Hello!
I am trying to create rolling metrics of how many entries we have in the current Fiscal Year, Quarter, and past Fiscal Year. How would I reference a Sheet Summary cell's value?
For ex, I want Total Orders of Fiscal Year to show me everything in FY23. My Total Orders of Fiscal Year cell has the formula-
=COUNTIF(FY:FY, [Current Fiscal Year]#)
However, my COUNTIF is returning #INVALID DATA TYPE.
Here are the formulas in each of these sheet summary cells.
Date
=TODAY(0)
Current Fiscal Year
=IF(MONTH(Date#) > 9, YEAR(Date#) + 1, YEAR(Date#))Current Quarter
Current Quarter
=IF(MONTH(Date#) <= 3, "Q2", IF(MONTH(Date#) <= 6, "Q3", IF(MONTH(Date#) <= 9, "Q4", "Q1")))
Previous Fiscal Year
=[Current Fiscal Year]# - 1
I have the variations of the same formula in my grid to "tag" each entry with QTR/FY, so the information matches. I am able to do a COUNTIF if I specify "2023" or "2024," but since I want it to be rolling, I do not want to have to update the value each time.
I am also open to other workarounds if there is an easier way to do this.
Thank you!
