use a COUNTIFS in this situation:<\/p>
=IF(COUNTIFS({FY24 Hirevue Response Sheet Range 1}, [Evaluator Name]@row, {FY24 Hirevue Response Sheet Range 2}, [HV Candidate Name]@row) > 0, 1, \"\")<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":109221,"type":"question","name":"Auto populate with current, past, or upcoming text based on year","excerpt":"I am trying to auto populate a column with \"Current\", \"Past\", or \"Upcoming\" based on the year column. So for a row with 2023, I would want \"Current\", but would want \"Past\" or \"Upcoming\" based on what's in the Year column. I've put in the following formula but get an error (#UNPARSEABLE) =IF(Year@row = YEAR(TODAY()),…","snippet":"I am trying to auto populate a column with \"Current\", \"Past\", or \"Upcoming\" based on the year column. So for a row with 2023, I would want \"Current\", but would want \"Past\" or…","categoryID":322,"dateInserted":"2023-08-21T18:28:43+00:00","dateUpdated":null,"dateLastComment":"2023-08-21T18:51:59+00:00","insertUserID":165112,"insertUser":{"userID":165112,"name":"hdierkers","title":"Associate Director Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/hdierkers","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-21T18:51:15+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":165112,"lastUser":{"userID":165112,"name":"hdierkers","title":"Associate Director Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/hdierkers","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-21T18:51:15+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":39,"score":null,"hot":3385288842,"url":"https:\/\/community.smartsheet.com\/discussion\/109221\/auto-populate-with-current-past-or-upcoming-text-based-on-year","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109221\/auto-populate-with-current-past-or-upcoming-text-based-on-year","format":"Rich","lastPost":{"discussionID":109221,"commentID":391688,"name":"Re: Auto populate with current, past, or upcoming text based on year","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/391688#Comment_391688","dateInserted":"2023-08-21T18:51:59+00:00","insertUserID":165112,"insertUser":{"userID":165112,"name":"hdierkers","title":"Associate Director Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/hdierkers","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-21T18:51:15+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-21T18:51:50+00:00","dateAnswered":"2023-08-21T18:50:14+00:00","acceptedAnswers":[{"commentID":391687,"body":"
See if this works for you:<\/p>
=IF(Year@row = YEAR(TODAY()), \"Current\", IF(Year@row < Year(today()),\"Past\", IF(Year@row > YEAR(today()), \"Upcoming\", 0)))<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=322&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":10000,"limit":3},"title":"Trending in Formulas and Functions ","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">
