Quarterly Results

I'm still fairly new to using Smarthseet formulas. Although the idea is simple enough, I've tried to use COUNTIFS, based on some examples I've found on here that looked similar, but cannot get it to do what I want.

My end goal is to create a Smartsheet to display quarterly results that includes the Assigned PM and the amount of cases they did each quarter (screenshot below) and eventually display those results as a chart on the current dashboard .

I'm able to get the totals for each PDM to display correctly, but this is the first time dealing with displaying results quarterly.

The numbers in the 2025 Totals column are referencing the Report below. The cases are grouped by the Assigned PM.

So I want to get a total count of cases for each PDM quarterly, using the dates from the "Date of Request" column. If I can get this the show up correctly, I can figure out how to display the bar chart for this in the dashboard.

Appreciate the help on this!

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Smar Czar

You could create a helper column on the source sheet(s) that the report is looking at. You could use a formula for that column to return the quarter. Such as the following. Then perform your COUNTIFS calc. to include the Qtr. column in the formula.

=IF(OR(MONTH([Date Request]@row ) = 1, MONTH([[Date Request]@row ) = 2, MONTH([Date Request]@row ) = 3), "Q1", IF(OR(MONTH([Date Request]@row ) = 4, MONTH([Date Request]@row ) = 5, MONTH([Date Request]@row ) = 6), "Q2", IF(OR(MONTH([Date Request]@row ) = 7, MONTH([Date Request]@row ) = 8, MONTH([Date Request]@row ) = 9), "Q3", "Q4")))

Does that help?

Andrée Starå

https://community.smartsheet.com/discussion/141506/quarterly-results

Hi,

I hope you're well and safe!

Try something like this.

=IF(Date of Request@row <> "", "Q" + ((ROUNDDOWN(((YEARDAY(Date of Request@row ) - 5) / 365) * 4)) + 1) + "-" + RIGHT(Date of Request@row , 2))

You can use it in each column and combine it with another IF to check if the Quarter matches.

Make sense?

Would that work/help?

I hope that helps!

Be safe, and have a fantastic day!

Best,

Andrée Starå | Smartsheet Expert Consultant & Partner / CEO @ WORK BOLD

✅ Did I help answer your question/solve the problem? Please support with💡 ⬆️ ❤️, and/or ✅ Answer. This will make it easier for others to find a solution or help answer. I appreciate it, thank you! 🙏

Noel G.

@Smar Czar
Thanks for your input. I finally got the formula for the helper column to display the quarters correctly. Some minor syntax errors. However, I am not sure of the correct COUNTIF syntax to use, so that i get the correct QTR count that matches the PDM.

Example, in the Q2 column for Dylan, it should show 28, because that's how many cases he did for that Quarter.

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