Sum Received Quantity Based on two criterions.

Good Morning All,

I am working on creating a formula that will sum my "Received Quantity" column when two criterions are met within a DIFFERENT data sheet. These would be criterion from two separate columns needing to be met so that I can get a total sum of those items together. I was just wondering if this would lean more towards a =SUM formula or maybe =COUNTIF/=COUNTIFS formula. Thank you for any help you all can give me.

Best Answer

  • Jeff Reisman
    Jeff Reisman ✭✭✭✭✭✭
    Answer ✓

    @Matthew RThis info was perfect. Ok, here's how you do this:

    =SUMIFS({Received Quantity}, {Commodity Code},[email protected], {Type of Material}, HAS(@cell, "Electropolished"))

    This will sum the values in the Received Quantity column where the Commodity Code equals the Part on the row, and where the multi-select Type of Material column includes the value "Electropolished". (HAS will search for a value inside a multi-select column that matches the given text string exactly.)

    Regards,

    Jeff Reisman,IT Business Analyst & Project Coordinator,Mitsubishi Electric Trane US

    链接:Smartsheet Functions Help Pages链接:Smartsheet Formula Error Messages

    If my answer helped solve your issue, please mark it as accepted so that other users can find it later. Thanks!

Answers

  • Jeff Reisman
    Jeff Reisman ✭✭✭✭✭✭

    @Matthew R

    How are those criteria in the remote sheet related to the rows you'd want to SUM?

    最复杂的方法this might be to add some kind of indicator column on your main sheet that tells you if the criteria are met in the remote sheet, and use that as the criteria for SUMIF to use.

    The more info you share here (column names, types, of data, how they relate to one another) the better help you'll get.

    Regards,

    Jeff Reisman,IT Business Analyst & Project Coordinator,Mitsubishi Electric Trane US

    链接:Smartsheet Functions Help Pages链接:Smartsheet Formula Error Messages

    If my answer helped solve your issue, please mark it as accepted so that other users can find it later. Thanks!

  • TEST1_LI.jpg
    TEST2_LI.jpg

    Picture one is the metric sheet where I am trying to track my received quantities of my two specified criterion columns from the data sheet in the second picture.

    Picture two is the data sheet where I am collecting my data.

    I am trying to SUM my "Received Quantity" column on my main metric sheet in picture one IF AND ONLY IF my "Commodity Code" column states "9400 FG - HEALTH CARE" and when my "Type Of Material" column states "Electropolished", hopefully this was a little more clear and what I am after. I have a picture of the formula I have started in the first picture as well, you will find it in the "Received Quantity" column in that picture.

    Thank you for your response Jeff and any and all help you can provide!

  • Jeff Reisman
    Jeff Reisman ✭✭✭✭✭✭
    Answer ✓

    @Matthew RThis info was perfect. Ok, here's how you do this:

    =SUMIFS({Received Quantity}, {Commodity Code},[email protected], {Type of Material}, HAS(@cell, "Electropolished"))

    This will sum the values in the Received Quantity column where the Commodity Code equals the Part on the row, and where the multi-select Type of Material column includes the value "Electropolished". (HAS will search for a value inside a multi-select column that matches the given text string exactly.)

    Regards,

    Jeff Reisman,IT Business Analyst & Project Coordinator,Mitsubishi Electric Trane US

    链接:Smartsheet Functions Help Pages链接:Smartsheet Formula Error Messages

    If my answer helped solve your issue, please mark it as accepted so that other users can find it later. Thanks!

  • That is exactly what I was after in regards to this formula. I plugged in the formula into my sheet and it worked perfectly! Very much appreciate your help!

@BStump<\/a> <\/p>

This method does produce separate reports:<\/p>

The Project Plan report will include this filter: \"Sheet Type\" is one of \"Project Plan\" -- this filter will exclude rows coming from the RAID Log (and all other types of sheets) because those other sheets will have a value in their \"Sheet Type\" column that is not \"Project Plan.\" <\/p>

The RAID Log report will include this filter: \"Sheet Type\" is one of \"RAID Log\" -- this filter will exclude rows coming from the Project Plan (and all other types of sheets) because those other sheets will have a value in their \"Sheet Type\" column that is not \"RAID Log.\" <\/p>

