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
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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
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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?
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Are you able to provide a screenshot of the source data?
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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.
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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)
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I think I am going to re-do the Smartsheet as I am still getting the "unparseable" error. Thanks for the help!
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