Monthly Calculation

Jason Voorhies
Jason Voorhies ✭✭
inFormulas and Functions

I need to calculate monthly expenses but I've managed to stump myself on the formula/function. Here is my use case: I've got individual line items by user, but I want to sum their monthly expense by month. I have a range the individuals are contracted with us...say from 7/1/2022 to 5/31/23. How could I write the formula to look at that date range and pull out a specific month AND calculate the spend (if the hourly rate is known)?

Thank you in advance!

Jason

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Hi @Brittaney Pizzato<\/a> - You would match the max date against the date column, and you don't need Collect in this scenario, so it could read as =INDEX({Project Health}, MATCH(MAX({Date}), {Date}, 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":[]},{"discussionID":112211,"type":"question","name":"Automation Alert Row Info","excerpt":"Hi, I'm working in a workflow a I setup an alert. I run it and I notice that below my custom message, is all the information of the row that I modify. Is it possible to disable the information of the row being sent?","snippet":"Hi, I'm working in a workflow a I setup an alert. I run it and I notice that below my custom message, is all the information of the row that I modify. Is it possible to disable…","categoryID":322,"dateInserted":"2023-10-26T15:56:15+00:00","dateUpdated":null,"dateLastComment":"2023-10-26T16:07:33+00:00","insertUserID":169126,"insertUser":{"userID":169126,"name":"J.Sanabria","url":"https:\/\/community.smartsheet.com\/profile\/J.Sanabria","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-10-26T17:52:05+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":72271,"lastUser":{"userID":72271,"name":"Ella","url":"https:\/\/community.smartsheet.com\/profile\/Ella","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/981\/nUG9B5NDNGI7G.jpg","dateLastActive":"2023-10-26T18:05:47+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":16,"score":null,"hot":3396672828,"url":"https:\/\/community.smartsheet.com\/discussion\/112211\/automation-alert-row-info","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/112211\/automation-alert-row-info","format":"Rich","lastPost":{"discussionID":112211,"commentID":401856,"name":"Re: Automation Alert Row Info","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/401856#Comment_401856","dateInserted":"2023-10-26T16:07:33+00:00","insertUserID":72271,"insertUser":{"userID":72271,"name":"Ella","url":"https:\/\/community.smartsheet.com\/profile\/Ella","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/981\/nUG9B5NDNGI7G.jpg","dateLastActive":"2023-10-26T18:05:47+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":"2023-10-26T17:52:33+00:00","dateAnswered":"2023-10-26T16:07:33+00:00","acceptedAnswers":[{"commentID":401856,"body":"

@J.Sanabria<\/a> In the notification set up, under Message includes: you would have to select Message only.<\/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":112203,"type":"question","name":"Help w\/ Sumif date is before today","excerpt":"Hi, Hitting a snag w\/ a very basic sumif. I need to sum the total capital investment column if it's corresponding date value falls before or on today's date. Here's the formula I have now: =SUMIF([Fiscal Month End]1:[Fiscal Month End]12, <=TODAY(), [Actual Capital Investment]1:[Actual Capital Investment]12) And a…","snippet":"Hi, Hitting a snag w\/ a very basic sumif. I need to sum the total capital investment column if it's corresponding date value falls before or on today's date. Here's the formula I…","categoryID":322,"dateInserted":"2023-10-26T14:19:00+00:00","dateUpdated":null,"dateLastComment":"2023-10-26T15:04:11+00:00","insertUserID":130047,"insertUser":{"userID":130047,"name":"Alex Hackford","url":"https:\/\/community.smartsheet.com\/profile\/Alex%20Hackford","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!m_jVn4tpYLQ!zh1V8wNL1sQ!ziK_jPs8qoT","dateLastActive":"2023-10-26T16:09:35+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":130047,"lastUser":{"userID":130047,"name":"Alex Hackford","url":"https:\/\/community.smartsheet.com\/profile\/Alex%20Hackford","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!m_jVn4tpYLQ!zh1V8wNL1sQ!ziK_jPs8qoT","dateLastActive":"2023-10-26T16:09:35+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":16,"score":null,"hot":3396663791,"url":"https:\/\/community.smartsheet.com\/discussion\/112203\/help-w-sumif-date-is-before-today","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/112203\/help-w-sumif-date-is-before-today","format":"Rich","lastPost":{"discussionID":112203,"commentID":401837,"name":"Re: Help w\/ Sumif date is before today","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/401837#Comment_401837","dateInserted":"2023-10-26T15:04:11+00:00","insertUserID":130047,"insertUser":{"userID":130047,"name":"Alex Hackford","url":"https:\/\/community.smartsheet.com\/profile\/Alex%20Hackford","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!m_jVn4tpYLQ!zh1V8wNL1sQ!ziK_jPs8qoT","dateLastActive":"2023-10-26T16:09:35+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\/JI13A7YQ5L7E\/image.png","urlSrcSet":{"10":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=10\/https:\/\/us.v-cdn.net\/6031209\/uploads\/JI13A7YQ5L7E\/image.png","300":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=300\/https:\/\/us.v-cdn.net\/6031209\/uploads\/JI13A7YQ5L7E\/image.png","800":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=800\/https:\/\/us.v-cdn.net\/6031209\/uploads\/JI13A7YQ5L7E\/image.png","1200":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=1200\/https:\/\/us.v-cdn.net\/6031209\/uploads\/JI13A7YQ5L7E\/image.png","1600":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=1600\/https:\/\/us.v-cdn.net\/6031209\/uploads\/JI13A7YQ5L7E\/image.png"},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-10-26T15:04:18+00:00","dateAnswered":"2023-10-26T14:24:37+00:00","acceptedAnswers":[{"commentID":401817,"body":"

Your formula looks good! But is your \"Fiscal Month End\" formatted as a date column? It looks like a text (should have the leading 0's for the months). Double click on the header to change it to a Date type column and you should be good to go!<\/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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