#金额和美元金额之和的公式

Annie_B
Annie_B
编辑12/09/19 公式和函数

我试图创建一个仪表板来显示两件事:

#1-显示每个行业中有多少(#)是“赢家”,每个行业中有多少(#)是“被预测的”。列的标题是“行业”“舞台”列中有“获胜”和“预测”的信息。

赢了=“5 -赢”预测=“0 -领先”,“1 -不合格”,“2 -合格”,“3 -提案”,“4 -最终(EL)”,“8 -保持”

#2 -显示“获胜”和“预测”的相同行业的美元金额。同上,但金额在“预测”列。

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评论

  • 她名叫Stara
    她名叫Stara ✭✭✭✭✭✭

    嗨,安妮,

    你能更详细地描述一下你的过程吗?也许可以分享一下表格或一些截图?这样就更容易帮忙了。(分享,(电子邮件保护)

    新年快乐!

    最好的

    她名叫Stara

    工作流程顾问@完成咨询

    智能表专家顾问兼合伙人

    她名叫Stara|工作流程顾问/ CEO @工作大胆

    W:www.workbold.com| E:(电子邮件保护)| p: +46 (0) - 72 - 510 99 35

    请随时与我联系,了解有关Smartsheet,集成,一般工作流建议或其他方面的帮助。

  • 谢谢你的帮助,我将在下面附上截图供参考。您可以看到将使用的列以黄色突出显示。

    我们想创建一个仪表板,以显示每个行业领导者有多少机会和多少钱,他们带来的。

    阶段列是我们需要从预测中排序的胜利。

    例如:我们将有一个小部件显示医疗保健行业具有4个胜利(在Stage列中,胜利定义为“5 -胜利”)和8个预测机会(在Stage列中,预测定义为“0 -领先”、“1 -不合格”、“2 -合格”、“3 -建议”、“4 -最终(EL)”和“8 -保留”)。

    还有一个小部件显示医疗保健行业带来了“X美元”的胜利和“X美元”的预测机会(与上面相同,但显示的是金额而不是机会数量)。

    我们愿意为每一个行业都这样做。

    InkedCapture_LI.jpg

  • 保罗新来的
    保罗新来的 ✭✭✭✭✭✭

    要在仪表板上显示此信息,首先需要将其编译到工作表中。我将保持这个示例简短,并假设数据是在单独的表格上编译的。

    主单:

    舞台行业预测金额

    1健康$1,000.00

    5 .政府5000美元

    3其他$0.00

    汇总表:

    行业赢得金额赢得金额Opp计数Opp金额

    健康表格1表格2表格3表格4

    政府表格1表格2表格3表格4

    其他表格1表格2表格3表格4

    形式1

    =COUNTIFS({母表范围1},@cell=(电子邮件保护),{母表范围2},@cell= 5)

    表格2

    =SUMIFS({母表范围3},{母表范围1},@cell=(电子邮件保护),{母表范围2},@cell= 5)

    表格3

    =COUNTIFS({母表范围1},@cell=(电子邮件保护),{母表范围2},AND(NOT(ISBLANK())@cell)),而不是(@cell= 5)))

    表格4

    =SUMIFS({母表范围3},{母表范围1},@cell=(电子邮件保护),{母表范围2},AND(NOT(ISBLANK())@cell)),而不是(@cell= 5)))

    {母表范围1}:母表上的行业栏

    {母版工作表范围2}:母版工作表上的阶段列

    {母表范围3}:母表上的预测金额列

    从这里开始,您可以在小部件中引用摘要表来显示编译后的数据。如果你需要进一步的澄清或帮助,或者这对你不起作用,请告诉我。

    thinkspi.com

  • 保罗新来的
    保罗新来的 ✭✭✭✭✭✭
    编辑01/04/19

    @row行引用。它替换行号并告诉公式在那一列中查找该行所在的位置。

    (列名称)@row在第1行上与[Column Name]1相同。

    (列名称)@row在第2行上与[Column Name]2相同。

    以此类推。

    thinkspi.com

  • 谢谢,谢谢,谢谢!我成功了!我确实需要稍微改变一下公式,但它看起来很棒。我怎么感谢你都不为过!

