Totals Per Month Using Multiple Columns

Hi Everyone! Hope you are all having a great day.

I can't seem to figure out a formula to calculate values in a given month using multiple columns.

More specifically, I'm trying to reference our main sheet and count values from columns called "Meeting 1", "Meeting 2", and "Meeting 3".

I only want to count the meeting that occur in a given month/year. For example, count all values in any of the above columns from January 2023.

Bit of a complicated one for me, it seems, so all help would be appreciated as I'm a little newer to Smartsheet. Thanks so much!

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Answers

  • Ipshita
    Ipshita ✭✭✭✭✭✭
    edited 02/15/23

    Hi @aceys

    Can you attach a screenshot of your sheet? I know the formula for COUNTIFS will work but I still wanted to take a look at your columns so I can help you better :)

    Cheers,

    Ipshita

    Ipshita Mukherjee

  • aceys
    aceys ✭✭

    Hi @Ipshita - thanks so much for the response! I really appreciate it. :)

    Here is a snippet. I would need to count the number of Touchpoints that occurred in January 2023, for example.

    Thank you again!

  • Ipshita
    Ipshita ✭✭✭✭✭✭

    Hi @aceys - usually a COUNTIFS formula would have worked if you had text in those columns instead of dates. There is unfortunately no straightforward way to count the month number occurrences from the date fields.

    However, I can suggest a long path for you - if you enter a MONTH column next to each of these date-points column, and hide it later, you can easily get a count of month touchpoints -

    You can also enter the month text by using the formula - =IF(Month@row = 1, "January", IF(Month@row = 2, "February", IF(Month@row = 3, "March", IF(Month@row = 4, "April", IF(Month@row = 5, "May"

    and then you'd be able to calculate the meeting occurrences by each month the same way -

    Sorry I couldn't find an easier and better way than this in the short time I tested your formula.

    Hope this helps,

    Cheers,

    Ipshita

    Ipshita Mukherjee

  • aceys
    aceys ✭✭

    @Ipshita - thank you for the detailed thoughts and feedback! This is very helpful and I appreciate you taking the time to create instructions for me.

    I will play around with this. Thank you again and have a wonderful week!

  • Ipshita
    Ipshita ✭✭✭✭✭✭
    edited 02/15/23

    @aceys - I am glad I was able to help :) don't forget to hit awesome to my response! ;)

    Have a great week,

    Cheers,

    Ipshita

    Ipshita Mukherjee

  • aceys
    aceys ✭✭

    @Ipshita - sorry to bother you again. Please ignore me if you have better things to do lol.

    Do you know how I would add an IF statement to make the cell blank is the date is left blank?

  • Ipshita
    Ipshita ✭✭✭✭✭✭

    No problem @aceys you need to start your formula with =IF(ISBLANK and then write the full equation inside this.

    Hope this helps, :)

    Cheers,

    Ipshita

    Ipshita Mukherjee

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