How to create a weekly/monthly report
Hello,
I need assistance with creating a formula to produce a weekly and monthly report from my Smartsheet? I will need to provide a weekly report containing total number of request received for the week, also how many were completed, still pending or on going. Also, I will need a formula if I want to produce a weekly report containing how many request was received from each responsible area. I tried using =countif but received an error message.
Best Answer
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I took another look through the thread. It looks like there were a few things that got dropped off as the formulas got tweaked. Here are two formulas for you. One to sum a range and another to count the dates.
=SUMIFS({Range 1}, {Range 2}, AND(IFERROR(MONTH(@cell), 0) = 4, IFERROR(YEAR(@cell), 0) = 2020))
=COUNTIFS({Range 2}, AND(IFERROR(MONTH(@cell), 0) = 4, IFERROR(YEAR(@cell), 0) = 2020))
Sorry for getting it mixed up...
EDIT: I am going to recommend the COUNTIFS. Based on one of your previous screenshots using the SUMIFS, you are referencing the timestamp column as the range to SUM. I assume you are wanting to count instances and not necessarily add up a bunch of other numbers based off of the date.
If in fact you ARE adding up other numbers based on the dates, then you will want to use the SUMIFS instead.
Answers
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Hi Beronica,
Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)
I hope that helps!
Be safe and have a fantastic weekend!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
✅Did my post help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Hey Andree,
Thanks for responding. I was able to create the report, but I am having issues with the dashboard. I am trying to figure out what I am doing wrong. My goal is to get a total of open and closed items each month. Here is the formula that I am using:
=SUMIFS({National Alliance Operation Inquiries Range 1}, {National Alliance Operation Closed Inquiri Range 1}, AND(IFERROR(MONTH(@cell, 0) = 4, IFERROR(YEAR(@cell), 0) = 2020))
Receiving error : #INCORRECT ARGUMENT SET
I will attached a screenshot for your review.
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@Andrée Starå just wanted to touch back on this question. I have changed the column reference since the last comment. Please see below.
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Try something like this for the month. Please change the column names/ranges to match yours.
=SUMIFS({Range 1}, {Range 2}, IFERROR(MONTH(@cell), 0) = 4, {Range 2}, IFERROR(YEAR(@cell), 0)= 2020)Did it work?
Do you need anything else?
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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@Andrée Starå it didn't work. It would not let me add in the column name {Range 2}.
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My formula is only an example so in your formula it might not be Range 1 and Range 2, but something else.
Make sense?
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Yes, it makes perfectly sense and I understand that. I substituted my column names in place of those but it would not let me put in my second column name in the formula at the end.
IFERROR(MONTH(@cell), 0) = 4, {Range 2}- here is where I was not able to insert my column name and received the #UNPARSEABLE error message.
Make sense? I am trying not to confuse you.
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@Andrée Starå I now that I am doing something wrong but can't put my finger on it. Please assist.
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@Andrée Starå just checking to see if you had a chance to look at this again. I would like to have create my formula to add to my dashboard by tomorrow, if possible. :-)
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Apologies, I missed your replies.
Can you maybe share the sheet(s)/copies of the sheet(s)? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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@Andrée Starå I have shared the sheets with you.
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@Andrée Starå I shared the report that I am trying to build. Let me know if you are able to see the sheets.
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@Paul Newcome do you have a little free time to assist? Andree is assisting me but I think that he may be a little tied up at the moment and I need to create this on my dashboard by COB today.
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Looking at your screenshots you are going to want a COUNTIFS instead of a SUMIFS. You don't have any numbers to add together.
I also notice you are missing some parenthesis.
You have IFERROR(MONTH@cell, 0) and IFERROR(YEAR@cell, 0)
You should have an opening and closing parenthesis for the MONTH and YEAR functions.
IFERROR(MONTH(@cell), 0)
IFERROR(YEAR(@cell), 0)
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