  • 保罗新来的
    保罗新来的 ✭✭✭✭✭✭

    太好了!很乐意帮忙。是的

    出于好奇……需要更改哪些内容(除了列名和表引用)?

    thinkspi.com

  • 实际上,唯一的区别是“@cell=(电子邮件保护)”部分。我没能得到。”@row”部分不能工作,所以我就不用了,改成了"@cell"工业",这似乎起作用了。我把完整的公式贴在下面以供参考。

    给定的公式

    =SUMIFS({母表范围3},{母表范围1},@cell=(电子邮件保护),{母表范围2},AND(NOT(ISBLANK())@cell)),而不是(@cell= 5)))

    我的公式

    =SUMIFS({RACS业务发展范围4},{RACS业务发展范围1},@cell= "非公开持有业务",{rac业务发展范围2},及(非)ISBLANK(@cell)),而不是(@cell= "5 -赢")))

    还有最后一个问题:我怎样才能使这个不计算损失?例如,下面的公式有NOT(@cell=“5 -赢”),但我也需要它不计算“6 -输”。

  • 保罗新来的
    保罗新来的 ✭✭✭✭✭✭

    要使给定的公式工作,Industry列中的文本必须在两个表中完全匹配。空格,标点符号和大小写。我不知道这是不是问题所在。

    为了不计算损失,您将以与ISBLANK和5相同的方式将其包含在AND语句中,因此从AND开始,输入…

    和(不是(ISBLANK (@cell)),而不是(@cell= "5 -赢"),(@cell= "6 -损失")))

    thinkspi.com

  • 效果很好!非常感谢!

  • 保罗新来的
    保罗新来的 ✭✭✭✭✭✭

    太好了!很乐意帮忙!是的

    thinkspi.com

帮助文章参考资料欧宝体育app官方888

想要直接在智能表中练习使用公式吗?

请查看公式手册模板!
[Date of Site Survey (Product)]@row, \"yes\", \" \")) Intended logic\/result - If date cell is blank, then \"blank\" (this worked when I tried without the 2nd argument added) If date is in…","categoryID":322,"dateInserted":"2023-06-09T14:00:25+00:00","dateUpdated":null,"dateLastComment":"2023-06-09T23:14:36+00:00","insertUserID":162220,"insertUser":{"userID":162220,"name":"dhawkins","title":"Product Manager","url":"https:\/\/community.smartsheet.com\/profile\/dhawkins","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-09T20:05:00+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-06-09T23:38:00+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":29,"score":null,"hot":3372673501,"url":"https:\/\/community.smartsheet.com\/discussion\/106265\/if-date-is-blank-past-formula","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106265\/if-date-is-blank-past-formula","format":"Rich","lastPost":{"discussionID":106265,"commentID":379953,"name":"Re: If Date is blank + past formula","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/379953#Comment_379953","dateInserted":"2023-06-09T23:14:36+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-06-09T23:38:00+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-09T14:28:35+00:00","dateAnswered":"2023-06-09T14:12:11+00:00","acceptedAnswers":[{"commentID":379830,"body":"

Try this:<\/p>

=IF([Date of Site Survey (Product)]@row <> \"//www.santa-greenland.com/community/discussion/38321/\", IF(TODAY() > [Date of Site Survey (Product)]@row, \"yes\", \"no\"))<\/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":106277,"type":"question","name":"Help creating formula to update inventory automatically","excerpt":"The following is our brochure requests sheet. Right now we manually update our inventory each time we receive a request. Here is a snapshot of the new inventory sheet. I'd like to create a formula that automatically subtracts 100 from Spanish Qty each time the Request Completed is checked, the Request Denied column is…","categoryID":322,"dateInserted":"2023-06-09T16:17:37+00:00","dateUpdated":null,"dateLastComment":"2023-06-09T18:12:07+00:00","insertUserID":161705,"insertUser":{"userID":161705,"name":"Christina S.","url":"https:\/\/community.smartsheet.com\/profile\/Christina%20S.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-09T18:07:35+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":161705,"lastUser":{"userID":161705,"name":"Christina S.","url":"https:\/\/community.smartsheet.com\/profile\/Christina%20S.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-09T18:07:35+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":35,"score":null,"hot":3372664184,"url":"https:\/\/community.smartsheet.com\/discussion\/106277\/help-creating-formula-to-update-inventory-automatically","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106277\/help-creating-formula-to-update-inventory-automatically","format":"Rich","tagIDs":[204,219,254],"lastPost":{"discussionID":106277,"commentID":379911,"name":"Re: Help creating formula to update inventory automatically","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/379911#Comment_379911","dateInserted":"2023-06-09T18:12:07+00:00","insertUserID":161705,"insertUser":{"userID":161705,"name":"Christina S.","url":"https:\/\/community.smartsheet.com\/profile\/Christina%20S.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-09T18:07:35+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/FMANSEYA9OS3\/mm-brochures-request-sheet-png.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"MM-Brochures-Request-Sheet.PNG"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-09T18:11:32+00:00","dateAnswered":"2023-06-09T17:51:51+00:00","acceptedAnswers":[{"commentID":379899,"body":"

