Count per month/year automatically

What formula do I use to count data per month/year and have it update automatically with new entries. How do I pull that rolling data for past 12 month data to dashboard

Answers

  • Bassam Khalil
    Bassam Khalil ✭✭✭✭✭✭

    Hi @Lynn Collier

    Hope you are fine, please find in the following the formula to count by month for November for example

    =COUNTIFS([Column2]:[Column2], <=DATE(2020, 11, 30)) - COUNTIFS([Column2]:[Column2], <=DATE(2020, 11, 1))

    and if you want count for 2020 you can use the formula

    =COUNTIFS([Column2]:[Column2], <=DATE(2020, 12, 31)) - COUNTIFS([Column2]:[Column2], <=DATE(2020, 1, 1))

    check the following screen shot for the sample

    1.jpg


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  • Bassam Khalil
    Bassam Khalil ✭✭✭✭✭✭

    Hi @Lynn Collier

    Did my post(s) help or answer your question or solve your problem? Please help the Community bymarking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

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  • Hi, Sorry for the delay in getting back to you. The first formula works so that I do not have to put in a filler column of first and last day of the month. Thank you Lynn

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Hi @KarenTF<\/a>,<\/p>

You can do this with a nested IF statement. As a basic example, if you had a dropdown with options A, B, C and wanted to assign them points values of 1, 2, 3 respectively, you would use the following formula in your points column:<\/p>

=IF([Radio selection]@row = \"A\", 1, IF([Radio selection]@row = \"B\", 2, IF([Radio selection]@row = \"C\", 3)))<\/p>

\n
\n \n \"image.png\"<\/img><\/a>\n <\/div>\n<\/div>\n

If you have multiple instances of this then you could then use a SUM formula to get the total at the end.<\/p>

Hopefully this points you in the right direction, but if you've more specifics or have any problems\/questions then just post!<\/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":111115,"type":"question","name":"Can Smartsheet automatically push a date on to a Thursday?","excerpt":"Hello. I thought I’d found the answer to this in a forum a while back, but the answer on there didn’t work for me when I tried it – I’d like to know if there’s a code\/formula for Smartsheet to check whether an End Date (publication date) falls on a Thursday and for Smartsheet to automatically move the date along to the…","snippet":"Hello. I thought I’d found the answer to this in a forum a while back, but the answer on there didn’t work for me when I tried it – I’d like to know if there’s a code\/formula for…","categoryID":322,"dateInserted":"2023-10-03T14:07:53+00:00","dateUpdated":null,"dateLastComment":"2023-10-03T15:17:08+00:00","insertUserID":167869,"insertUser":{"userID":167869,"name":"Lee5","title":"Mr","url":"https:\/\/community.smartsheet.com\/profile\/Lee5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-10-03T21:08:50+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-10-03T20:18:34+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":26,"score":null,"hot":3392690701,"url":"https:\/\/community.smartsheet.com\/discussion\/111115\/can-smartsheet-automatically-push-a-date-on-to-a-thursday","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/111115\/can-smartsheet-automatically-push-a-date-on-to-a-thursday","format":"Rich","tagIDs":[254,334],"lastPost":{"discussionID":111115,"commentID":398125,"name":"Re: Can Smartsheet automatically push a date on to a Thursday?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/398125#Comment_398125","dateInserted":"2023-10-03T15:17:08+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-10-03T20:18:34+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":"2023-10-03T14:58:34+00:00","dateAnswered":"2023-10-03T14:21:50+00:00","acceptedAnswers":[{"commentID":398101,"body":"

@Lee5<\/a> So I can make it so it falls on the current week Thursday, so if it is a Friday it will slide back 1 day.<\/p>

The formula is =[End Date]@row - WEEKDAY([End Date]@row) + 5<\/p>"},{"commentID":398102,"body":"

Give this a try:<\/p>

=[Publication Date]@row + (5 - WEEKDAY([Publication Date]@row)) + IF(WEEKDAY([Publication Date]@row) > 5, 7, 0)<\/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"},{"tagID":334,"urlcode":"automations","name":"Automations"}]},{"discussionID":111101,"type":"question","name":"I want the color to change to green if checkbox is checked and stay Red if it is not.","excerpt":"I have this formula but it is not working for me. =IF(Done@row = 1, Status@row = \"Green\", Status@row = \"Red\") I have 2 columns, one is a checkbox column, and one is a symbol column with Green, Yellow and Red options. I want the color to change to green if checkbox is checked and stay Red if it is not. Can someone pls help…","snippet":"I have this formula but it is not working for me. =IF(Done@row = 1, Status@row = \"Green\", Status@row = \"Red\") I have 2 columns, one is a checkbox column, and one is a symbol…","categoryID":322,"dateInserted":"2023-10-03T11:38:22+00:00","dateUpdated":null,"dateLastComment":"2023-10-03T12:43:00+00:00","insertUserID":167861,"insertUser":{"userID":167861,"name":"jurgen93","url":"https:\/\/community.smartsheet.com\/profile\/jurgen93","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!x0dqcfebITo!2TEp_ivMMPo!Pdo2cLhE7c-","dateLastActive":"2023-10-03T19:36:31+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":167861,"lastUser":{"userID":167861,"name":"jurgen93","url":"https:\/\/community.smartsheet.com\/profile\/jurgen93","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!x0dqcfebITo!2TEp_ivMMPo!Pdo2cLhE7c-","dateLastActive":"2023-10-03T19:36:31+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":27,"score":null,"hot":3392671282,"url":"https:\/\/community.smartsheet.com\/discussion\/111101\/i-want-the-color-to-change-to-green-if-checkbox-is-checked-and-stay-red-if-it-is-not","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/111101\/i-want-the-color-to-change-to-green-if-checkbox-is-checked-and-stay-red-if-it-is-not","format":"Rich","lastPost":{"discussionID":111101,"commentID":398049,"name":"Re: I want the color to change to green if checkbox is checked and stay Red if it is not.","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/398049#Comment_398049","dateInserted":"2023-10-03T12:43:00+00:00","insertUserID":167861,"insertUser":{"userID":167861,"name":"jurgen93","url":"https:\/\/community.smartsheet.com\/profile\/jurgen93","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!x0dqcfebITo!2TEp_ivMMPo!Pdo2cLhE7c-","dateLastActive":"2023-10-03T19:36:31+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":"2023-10-03T12:43:06+00:00","dateAnswered":"2023-10-03T11:54:39+00:00","acceptedAnswers":[{"commentID":398043,"body":"

Hey @jurgen93<\/a> <\/p>

I think the formula you are looking for is this one :=IF(<\/strong>Done@row = \"true\", \"Green\", \"Red\")<\/strong><\/p>

It worked for me but let me know if I missed anything.<\/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":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=322&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":10000,"limit":3},"title":"Trending in Formulas and Functions ","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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