Formula for projects completed by month

TPALJA

Im looking for a total # of projects that are completed by Month and year

Genevieve P.

Hey @TPALJA

What about creating a Report? Then you can Filter by if the Projects say "Complete", then Group by the Year column, add a second-level Grouping for the Month column, and use Summarize to COUNT how many rows are in each Group.

Here's a free webinar that goes through these functions: Redesigned Reports with Grouping and Summary Functions

Cheers,

Genevieve

Kleerfyre

How do you have your sheet set up to track the data currently? Depending on how you have things, you might end up needing to have some helper columns to do what you want to do.

TPALJA

I have date columns as 5/31/23 columns as well as month/year columns 5 2023

Genevieve P.

Hey @TPALJA

What about creating a Report? Then you can Filter by if the Projects say "Complete", then Group by the Year column, add a second-level Grouping for the Month column, and use Summarize to COUNT how many rows are in each Group.

Here's a free webinar that goes through these functions: Redesigned Reports with Grouping and Summary Functions

Cheers,

Genevieve

TPALJA

thanks for the tip on reporting. I cant seem to get it to appear correctly on the dashboard.

I had created a formula for total # of jobs per month and a formula for those that are completed in separate reports. I was hoping to combined the two formulas, I tried to combine the two formulas but its not quite working for me.

=COUNTIF({Lead Follow Up Range 2 Assigned to}, IFERROR(MONTH(@cell), 0) = 1)

=COUNTIF({Job Status}, "Completed")

Genevieve P.

Hi @TPALJA

To combine two COUNTIF statements, you'll want to use COUNTIFS, plural.

Try this:

=COUNTIFS({Lead Follow Up Range 2 Assigned to}, IFERROR(MONTH(@cell), 0) = 1, {Job Status}, "Completed")

Cheers,

Genevieve