Survey Results from Form to Dashboard Chart
Answers
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Charts cannot create calculations on their own, by looking at your text. They will need you to translate that text into numbers to map on a chart. This means that yes! You will need a second sheet in order to do this, but the formula will work as new rows are added to the sheet.
Based on your latest description, it sounds like you want to use the original formulas and sheets that were built earlier, but now adjust it by Month.
The previous formula counted ALL instances of that Value in the dropdown column:
What I would suggest doing here is have more columns next to "Column2", and set them each as a Month column. This means you'd have 12 columns in a row.
Then in the January column, you can use the same COUNTIF formula but add an S to make it COUNTIFS:
=COUNTIFS({Dropdown Column 1}, [Primary Column]@row, {Date of Visit Column}, IFERROR(MONTH(@cell), 0) = 1)
For the February column you'd update it to:
=COUNTIFS({Dropdown Column 1}, [Primary Column]@row, {Date of Visit Column}, IFERROR(MONTH(@cell), 0) = 2)
That way you'll have numbers to count each of your selections on a month-by-month basis.
If you still need help, at this point I would highly recommend booking a Pro Desk session, here. It will be easier to walk through the steps over a screen-share session.
Cheers,
Genevieve
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Could you please show the next step of making a metrics sheet once you have completed the steps of using a =TODAY column as well as the Helper month column. I just need a metrics sheet and I am not sure how you would organize that data.
Thanks!
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