How to combined VLOOKUP and SUMIFS

Kamil Ismail
Kamil Ismail ✭✭✭✭
edited 12/09/19 inFormulas and Functions

Hi everyone,

I encounter one issue creating formula and linking between two different sheets. I don't know which formula to use but let me share with you what I have done and if you all have a solution to my problem, that would be great.

I'm working on a financing sheet, it will be a lot about proposed cost, final cost, site and activity cost.

  1. The first worksheet is about Finance Master Loading Data - this is where the client insert the site location, activity cost, original cost baseline, final cost baseline
  2. In site location we have site 1, site 2, site 3, site 4, site 5, site 6, site 7 and it continue
  3. Activity Cost is where cost of doing the activity. e.g.: HVAC, Security, MISC
  4. The column in the worksheet is "Site", "Activity Cost", "Original Cost Baseline" and "Final Cost Baseline"
  5. Another worksheet is where we compile this according the "Activity Cost".
  6. In the second worksheet, what i'll do is in the"HVAC"column is put this formula:
  7. =SUMIFS({Finance_Master_Loading_Data Range 2}, {Finance_Master_Loading_Data Range 3}, "Site 1", {Finance_Master_Loading_Data Range 6}, "HVAC")
  8. This formula is to calculate cost on each "site"that do "HVAC"activity.
  9. {Finance_Master_Loading_Data Range 2} => Final Cost Baseline.
  10. {Finance_Master_Loading_Data Range 3}, "Site 1" => the site.
  11. {Finance_Master_Loading_Data Range 6}, "HVAC" => Activity Cost
  12. And it return value of 0.00, why???
  13. I have triedCOUNTIFS,the result still return to 0.00

Please, I need your help to this matter. Let me know if you need further clarifications.

Thank you

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Comments

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    Are you able to provide some screenshots?

    thinkspi.com

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  • Kamil Ismail
    Kamil Ismail ✭✭✭✭

    Here I provide you the screenshots

    4.JPG

    5.JPG

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  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    A few questions and observations...

    1. Are you trying to sum dollar amounts or count how many times that particular criteria is met? The syntax for the formula you have in your screenshot is that of a COUNTIFS, but you are using a SUMIFS.

    2. What type of data is in{Finance_Master_Loading_Data Range 1}?

    3. What type of data is in{Finance_Master_Loading_Data Range 2}?

    4. I noticed some inconsistencies in your data. In some rows you have "Site 1" (space) and in other rows your have "Site1" (no space). Unless that is intentional, it will skew your data.

    thinkspi.com

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Hey @Marilen.Navarro103391<\/a> <\/p>

Please use the formula I provided. It was intentional for the character \"~\" to be included. <\/p>

=MID(Name@row, FIND(\"~\", SUBSTITUTE(Name@row, \"-\", \"~\", 5)) + 1, FIND(\"~\", SUBSTITUTE(Name@row, \"-\", \"~\", 6)) - 1 - FIND(\"~\", SUBSTITUTE(Name@row, \"-\", \"~\", 5)))<\/p>

