Adding Months and Placing Data in a Month Column

Sheet -->https://app.smartsheet.com/sheets/Rp5CHm6mFGcw2CG7x8rFjmfGwVpG394xffJw2x91

I really need some help placing data throughout this sheet by using formulas. I know what I want but I dont know the formulas.

I want the total monthly payout to be spread out into the monthly columns once the payout dates are entered. Can anyone help me?

Answers

  • Hello@Samuel Dowdy Jr,

    As your sheet is not published, we are unable to see the data within the sheet. If possible, please can you share a screenshot(s) of your sheet and I'll try suggest some best practices with regards to formulas.

    It sounds like you want to use a SUMIF or SUMIFS formula as seen here:https://help.smartsheet.com/function/sumifs

    Furthermore, there are a few date based SUMIF/S formulas that others have worked on that may provide some guidance for what you are trying to achieve:

    I have a sheet with columns for Origination Date, and Labor Award. I need to create a formula that can give me a total for whatever the current month is to display on a dashboard. Hoping someone can help. Thanks!<\/p>","bodyRaw":"[{\"insert\":\"I have a sheet with columns for Origination Date, and Labor Award. I need to create a formula that can give me a total for whatever the current month is to display on a dashboard. Hoping someone can help. Thanks!\\n\"}]","format":"rich","dateInserted":"2020-05-06T16:11:54+00:00","insertUser":{"userID":12177,"name":"Kelly Ospina","url":"https:\/\/community.smartsheet.com\/profile\/Kelly%20Ospina","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!xejAscrj8FY!5OjBOSryaaY!xV-7tumcaRX","dateLastActive":"2023-08-25T14:01:29+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"displayOptions":{"showUserLabel":false,"showCompactUserInfo":true,"showDiscussionLink":true,"showPostLink":true,"showCategoryLink":false,"renderFullContent":false,"expandByDefault":false},"url":"https:\/\/community.smartsheet.com\/discussion\/68088\/sumifs-formula-help-needed-please","embedType":"quote","name":"Sumifs Formula Help needed please"}"> https://community.smartsheet.com/discussion/68088/sumifs-formula-help-needed-please
    I could use some help as I am not savvy with formulas. I have this long formula that references another sheet to calculate production credit by "assessors." This formula works fine and it calculates the entire sheet. I currently use this formula to calculate annual production credit.<\/p>

    =SUMIF({Production Credits_Sheet2 Lead Coach}, Assessor1, {Production Credits_Sheet2 Lead Coach$}) + SUMIF({Production Credits_Sheet2 Inbox}, Assessor1, {Production Credits_Sheet2 Inbox$}) + SUMIF({Production Credits_Sheet2 Direct Report}, Assessor1, {Production Credits_Sheet2 Direct Report$}) + SUMIF({Production Credits_Sheet2 TeamMeetingScorer}, Assessor1, {Production Credits_Sheet2 TeamMeetingS$}) + SUMIF({Production Credits_Sheet2 TeamMeetingNonScorer}, Assessor1, {Production Credits_Sheet2 TeamMeetingNS$}) + SUMIF({Production Credits_Sheet2 LeaderMeeting}, Assessor1, {Production Credits_Sheet2 LeaderMeeting$}) + SUMIF({Production Credits_Sheet2 InterviewWriteUp}, Assessor1, {Production Credits_Sheet2 InterviewWriteUp$}) + SUMIF({Production Credits_Sheet2 ReportWriting}, Assessor1, {Production Credits_Sheet2 ReportWriting$}) + SUMIF({Production Credits_Sheet2 DevSugg}, Assessor1, {Production Credits_Sheet2 DevSugg$})<\/p>

    However, I would like to add to the formula to calculate just for the month of January, then February, etc...<\/p>","bodyRaw":"[{\"insert\":\"I could use some help as I am not savvy with formulas. I have this long formula that references another sheet to calculate production credit by \\\"assessors.\\\" This formula works fine and it calculates the entire sheet. I currently use this formula to calculate annual production credit.\\n\\n=SUMIF({Production Credits_Sheet2 Lead Coach}, Assessor1, {Production Credits_Sheet2 Lead Coach$}) + SUMIF({Production Credits_Sheet2 Inbox}, Assessor1, {Production Credits_Sheet2 Inbox$}) + SUMIF({Production Credits_Sheet2 Direct Report}, Assessor1, {Production Credits_Sheet2 Direct Report$}) + SUMIF({Production Credits_Sheet2 TeamMeetingScorer}, Assessor1, {Production Credits_Sheet2 TeamMeetingS$}) + SUMIF({Production Credits_Sheet2 TeamMeetingNonScorer}, Assessor1, {Production Credits_Sheet2 TeamMeetingNS$}) + SUMIF({Production Credits_Sheet2 LeaderMeeting}, Assessor1, {Production Credits_Sheet2 LeaderMeeting$}) + SUMIF({Production Credits_Sheet2 InterviewWriteUp}, Assessor1, {Production Credits_Sheet2 InterviewWriteUp$}) + SUMIF({Production Credits_Sheet2 ReportWriting}, Assessor1, {Production Credits_Sheet2 ReportWriting$}) + SUMIF({Production Credits_Sheet2 DevSugg}, Assessor1, {Production Credits_Sheet2 DevSugg$})\\n\\nHowever, I would like to add to the formula to calculate just for the month of January, then February, etc...\\n\"}]","format":"rich","dateInserted":"2020-01-29T03:48:34+00:00","insertUser":{"userID":117565,"name":"Kaylynn","url":"https:\/\/community.smartsheet.com\/profile\/Kaylynn","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2020-07-23T16:53:35+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"displayOptions":{"showUserLabel":false,"showCompactUserInfo":true,"showDiscussionLink":true,"showPostLink":true,"showCategoryLink":false,"renderFullContent":false,"expandByDefault":false},"url":"https:\/\/community.smartsheet.com\/discussion\/65588\/date-and-sumif-or-sumifs-formula","embedType":"quote","name":"Date and SUMIF or SUMIFS formula"}"> https://community.smartsheet.com/discussion/65588/date-and-sumif-or-sumifs-formula

    Kindest Regards

    Sean

Help Article Resources

Want to practice working with formulas directly in Smartsheet?

