Formula Help - Completed Projects Within FY

Lchicklis

Hi there,

I am looking to include a metrics widget on my portfolio dashboard for all completed projects in FY20. Our fiscal year runs 2/1/19 through 1/31/20 (or alternately, this could just be completed projects in Feb 2019 and after, then I will start a new count next Feb). 

My current baseline formula is: =COUNTIF(State:State, "Complete")

Would love any help or suggestions from the community on how to incorporate the dates piece into this formula. 

Thank you!

Laura

 

Michael Kingsbury

I would break it up in your pull up based on year using countifs.

Make 3 new columns:

One will be the date column that you are basing your fiscal year on. IE a system column like created or a column you use to mark something complete. 

the second one would be a Month on with the formula =MONTH(Date@row) (Date is your first column)

The third would be the same as the second only with the year =YEAR(Date@row)

Then on your Pull up sheet you would count by month.Then add them how you need it for your matrix. 

Does that help?

Michael

Paul Newcome

Try something along the lines of...

 

=COUNTIFS(State:State, "Complete", [Completed Date]:[Completed Date], AND(ISDATE(@cell), @cell >= DATE(2019, 2, 1), @cell <= DATE(2020, 1, 31)))