Countif a dropdown was selected before a certain date
In our project management process, we have a drop down column for an employee to note where a project is in the process, ending with "Completed". I want to do a count for how many of these projects were completed in our last fiscal year. I'm looking for a formula to say "if "completed" was selected before 7/1/2020, then count".... does anyone have any recommendations for how to accomplish that?
Answers
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You would need to have a column that houses the date the row was marked completed. Then you could use a formula such as
=COUNTIFS({Date Range}, IFERROR(@cell, DATE(2020, 07, 02)) <= DATE(2020, 07, 01)
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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I hope you're well and safe!
To add to Paul's excellent advice/answer.
You could use a Workflow with the Record a Date feature to store the date automatically.
Would that work/help?
I hope that helps!
Be safe and have a fantastic day!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) 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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Thank you both! I've created a date column that uses an automatic workflow and use the formula created by Paul - they work great!
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Happy to help. 👍️
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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Now I'm looking at setting up a formula to prepare for the upcoming year. Obviously if I do a before function, it will include ALL previous fiscal years. How would I set this up to work for a period of time between July 1 2020 and June 30 2021?
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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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Your formula would end up looking more like this...
=COUNTIFS({Date Range}, AND(IFERROR(@cell, DATE(2020, 06, 30)) >= DATE(2020, 07, 01), IFERROR(@cell, DATE(2021, 07, 02) < DATE(2021, 07, 01)))
The above is between 1 July 2020 and 30 June 2021.
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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