Formula assistance

asha.D
asha.D
edited 02/14/25 in Formulas and Functions

Hello,

I am needing to pull count for the current month and year to track my extensions for each project. I am unable to capture the formula correctly. Any guidance or assistance is greatly appreciated!


This is where I am pulling the data from -

Answers

  • Michelle Choate 2
    Michelle Choate 2 Community Champion

    Hello @asha.D!

    I have a suggestion — I would add 2 columns to your sheet.

    First one is Month with the column formula being =MONTH([Extension Date]@row).

    Then I would add a Year column with the formula being =YEAR([Extension Date]@row)

    Then in your Metadata Sheet, I would create 2 columns to the Left of your Column4 and Column 5. The first column is Month. The second Column is year. This way if you are creating a chart, you can use the columns with the names you have chosen, but the formula can be based off of these columns.

    So it would look something like this:

    =COUNTIFS({Extensions}, "YES", {Active project extensions}, 1, {Month}, Month@row, {Year},Year@row)

    Then you can pull this formula all the way down. You do not have to do a separate one for each row.

    If you want to jump on a quick call to make sure this works, feel free to schedule time on my calendar below. And if I have answered your question, please remember to mark it 😊

    Michelle Choate

    michelle.choate@outlook.com

    Always happy to walk through any project you need help with! Book time with me here: https://calendly.com/michelle-choate

  • Thank you Michelle. I have requested a time to meet with you, as I am still struggling. I appreciate all your help!

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