It has been a long time since i posted, normally google is my friend for finding answers before coming to the pros. but i can't seem to find what i am looking for or i am not typing the correct phrase to pull what i need to search. I don't know a ton about spreadsheet, just basic formulas and functions. so bare with me.
Problem:
I have a google sheet for work that gives me some data. I am trying to minimize the manual changes and inputs and get the data i need. I know QBO can run reports. but i am using the data on other pages for things, so i have a page for QBO imports that brings in the monthly reports from QBO going back to 2018. I have a 90 day report and a rolling 12 month report for tracking numbers and trends/averages etc. I want to add a YTD option. but for some reason, i can't get the function to return what i am looking for. My idea is that QBO give month and year in the column and i want to add up a line below that corresponds. So i used
=sumifs('QBO import'!D17:17,'QBO import'!$D$5:$5,">="&date(2022,1,1),'QBO import'!$D$5:$5,"<="&date(2022,12,31))
to get it to pull the right dates, but when i try to change it to "year(today())" so that the YTD report is the current year. It either says $0.00 or "error" formula parse error. This is one of my many attempts at writing it out
=sumifs('QBO import'!D17:17,(year('QBO import'!$D$5:$5)),=(year(date(today()))),'QBO import'!$D$5:$5,=(year(date(today()))))
=sumifs('QBO import'!D17:17,'QBO import'!$D$5:$5,">="year(today()),'QBO import'!$D$5:$5,"<="year(today()))
I also tried some "Sumif()" and just "IF()"
I am at a loss, if anyone understands what i am trying to do and can help me see my error. I would be forever grateful. But at the end of the day, if i have to stick with manual dates i change every year, so be it.
Problem:
I have a google sheet for work that gives me some data. I am trying to minimize the manual changes and inputs and get the data i need. I know QBO can run reports. but i am using the data on other pages for things, so i have a page for QBO imports that brings in the monthly reports from QBO going back to 2018. I have a 90 day report and a rolling 12 month report for tracking numbers and trends/averages etc. I want to add a YTD option. but for some reason, i can't get the function to return what i am looking for. My idea is that QBO give month and year in the column and i want to add up a line below that corresponds. So i used
=sumifs('QBO import'!D17:17,'QBO import'!$D$5:$5,">="&date(2022,1,1),'QBO import'!$D$5:$5,"<="&date(2022,12,31))
to get it to pull the right dates, but when i try to change it to "year(today())" so that the YTD report is the current year. It either says $0.00 or "error" formula parse error. This is one of my many attempts at writing it out
=sumifs('QBO import'!D17:17,(year('QBO import'!$D$5:$5)),=(year(date(today()))),'QBO import'!$D$5:$5,=(year(date(today()))))
=sumifs('QBO import'!D17:17,'QBO import'!$D$5:$5,">="year(today()),'QBO import'!$D$5:$5,"<="year(today()))
I also tried some "Sumif()" and just "IF()"
I am at a loss, if anyone understands what i am trying to do and can help me see my error. I would be forever grateful. But at the end of the day, if i have to stick with manual dates i change every year, so be it.
