Date Conversion Month/Year

Simone Hampton
edited 04/14/25 in Formulas and Functions

Hello

I am trying to convert date from 20-Feb-2025 to Feb-2025

I am using the following formula and coming up with 02/2025 as the result.

=MONTH([Drug Substance Smoothed date]@row) + "/" + YEAR([Drug Substance Smoothed date]@row)

However this does not work when using in graphs extra as it puts in numerical order, please see below information for further assistance.

I have tired using the date formatting tool but it doesnt work in this instance.

There has to be a simple way of changing dates in smartsheet

image.png image.png

Thanks Simone

Answers

  • Kerry St. Thomas
    Kerry St. Thomas Community Champion

    To put it succinctly… dates are tough to deal with in Smartsheet.

    When you shift your Your best bet is to format your Month/Year as "2025-02" or "2025-Feb" and so on. Because you're working with a TEXT value once you apply a formula to a date, you need to get creative with how you surface it.

    As an aside, you may want to investigate calendar tables as a concept. Google it - this is a database / data visualization thing; it's not unique to Smartsheet by any stretch, so there are probably a billion resources out there. I have a MS Excel tool that allows me to create a list of dates in a range that I specify, that also parses out the dates into things like "2025Q1", the month/year thing above, and also pulls in info from our other systems to identify company holidays, etc. I then import that info into a sheet on an annual basis, and can then do a cross-sheet reference instead of figuring out the date formulas whenever time intelligence comes up as a thing.

    Good luck!

    If this answer resolves your question, please help the Community by marking it as an accepted answer. I'd also be grateful for your response - "Insightful"or "Awesome" reactions are much appreciated. Thanks!

  • thanks Kerry, that is soemthing I am not familar with, sounds a bit scarey TBH

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