Simple Sum question
This is a simple one but just having a hard time getting it to work.
I have multiple clients who purchase a variety of products per invoice. I need a Sum of the Product Type per Client. I've attached an image.
For example, I'd like to know Sum of Product 1 for Client 1. In this case the running total =5.
I realize I could do this in a report, but I need it as an equation (likely in a metric sheet) so I can add automations/notifications when a client might be reaching a threshold of Products purchased.
Best Answer
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Matt Johnson ✭✭✭✭✭✭This formula should work:
=SUMIFS([Total Per Invoice]:[Total Per Invoice], Client:Client, "Client 1", [Product/Item]:[Product/Item], "Product 1")
If you are putting it on a metric sheet, the ranges will look a little different and you could save time by listing the clients in a column and the products in another column and using the "@row" function instead of the typing out "Client 1", for example. Then you could drag the formula down or make it a column formula depending on your use case.
I hope that helps.
Matt
Answers
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Matt Johnson ✭✭✭✭✭✭
This formula should work:
=SUMIFS([Total Per Invoice]:[Total Per Invoice], Client:Client, "Client 1", [Product/Item]:[Product/Item], "Product 1")
If you are putting it on a metric sheet, the ranges will look a little different and you could save time by listing the clients in a column and the products in another column and using the "@row" function instead of the typing out "Client 1", for example. Then you could drag the formula down or make it a column formula depending on your use case.
I hope that helps.
Matt
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jedelman ✭
Thanks@Matt Johnson
Worked perfectly
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HAS() will only return true under three conditions.<\/p>
- The cell is a multicontact cell and contains a match for the contact<\/li>
- The cell is a multiselect dropdown and contains a match<\/li>
- The cell is not a multicontact or multiselect dropdown and contains ONLY and EXACTLY the text you are matching against. <\/li><\/ol>
I am assuming your row in question is a standard Text\/Number cell? If so, you will need to get somewhat creative with some CONTAINS() statements.<\/p>
This will narrow down your matches to only cells that contain a space both before and after TAC. If, however, TAC can appear as the first or last \"word\" in the cell, it would not match in that circumstance as there would only be a space on one side.<\/p>
=IF(CONTAINS(\" TAC \", [Column Name1]@row), 1, 0)<\/p>
<\/p>If TAC can appear as the first or last \"word\" in the cell, this will cover those possibilities as well.<\/p>
=IF(OR(CONTAINS(\" TAC \", [Column Name1]@row), LEFT([Column Name1]@row, 4) = \"TAC \", RIGHT([Column Name1]@row, 4) = \" TAC\"), 1, 0)<\/p>
<\/p>If it is possible that TAC will be the exact entry of the cell, you will need an additional statement to cover that, as there would not be spaces on either side. This will add that option.<\/p>
=IF(OR(CONTAINS(\" TAC \", [Column Name1]@row), LEFT([Column Name1]@row, 4) = \"TAC \", RIGHT([Column Name1]@row, 4) = \" TAC\", [Column Name1]@row = \"TAC\"), 1, 0)<\/p>
<\/p>If there are other situations you may have in your sheet, i.e., TAC inside parenthesis, or before or after punctuation, etc, you will additional statements to include those options as well.<\/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":109170,"type":"question","name":"COUNTIFS formula with 3 criteria (2 of the criteria have formulas)","excerpt":"Hi - I am trying to create a COUNTIFS formula using three criteria in the same sheet - Status (I just want to count the Open items), Impacted IT Projects (which is another dropdown of project names to select from), and Severity (this column displays a \"High\", \"Medium\", or \"Low\" value based on the calculated score in column…","snippet":"Hi - I am trying to create a COUNTIFS formula using three criteria in the same sheet - Status (I just want to count the Open items), Impacted IT Projects (which is another…","categoryID":322,"dateInserted":"2023-08-18T20:29:26+00:00","dateUpdated":null,"dateLastComment":"2023-08-18T21:13:12+00:00","insertUserID":165367,"insertUser":{"userID":165367,"name":"Shari D","url":"https:\/\/community.smartsheet.com\/profile\/Shari%20D","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-18T21:12:12+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":163506,"lastUser":{"userID":163506,"name":"JamesB","title":"IT Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/JamesB","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/nEQMY42MFGXWS.png","dateLastActive":"2023-08-18T21:34:29+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":10,"countViews":106,"score":null,"hot":3384789758,"url":"https:\/\/community.smartsheet.com\/discussion\/109170\/countifs-formula-with-3-criteria-2-of-the-criteria-have-formulas","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109170\/countifs-formula-with-3-criteria-2-of-the-criteria-have-formulas","format":"Rich","lastPost":{"discussionID":109170,"commentID":391505,"name":"Re: COUNTIFS formula with 3 criteria (2 of the criteria have formulas)","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/391505#Comment_391505","dateInserted":"2023-08-18T21:13:12+00:00","insertUserID":163506,"insertUser":{"userID":163506,"name":"JamesB","title":"IT Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/JamesB","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/nEQMY42MFGXWS.png","dateLastActive":"2023-08-18T21:34:29+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":"2023-08-18T21:12:26+00:00","dateAnswered":"2023-08-18T21:01:48+00:00","acceptedAnswers":[{"commentID":391499,"body":"
