SUMIFS

Hi Chris,

Thank you for your question. I can't spot anything wrong with the formula's structure. It might be helpful to send us an Excel file with some sample data to forum@stl-training.co.uk, then we might spot the issue.

Kind regards
Marius Barnard
STL

Hi Chris,

I have had a close look at your file. There is nothing wrong with the Sumifs. They return the right result.

You only have 2018 data in the column tbl_Saleslog[Raise Date YE]. You only have records for Ian, Luke and Mark in the Data sheet.

I changed the Combo box in the helper sheet to YE 2018 and then I tested L4 (Ian). The sum of the Data sheet, where the criteria in the sumifs are true 31903.13 and the sum of the sumifs in the Target sheet is 2159280. The result in L4 1.48% is the right result.

I just spotted, where you have a problem. In the second Sumifs you reference the Annual target not the Monthly target.

=SUMIFS(tbl_Saleslog[12 GP],tbl_Saleslog[AccntMan],L3,tbl_Saleslog[Raise Date YE],$E$2)/SUMIFS(tbl_Targets[Annual Target],tbl_Targets[AccntMan],L3,tbl_Targets[Year],$E$2)

Change it to:

=SUMIFS(tbl_Saleslog[12 GP],tbl_Saleslog[AccntMan],L3,tbl_Saleslog[Raise Date YE],$E$2)/SUMIFS(tbl_Targets[Monthly Target],tbl_Targets[AccntMan],L3,tbl_Targets[Year],$E$2)

I hope this make sense and you will get a nice report.

Kind regards

Jens Bonde
Microsoft Office Specialist Trainer

Tel: 0207 987 3777
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Kind regards

Jens Bonde
Microsoft Office Specialist Trainer

Tel: 0207 987 3777
Best STL - https://www.stl-training.co.uk
98%+ recommend us

London's leader with UK wide delivery in Microsoft Office training and management training to global brands, FTSE 100, SME's and the public sector