Date Summarization
Hello--
I've run into a puzzle that I cannot solve on my own.
I need to group dates together by year to create a chart to show my leadership team. For example, I need all dates under Open 2021, Pending 2022, so forth. I've played with it for hours and I cannot figure it out. Any help would be most grateful. Thanks!
Answers
-
Hi @Electricguy
If the source column is a date type column, you can add a column with the formula =YEAR(source@row).
That will give you the ability to group a report by Year. Or if you are building a dashboard graph you can list the years on a metric sheet and then do COUNTIFS off the source sheet.
I hope that helps.
Matt
-
Thanks for this assistance.
What if I have the entire date written out? For example, I have the date of the assignment on my sheet as June 10, 2021. Should I reduce the date down to just the year to aggregate the data? Is there a way to separate it out (like Excel) or do I have to manually go down the page and separate the year from the rest of the date?
-
Are you able to provide a screenshot of the source data?
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
-
Please take a look. I'm still trying to figure out this puzzle. I want a formula that will calculate each line by year. It's going on another page, so I'm trying to use Countifs, but it's not quite working out for the year.
-
As long as everything is in date type columns and your data is being stored as dates, you should be able to use:
=COUNTIFS({Date Column}, IFERROR(YEAR(@cell), 0) = 2023)
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
-
I think I am going to re-do the Smartsheet as I am still getting the "unparseable" error. Thanks for the help!
Help Article Resources
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 62.9K Get Help
- 379 Global Discussions
- 210 Industry Talk
- 441 Announcements
- 4.5K Ideas & Feature Requests
- 139 Brandfolder
- 129 Just for fun
- 130 Community Job Board
- 449 Show & Tell
- 30 Member Spotlight
- 1 SmartStories
- 300 Events
- 33 Webinars
- 7.3K Forum Archives
Check out the Formula Handbook template!