Kelly<\/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":106552,"type":"question","name":"Problem w\/Index - Match formula","excerpt":"I using the following formula, =INDEX({Contract Focal Point}, MATCH([Contract No.]@row, {Contract No.}), 0) And it works for the first row when i input in the contract number into the column. On subsequent rows when i input the contract number it pulls back incorrect information and if I put in a fictious number it pulls…","categoryID":322,"dateInserted":"2023-06-16T15:13:32+00:00","dateUpdated":null,"dateLastComment":"2023-06-16T15:36:24+00:00","insertUserID":162467,"insertUser":{"userID":162467,"name":"Ed Smartsheet","title":"Mr","url":"https:\/\/community.smartsheet.com\/profile\/Ed%20Smartsheet","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AATXAJyYOjKt3k3tneIFbUPuoJzZbnd9quLS-Wdt5b7l=s96-c","dateLastActive":"2023-06-16T19:45:18+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":91566,"lastUser":{"userID":91566,"name":"Genevieve P.","title":"Community Manager","url":"https:\/\/community.smartsheet.com\/profile\/Genevieve%20P.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/KHY4Y67W0VRX\/nF76D5N9MFB28.png","dateLastActive":"2023-06-16T17:50:53+00:00","banned":0,"punished":0,"private":false,"label":"Employee Admin"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":32,"score":null,"hot":3373859396,"url":"https:\/\/community.smartsheet.com\/discussion\/106552\/problem-w-index-match-formula","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106552\/problem-w-index-match-formula","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":106552,"commentID":381031,"name":"Re: Problem w\/Index - Match formula","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/381031#Comment_381031","dateInserted":"2023-06-16T15:36:24+00:00","insertUserID":91566,"insertUser":{"userID":91566,"name":"Genevieve P.","title":"Community Manager","url":"https:\/\/community.smartsheet.com\/profile\/Genevieve%20P.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/KHY4Y67W0VRX\/nF76D5N9MFB28.png","dateLastActive":"2023-06-16T17:50:53+00:00","banned":0,"punished":0,"private":false,"label":"Employee Admin"}},"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":"2023-06-16T19:45:15+00:00","dateAnswered":"2023-06-16T15:36:24+00:00","acceptedAnswers":[{"commentID":381031,"body":"

Hey @Ed Smartsheet<\/a> <\/p>

In addition to the IFERROR, it looks like you have the , 0 in the INDEX portion of the formula instead of the MATCH. Try moving it in one:<\/p>

=INDEX({Contract Focal Point}, MATCH([Contract No.]@row, {Contract No.}, 0))<\/strong><\/p>

Cheers,<\/p>

Genevieve<\/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"}]},{"discussionID":106550,"type":"question","name":"Invalid Operation","excerpt":"Good morning, I am trying to sum the entries that are greater than 30 but less than 60 days old. =SUMIFS({011-AP Archive -# of Days to Complete}, >30, {011-AP Archive -# of Days to Complete}, <60) I was able to do this same formula with a COUNTIFS but its' not working the same, what am I missing.","categoryID":322,"dateInserted":"2023-06-16T15:00:58+00:00","dateUpdated":null,"dateLastComment":"2023-06-16T15:22:46+00:00","insertUserID":156010,"insertUser":{"userID":156010,"name":"AliT","url":"https:\/\/community.smartsheet.com\/profile\/AliT","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!80tRN2Ch-HQ!nDHdH1rxiPw!1_-nYVqJJzq","dateLastActive":"2023-06-16T15:22:32+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":156010,"lastUser":{"userID":156010,"name":"AliT","url":"https:\/\/community.smartsheet.com\/profile\/AliT","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!80tRN2Ch-HQ!nDHdH1rxiPw!1_-nYVqJJzq","dateLastActive":"2023-06-16T15:22:32+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":36,"score":null,"hot":3373857824,"url":"https:\/\/community.smartsheet.com\/discussion\/106550\/invalid-operation","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106550\/invalid-operation","format":"Rich","lastPost":{"discussionID":106550,"commentID":381027,"name":"Re: Invalid Operation","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/381027#Comment_381027","dateInserted":"2023-06-16T15:22:46+00:00","insertUserID":156010,"insertUser":{"userID":156010,"name":"AliT","url":"https:\/\/community.smartsheet.com\/profile\/AliT","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!80tRN2Ch-HQ!nDHdH1rxiPw!1_-nYVqJJzq","dateLastActive":"2023-06-16T15:22:32+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":"2023-06-16T15:22:31+00:00","dateAnswered":"2023-06-16T15:19:44+00:00","acceptedAnswers":[{"commentID":381026,"body":"

Try this:<\/p>

SUMIFS({011-AP Archive -# of Days to Complete}, {011-AP Archive -# of Days to Complete}, > 30, {011-AP Archive -# of Days to Complete}, < 60)<\/p>

With SUMIFS, you have to include the range to SUM separately from the ranges to compare. In your scenario, they are the same, but can be different.<\/p>

SUMIFS( range, criterion_range1, criterion1, [ criterion_range2, ​criterion2​... ])<\/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":[]}">

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