Thus, each report will include a filter rule specifying that only rows with its own sheet type can be included.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","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":265,"urlcode":"Reports","name":"Reports"}]},{"discussionID":108417,"type":"question","name":"How do i set up a conditional format, when i want more than one person in the assigned to column","excerpt":"I have each assigned to person with conditional format with a color to let them know what they are assigned to work, but what if i need two or more associates to work that particular assignment, how do i set up conditional formatting for that, or would that be a formula?","snippet":"I have each assigned to person with conditional format with a color to let them know what they are assigned to work, but what if i need two or more associates to work that…","categoryID":321,"dateInserted":"2023-08-02T14:26:40+00:00","dateUpdated":null,"dateLastComment":"2023-08-02T15:27:36+00:00","insertUserID":159629,"insertUser":{"userID":159629,"name":"Genesia","url":"https:\/\/community.smartsheet.com\/profile\/Genesia","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-02T20:20:14+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":159629,"lastUser":{"userID":159629,"name":"Genesia","url":"https:\/\/community.smartsheet.com\/profile\/Genesia","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-02T20:20:14+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":23,"score":null,"hot":3381977656,"url":"https:\/\/community.smartsheet.com\/discussion\/108417\/how-do-i-set-up-a-conditional-format-when-i-want-more-than-one-person-in-the-assigned-to-column","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108417\/how-do-i-set-up-a-conditional-format-when-i-want-more-than-one-person-in-the-assigned-to-column","format":"Rich","tagIDs":[245,254,334,437],"lastPost":{"discussionID":108417,"commentID":388509,"name":"Re: How do i set up a conditional format, when i want more than one person in the assigned to column","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/388509#Comment_388509","dateInserted":"2023-08-02T15:27:36+00:00","insertUserID":159629,"insertUser":{"userID":159629,"name":"Genesia","url":"https:\/\/community.smartsheet.com\/profile\/Genesia","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-02T20:20:14+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":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/9VLKF1G9AO1Q\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-03T09:17:11+00:00","dateAnswered":"2023-08-02T14:42:44+00:00","acceptedAnswers":[{"commentID":388483,"body":"

@Genesia<\/a> <\/p>

I would use conditional formatting. The rules for individual people should be in the form \"If Assigned To is equal to 'Curtis Coleman' then apply this format to the entire row.\" It's important to use \"is equal to\" rather than \"contains.\" Then add a final rule (at the bottom of the list of rules): \"If Assigned To is not blank then apply this format to the entire row.\"<\/p>

With this structure and wording for the rules, rows with a single person assigned will get their individual color and those with two or more people will get the color you assign in the last rule.<\/p>

Hope this helps!<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","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":245,"urlcode":"Sharing","name":"Sharing and Collaboration"},{"tagID":254,"urlcode":"Formulas","name":"Formulas"},{"tagID":334,"urlcode":"automations","name":"Automations"},{"tagID":437,"urlcode":"conditional-formatting","name":"Conditional Formatting"}]},{"discussionID":108415,"type":"question","name":"Creating Check out\/in sheet and form?","excerpt":"Is it possible to create a check out\/in sheet and form where the entries from the form will land on the same row? I want to create a form where people can check things out\/in on the same date. So I'd check things out the in the morning of 8\/2 and check them in at closing time. I want all the data to land on the same row so…","snippet":"Is it possible to create a check out\/in sheet and form where the entries from the form will land on the same row? I want to create a form where people can check things out\/in on…","categoryID":321,"dateInserted":"2023-08-02T13:59:28+00:00","dateUpdated":null,"dateLastComment":"2023-08-02T14:53:22+00:00","insertUserID":155551,"insertUser":{"userID":155551,"name":"mistone","url":"https:\/\/community.smartsheet.com\/profile\/mistone","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-02T15:19:06+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":126800,"lastUser":{"userID":126800,"name":"Kelly P.","url":"https:\/\/community.smartsheet.com\/profile\/Kelly%20P.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-02T16:17:14+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":21,"score":null,"hot":3381973370,"url":"https:\/\/community.smartsheet.com\/discussion\/108415\/creating-check-out-in-sheet-and-form","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108415\/creating-check-out-in-sheet-and-form","format":"Rich","lastPost":{"discussionID":108415,"commentID":388490,"name":"Re: Creating Check out\/in sheet and form?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/388490#Comment_388490","dateInserted":"2023-08-02T14:53:22+00:00","insertUserID":126800,"insertUser":{"userID":126800,"name":"Kelly P.","url":"https:\/\/community.smartsheet.com\/profile\/Kelly%20P.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-02T16:17:14+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":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-02T15:19:19+00:00","dateAnswered":"2023-08-02T14:53:22+00:00","acceptedAnswers":[{"commentID":388490,"body":"

@mistone<\/a> <\/p>

Form entries cannot land in the same row. However, you could use a form entry to check out and then use an update request to check in. <\/p>

Hope this helps!<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","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=321&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":4908,"limit":3},"title":"Trending in Smartsheet Basics","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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