Report for completion dates with in 7 days and within 30 days

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carly
carly
edited 07/18/22 in Formulas and Functions

I need to somehow show what projects within a sheet were completed within 7 days and what has been completed in 8-30 days

Show each project title that was complete - or show a QTY of projects that were complete in those days. Either would be great!

How do I pull this data to create a widget or something of the sort?


I've tried numerous functions etc - not able to get the formula correct


Answers

  • Genevieve P.
    Genevieve P. Employee Admin
    Options

    Hi @carly

    I actually think the easiest thing to do here would be to create a Row Report!

    You can make two Reports, with two different filters based on that Date Column. See: Create Filter Criteria to Control Data in Report Builder


    Then if you're on a Business or Enterprise plan, you could use the Summarize function at the top of the Report to quickly COUNT how many rows are associated with your filter. See: Redesigned Reports with Grouping and Summary Functions

    If you want to display this using a chart, you'll need to both Group and Summarize. The way I would do this is Group by the Sheet Name (meaning all rows will be in the same Group) then Summarize. The Report will then have 2 rows at the top with your data, which will then allow a Chart to use this as a source (as it skips over the top-summary row).

    Let me know if this makes sense or if you'd like to see more screen capture examples!

    Cheers,

    Genevieve

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