actual and forecast sales per month
I am trying to create a dashboard to show sales reveunues actual and projected.
I have a column expected close date which I want to use for the forecast but the dates vary and although I can use month to get a numerical indicator of each month I cant work out how to create a formula which would capture all dates and present them as monthly totals in a separate columnin same or additional sheet.
I have read quite a bit in here around but can't seem to nail how I should do it, Hope soemone can help
Comments
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eric.o Employee
Hello,
If you would like to create a few formulae to display all dates and present them as monthly totals you can achieve this utilizing a SUMIF in combination with a MONTH function. The formula for January could look like this.
=SUMIF([Expected close date]:[Expected close date], MONTH(@cell)= 1, [Forecast value]:[Forecast value])
This formula states if the "Expected close date" month at the cell level equal 1 (January), include the value at that row level to be summed.
Altering the 1 within the formula to the progressing month values 1-12 will give you the sum totals for the other months.
Cheers,
Eric
Smartsheet Support
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Pepenav ✭
Thanks for this I will work on it and let you know.
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I hope you're well and safe!<\/p>
Unfortunately, it's not possible now, but it's an excellent idea!<\/p>
Please submit this as a Product Feedback or Idea <\/strong>(If it hasn't been added already)<\/em><\/strong> when you have a moment.<\/strong><\/a><\/p> Here's a possible workaround or workarounds <\/strong><\/p> Would that work\/help? <\/p> I hope that helps!<\/p> Be safe, and have a fantastic week!<\/p> Best,<\/p> Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p> ✅Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up, Awesome, or\/and as the accepted answer<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/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":106637,"type":"question","name":"How can I sum cells that include the abbreviation of states, but include commas in between?","excerpt":"As of right now I am summing selected cells, which then gives me everything that is in those cells. 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I have a SmartSheet that lists how often it runs (Daily, weekly or monthly). I have an equation that calculates the next due date based on the completion date. The completion date is automatically recorded when I complete the report. It works beautifully except for the times that weekly…","categoryID":322,"dateInserted":"2023-06-20T12:08:03+00:00","dateUpdated":null,"dateLastComment":"2023-06-20T13:15:59+00:00","insertUserID":120783,"insertUser":{"userID":120783,"name":"Lisa Vercellone","url":"https:\/\/community.smartsheet.com\/profile\/Lisa%20Vercellone","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-20T16:08:37+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":120783,"lastUser":{"userID":120783,"name":"Lisa Vercellone","url":"https:\/\/community.smartsheet.com\/profile\/Lisa%20Vercellone","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-20T16:08:37+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":28,"score":null,"hot":3374531042,"url":"https:\/\/community.smartsheet.com\/discussion\/106627\/automated-due-date-for-every-monday","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106627\/automated-due-date-for-every-monday","format":"Rich","lastPost":{"discussionID":106627,"commentID":381284,"name":"Re: Automated due date for every Monday","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/381284#Comment_381284","dateInserted":"2023-06-20T13:15:59+00:00","insertUserID":120783,"insertUser":{"userID":120783,"name":"Lisa Vercellone","url":"https:\/\/community.smartsheet.com\/profile\/Lisa%20Vercellone","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-20T16:08:37+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\/7LJZYGRS3588\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-20T13:17:21+00:00","dateAnswered":"2023-06-20T12:22:38+00:00","acceptedAnswers":[{"commentID":381263,"body":" Incorporate the below into your formula it will give you the Monday following the last completed date.<\/p> =[Completed Date]@row - (WEEKDAY([Completed Date]@row) - 2)+7<\/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":[]}">