Using Month/Year in formula

Am I missing an easy way to pull in a count based off month in a chart? For ex. My chart shows July and I would like my formula to count events based off the July name in the chart (@row), I could only figure this out using a month helper column in my source sheet and having to manually adjust each formula? If I used 07/20 as my "July" name in my chart how do I automatically pull in events from a specific month and/or year?

=SUMIFS({revenue}, {Type}, [Column2]$2, {invoice month}, "7")

Total Fees By Month

FUND REIT INS

July $0 $4,000 $3,000

August $100 $2,000 $3,000

Answers

  • Mark Cronk
    Mark Cronk ✭✭✭✭✭✭

    Hi@Autumn Bennett,

    Can you share a screenshot of your chart and source sheets so we can see your column names and formulas? That would really help.

    Thank you,

    Mark


    I'm grateful for your "Vote Up" or "Insightful". Thank you for contributing to the Community.

  • Hi@Mark Cronk,我有一个类似的问题。但实际上just this:

    Did SS ever put in the ability to understand months as names likeI read about in these forums from past posts? I see notes from SS that this would be made available in 2019 so things would function like excel and you could choose MMM or MM when formatting dates, but I have yet to find anything like the abilities in excel to format and parse dates in more human-friendly ways.

    I would like to be able to let users view card lanes by Month/Year, in a friendly format, that still allows tasks to be dragged from May 2021 to July 2021 if project plans shift. There seems no clean way to do this other than to use numeric values.

  • Mark Cronk
    Mark Cronk ✭✭✭✭✭✭

    Hi@Rachel Fernandez,

    You can format date columns with the date format dropdown on the format ribbon. Smartsheets isn't nearly as robust as Excel when it comes to dates and time. I can't speak to any planned enhancements. Maybe one of the Smartsheet staff can chime in.

    Be well,

    Mark


    I'm grateful for your "Vote Up" or "Insightful". Thank you for contributing to the Community.

Help Article Resources

Want to practice working with formulas directly in Smartsheet?

Check out theFormula Handbook template!
=[End Date]@row - [Start Date]@row<\/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"}]},{"discussionID":108271,"type":"question","name":"Conditional formula - if a date is less than 30 days from today","excerpt":"I'm trying to create a conditional formula to flag if less than 30 days from today. I create a separate column to calculate but I am getting an error on the formula. =IF(AND([Event Date] > TODAY(), [Event Date] <= TODAY() + 30), \"Less than 30 days from today\", \"More than 30 days from today\") Help?","snippet":"I'm trying to create a conditional formula to flag if less than 30 days from today. I create a separate column to calculate but I am getting an error on the formula.…","categoryID":322,"dateInserted":"2023-07-28T18:21:58+00:00","dateUpdated":null,"dateLastComment":"2023-07-28T19:22:21+00:00","insertUserID":159884,"insertUser":{"userID":159884,"name":"Connie Cochran","url":"https:\/\/community.smartsheet.com\/profile\/Connie%20Cochran","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-28T19:21:59+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"updateUserID":null,"lastUserID":159884,"lastUser":{"userID":159884,"name":"Connie Cochran","url":"https:\/\/community.smartsheet.com\/profile\/Connie%20Cochran","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-28T19:21:59+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":23,"score":null,"hot":3381143059,"url":"https:\/\/community.smartsheet.com\/discussion\/108271\/conditional-formula-if-a-date-is-less-than-30-days-from-today","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108271\/conditional-formula-if-a-date-is-less-than-30-days-from-today","format":"Rich","lastPost":{"discussionID":108271,"commentID":387894,"name":"Re: Conditional formula - if a date is less than 30 days from today","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/387894#Comment_387894","dateInserted":"2023-07-28T19:22:21+00:00","insertUserID":159884,"insertUser":{"userID":159884,"name":"Connie Cochran","url":"https:\/\/community.smartsheet.com\/profile\/Connie%20Cochran","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-28T19:21:59+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":"2023-07-28T19:21:56+00:00","dateAnswered":"2023-07-28T18:55:42+00:00","acceptedAnswers":[{"commentID":387890,"body":"

Try this:<\/p>

=IF(ISDATE([Event Date]@row), IF(AND([Event Date]@row > TODAY(), [Event Date]@row <= TODAY(30)), \"Less than 30 days from today\", \"More than 30 days from today\"), \"//www.santa-greenland.com/community/discussion/75020/\")<\/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":108267,"type":"question","name":"Combining IF Formula for Blank\/ Not Blank Cells","excerpt":"I want to create a formula that provides the below statuses: -Complete: Based on \"Collected Date\" not null -Incomplete: Based on \"Collected Date\" null and \"Antcipated Collected Date\" null -Pending: Based on \"Anticipated Collcted Date\" not null and \"Collected Date\" null Below is what I have, but it's unparseable:…","snippet":"I want to create a formula that provides the below statuses: -Complete: Based on \"Collected Date\" not null -Incomplete: Based on \"Collected Date\" null and \"Antcipated Collected…","categoryID":322,"dateInserted":"2023-07-28T17:23:40+00:00","dateUpdated":null,"dateLastComment":"2023-07-28T18:28:47+00:00","insertUserID":164288,"insertUser":{"userID":164288,"name":"brownrobe","url":"https:\/\/community.smartsheet.com\/profile\/brownrobe","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-28T18:42:06+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":164288,"lastUser":{"userID":164288,"name":"brownrobe","url":"https:\/\/community.smartsheet.com\/profile\/brownrobe","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-28T18:42:06+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":36,"score":null,"hot":3381135147,"url":"https:\/\/community.smartsheet.com\/discussion\/108267\/combining-if-formula-for-blank-not-blank-cells","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108267\/combining-if-formula-for-blank-not-blank-cells","format":"Rich","lastPost":{"discussionID":108267,"commentID":387885,"name":"Re: Combining IF Formula for Blank\/ Not Blank Cells","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/387885#Comment_387885","dateInserted":"2023-07-28T18:28:47+00:00","insertUserID":164288,"insertUser":{"userID":164288,"name":"brownrobe","url":"https:\/\/community.smartsheet.com\/profile\/brownrobe","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-28T18:42:06+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":"2023-07-28T18:30:11+00:00","dateAnswered":"2023-07-28T18:22:11+00:00","acceptedAnswers":[{"commentID":387882,"body":"

Greetings @brownrobe<\/a>,<\/p>

Here is a possible solution for your formula:<\/p>

=IF(NOT(ISBLANK([Recovery Collected Date]@row)), \"Complete\", IF(AND(ISBLANK([Recovery Collected Date]@row), ISBLANK([Anticipated Collection Date]@row)), \"Incomplete\", IF(AND(NOT(ISBLANK([Anticipated Collection Date]@row)), ISBLANK([Recovery Collected Date]@row)), \"Pending\", \"//www.santa-greenland.com/community/discussion/75020/\")))<\/p>

Please confirm I have your column names correct and adjust as needed.<\/p>

I hope this helps, and have a great weekend.<\/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":[]}">

Trending in Formulas and Functions