@Christina S.<\/a> <\/p>

Switch your formula to:<\/p>

=[Spanish Qty Baseline]# - (COUNTIFS({Brochure Requests Sheet Request Completed}, 1, {Brochure Requests Sheet Request Denied}, ISBLANK(@cell), {Brochure Requests Sheet Brochures Confirmation}, CONTAINS(\"Spanish Brochures\", @cell), {Brochure Requests Sheet Submission Date}, >DATE(2023, 6, 8)) * 100)<\/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":[{"tagID":204,"urlcode":"Forms","name":"Forms"},{"tagID":219,"urlcode":"Sheets","name":"Sheets"},{"tagID":254,"urlcode":"Formulas","name":"Formulas"}]},{"discussionID":106270,"type":"question","name":"Completely stumped on this formula","excerpt":"Hello, I'm trying to be able to identify when an upsell comes through for a specific function. But so far everything I've tried hasn't worked. The sheet I want the information to show up on isn't the sheet that has the data so I have to reference a separate sheet. But basically what I'm trying to do is: =IF(AND({Customer…","categoryID":322,"dateInserted":"2023-06-09T14:28:33+00:00","dateUpdated":null,"dateLastComment":"2023-06-09T19:58:02+00:00","insertUserID":151459,"insertUser":{"userID":151459,"name":"Paige_Hamby","url":"https:\/\/community.smartsheet.com\/profile\/Paige_Hamby","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/n7ZG0TBD44T33.png","dateLastActive":"2023-06-09T19:56:02+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"},"updateUserID":null,"lastUserID":151459,"lastUser":{"userID":151459,"name":"Paige_Hamby","url":"https:\/\/community.smartsheet.com\/profile\/Paige_Hamby","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/n7ZG0TBD44T33.png","dateLastActive":"2023-06-09T19:56:02+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":32,"score":null,"hot":3372663995,"url":"https:\/\/community.smartsheet.com\/discussion\/106270\/completely-stumped-on-this-formula","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106270\/completely-stumped-on-this-formula","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":106270,"commentID":379927,"name":"Re: Completely stumped on this formula","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/379927#Comment_379927","dateInserted":"2023-06-09T19:58:02+00:00","insertUserID":151459,"insertUser":{"userID":151459,"name":"Paige_Hamby","url":"https:\/\/community.smartsheet.com\/profile\/Paige_Hamby","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/n7ZG0TBD44T33.png","dateLastActive":"2023-06-09T19:56:02+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-09T19:58:20+00:00","dateAnswered":"2023-06-09T19:39:44+00:00","acceptedAnswers":[{"commentID":379924,"body":"

@Paige_Hamby<\/a> <\/p>

I will admit, I was \"Completely Stumped\" for a moment as well... but I believe this should work.<\/p>

=IF(COUNTIFS({Customer Name}, Customer@row, {Document Type}, \"Upsell\", {Item Purchase}, HAS(@cell, \"SummitIT Upsell\")) > 0, \"Upsell\", \"//www.santa-greenland.com/community/discussion/38321/\")<\/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":[{"tagID":254,"urlcode":"Formulas","name":"Formulas"}]}],"title":"Trending in Formulas and Functions ","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

公式和函数趋势