Check out theFormula Handbook template!
Try this:<\/p>

=COUNTIFS([Item Number]:[Item Number], OR(@cell = \"C001\", @cell = \"COO2\", @cell = \"COO3\", @cell = \"COO4\"), [Status]:[Status], OR(@cell = \"Green\", @cell = \"Yellow\", @cell = \"Red\"))<\/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":109490,"type":"question","name":"HAS exact match within multiselect - Numbered Values","excerpt":"Scenario: Trying to identify a match if a value shows up in a multiselect from another sheet. Approach: I'm able to get 95% of this done through an index(collect(contains))) formula, but having some false positives show up wherever a partial match is found. I later found some suggestions that (has) would be more…","snippet":"Scenario: Trying to identify a match if a value shows up in a multiselect from another sheet. Approach: I'm able to get 95% of this done through an index(collect(contains)))…","categoryID":322,"dateInserted":"2023-08-25T19:26:32+00:00","dateUpdated":null,"dateLastComment":"2023-08-26T00:49:48+00:00","insertUserID":154049,"insertUser":{"userID":154049,"name":"Rob W.","url":"https:\/\/community.smartsheet.com\/profile\/Rob%20W.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-26T00:49:37+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":154049,"lastUser":{"userID":154049,"name":"Rob W.","url":"https:\/\/community.smartsheet.com\/profile\/Rob%20W.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-26T00:49:37+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":16,"score":null,"hot":3386003780,"url":"https:\/\/community.smartsheet.com\/discussion\/109490\/has-exact-match-within-multiselect-numbered-values","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109490\/has-exact-match-within-multiselect-numbered-values","format":"Rich","lastPost":{"discussionID":109490,"commentID":392694,"name":"Re: HAS exact match within multiselect - Numbered Values","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392694#Comment_392694","dateInserted":"2023-08-26T00:49:48+00:00","insertUserID":154049,"insertUser":{"userID":154049,"name":"Rob W.","url":"https:\/\/community.smartsheet.com\/profile\/Rob%20W.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-26T00:49:37+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,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/KJPRLKL2FW16\/capture-png.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"Capture.PNG"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-26T00:49:35+00:00","dateAnswered":"2023-08-25T23:58:23+00:00","acceptedAnswers":[{"commentID":392688,"body":"

Hi, <\/p>

Instead of applying the formula to \"Multiselect Text String\" row, did you tried with \"Multiselect Values\" row?<\/p>

=IF(HAS([Multiselect Values]@row, [Component ID]@row), \"MATCH\", \"NO MATCH\")<\/p>

Thank you,<\/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":109474,"type":"question","name":"Help with date calculation formula","excerpt":"Hello, I'm trying to find a formula that will help me calculate how long an intake took to resolve. The rows I need to be calculated are Date Reported & Resolution Date. If the resolution date is blank I want it to use the current date in the calculation to see how long this issue has gone unresolved. Any help is much…","snippet":"Hello, I'm trying to find a formula that will help me calculate how long an intake took to resolve. The rows I need to be calculated are Date Reported & Resolution Date. If the…","categoryID":322,"dateInserted":"2023-08-25T16:29:39+00:00","dateUpdated":"2023-08-25T16:29:59+00:00","dateLastComment":"2023-08-25T23:01:30+00:00","insertUserID":165688,"insertUser":{"userID":165688,"name":"Nwest","title":"Systems Analyst","url":"https:\/\/community.smartsheet.com\/profile\/Nwest","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!ukHVZ18ImX4!BcjWAe8S9SY!l7iQo_PZHOx","dateLastActive":"2023-08-25T17:22:30+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":165688,"lastUserID":8888,"lastUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-08-26T00:32:09+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":23,"score":null,"hot":3385987269,"url":"https:\/\/community.smartsheet.com\/discussion\/109474\/help-with-date-calculation-formula","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109474\/help-with-date-calculation-formula","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":109474,"commentID":392687,"name":"Re: Help with date calculation formula","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392687#Comment_392687","dateInserted":"2023-08-25T23:01:30+00:00","insertUserID":8888,"insertUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-08-26T00:32:09+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":"2023-08-25T17:04:22+00:00","dateAnswered":"2023-08-25T16:36:59+00:00","acceptedAnswers":[{"commentID":392622,"body":"

\n \n https:\/\/community.smartsheet.com\/discussion\/109474\/help-with-date-calculation-formula\n <\/a>\n<\/div>\n

Hi, <\/p>

I hope you're well and safe!<\/p>

Try something like this.<\/p>

=IF([Date Reported]@row <> \"//www.santa-greenland.com/community/discussion/68735/\", IF([Resolution Date]@row = \"//www.santa-greenland.com/community/discussion/68735/\", NETDAYS([Date Reported]@row, TODAY()), NETDAYS([Date Reported]@row, [Resolution Date]@row)))<\/p>

Did that work\/help? <\/p>

I hope that helps!<\/p>

Be safe, and have a fantastic weekend!<\/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":[{"tagID":254,"urlcode":"formulas","name":"Formulas"}]}],"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":[]}">

Trending in Formulas and Functions