Welcome to the Smartsheet Forum Archives


The posts in this forum are no longer monitored for accuracy and their content may no longer be current. If there's a discussion here that interests you and you'd like to find (or create) a more current version, pleaseVisit the Current Forums.

The Power of the SUMIFS Function

Jim Hook
Jim Hook ✭✭✭✭✭✭
edited 12/09/19 inArchived 2015 Posts

When I discovered the SUMIFS statement recently it solved a problem that had made me keep things like the project timesheets for our company in a very rigid format that basically listed all projects and functions (types of work) that could be charged to. I had wanted to let people select the project they were working on from a dropdown list, then select the function they were performing from another dropdown list and then enter their hours daily for the week by making entries for each day. The problem was that this results in an random sequence of project/functions on their project timesheets that I could not see how to consolidate across many projects functions and people to get the bottom line charges for each project and function for the week. The SUMIFS has changed all of that now. First I link in all the time charges from each person's timesheet into a single sheet creating what amounts to a weekly time charges database. Then I use SUMIFS functions to scan the database and organize the charges as needed to link out to a separate project tracking sheet for each project. This sheet then automatically links into our project financial tracking system. The result for the employees is a much shorter and simpler project timesheet.

条件求和函数有点棘手to understand at first but it works great once you have used it a couple of times. Basically, it allows you to sum any entries (numbers only) in a column where each row meets one or more criteria that you specify. So, I can write a formula in a cell that gathers all the charges on Project A for the Design function across all employees and then do the same for each additional project and function which gets everything in a format for linking out to the rest of the system. It works great!

Tags:
· Share on Facebook Share on Twitter

Comments

This discussion has been closed.

Categories

Thank you, as always I was trying to make it too hard!!!!<\/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":106975,"type":"question","name":"Case sensitivity when using data mesh","excerpt":"I set up a Data Mesh that is working quite well. Nurses enter their credential information and we use DataMesh to add other human resources information of record - including manager's email. The DataMesh is keying of of the common field of User ID. We noticed that for many of the nurses the match didn't work and also…","snippet":"I set up a Data Mesh that is working quite well. Nurses enter their credential information and we use DataMesh to add other human resources information of record - including…","categoryID":343,"dateInserted":"2023-06-27T19:39:23+00:00","dateUpdated":null,"dateLastComment":"2023-06-27T20:09:07+00:00","insertUserID":114017,"insertUser":{"userID":114017,"name":"Jacqueline Ennis","url":"https:\/\/community.smartsheet.com\/profile\/Jacqueline%20Ennis","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AGNmyxZA0IOt6rrnETj3_ATzn0g7JjbJTEyOyIfrNKKb=s96-c","dateLastActive":"2023-06-27T20:08:06+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":114017,"lastUser":{"userID":114017,"name":"Jacqueline Ennis","url":"https:\/\/community.smartsheet.com\/profile\/Jacqueline%20Ennis","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AGNmyxZA0IOt6rrnETj3_ATzn0g7JjbJTEyOyIfrNKKb=s96-c","dateLastActive":"2023-06-27T20:08:06+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":21,"score":null,"hot":3375793110,"url":"https:\/\/community.smartsheet.com\/discussion\/106975\/case-sensitivity-when-using-data-mesh","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106975\/case-sensitivity-when-using-data-mesh","format":"Rich","lastPost":{"discussionID":106975,"commentID":382692,"name":"Re: Case sensitivity when using data mesh","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382692#Comment_382692","dateInserted":"2023-06-27T20:09:07+00:00","insertUserID":114017,"insertUser":{"userID":114017,"name":"Jacqueline Ennis","url":"https:\/\/community.smartsheet.com\/profile\/Jacqueline%20Ennis","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AGNmyxZA0IOt6rrnETj3_ATzn0g7JjbJTEyOyIfrNKKb=s96-c","dateLastActive":"2023-06-27T20:08:06+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-27T20:09:23+00:00","dateAnswered":"2023-06-27T20:09:03+00:00","acceptedAnswers":[{"commentID":382691,"body":"

Perfect. Thank you so much!<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","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":106971,"type":"question","name":"Using SUMIFS Formula","excerpt":"Needing help writing a SUMIFS formula! I have tried a few ways, but just get errors. =SUMIFS({budget}, {Type}, \"AMR\", {leadership}, \"Truttmann\")) I would like to have the sum of the budget if the type is AMR and the leadership is Truttmann. I have multiple types and leaderships that I would be using this for. Thanks!","snippet":"Needing help writing a SUMIFS formula! I have tried a few ways, but just get errors. =SUMIFS({budget}, {Type}, \"AMR\", {leadership}, \"Truttmann\")) I would like to have the sum of…","categoryID":322,"dateInserted":"2023-06-27T18:45:22+00:00","dateUpdated":null,"dateLastComment":"2023-06-27T20:20:13+00:00","insertUserID":162642,"insertUser":{"userID":162642,"name":"jtomeaCH","title":"ISG Support Manager","url":"https:\/\/community.smartsheet.com\/profile\/jtomeaCH","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-27T20:31:55+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":162642,"lastUser":{"userID":162642,"name":"jtomeaCH","title":"ISG Support Manager","url":"https:\/\/community.smartsheet.com\/profile\/jtomeaCH","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-27T20:31:55+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":26,"score":null,"hot":3375791135,"url":"https:\/\/community.smartsheet.com\/discussion\/106971\/using-sumifs-formula","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106971\/using-sumifs-formula","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":106971,"commentID":382695,"name":"Re: Using SUMIFS Formula","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382695#Comment_382695","dateInserted":"2023-06-27T20:20:13+00:00","insertUserID":162642,"insertUser":{"userID":162642,"name":"jtomeaCH","title":"ISG Support Manager","url":"https:\/\/community.smartsheet.com\/profile\/jtomeaCH","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-27T20:31:55+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":"2023-06-27T20:19:39+00:00","dateAnswered":"2023-06-27T19:59:16+00:00","acceptedAnswers":[{"commentID":382688,"body":"

Double check your cross sheet references. Make sure they are all single columns by clicking on the appropriate column header.<\/p>


<\/p>

When doing this, give the sheet a little time to load before selecting the column. Sometimes moving too fast allows you to select a column header before the sheet fully loads in the creator window. Then when the sheet does finally completely load in, the selection automatically reverts to the home cell (top right corner). This happens to me quite a bit when I am in a hurry.<\/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&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&siteSectionID=0&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 Posts","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

Trending Posts

  • Using Countif to count Often and Very Often,

    however I can't get it to work the Often is also counting the Very Often: =COUNTIF([Tools & Resources (SE-2)]8:[Tools & Resources (SE-2)]12, HAS("Often", @cell), NOT(HAS("Very", @cell)))

  • Case sensitivity when using data mesh

    I set up a Data Mesh that is working quite well. Nurses enter their credential information and we use DataMesh to add other human resources information of record - including manager's email. The DataMesh is keying of of the common field of User ID. We noticed that for many of the nurses the match didn't work and also…

  • Using SUMIFS Formula

    Needing help writing a SUMIFS formula! I have tried a few ways, but just get errors. =SUMIFS({budget}, {Type}, "AMR", {leadership}, "Truttmann")) I would like to have the sum of the budget if the type is AMR and the leadership is Truttmann. I have multiple types and leaderships that I would be using this for. Thanks!