Automating start date COUNTIF formula for Visual Data

Hello,

I am trying to visualize new hire data in a chart for our execs to see how many users we're onboarding per month.

It took me awhile to find a working formula, but I settled on this -

=COUNTIFS([Start Date]:[Start Date], >=DATE(2022, 1, 1), [Start Date]:[Start Date], <=DATE(2022, 1, 31))

Now this formula just grabs the amount of new hires for the month of January.


So I would have a column saying "January" then this formula next to it referencing the other smartsheet to grab the data.


Is there a way to automate this so I do not have to manually keep adding months and copy/pasting the formula, tweaking the numbers every time.


Thank you!

Answers

  • Hollie Green
    Hollie Green ✭✭✭✭✭✭

    Thank you for asking this question it helped me think outside the box for an issue I was having.

    I would need more details to help specifically but the below information may help you figure it out on your own. For example, I don't know if you need just for one year or if it crosses multiple years and if you can add columns to the other sheet you are referencing, etc.

    =Month[Start Date] would bring in just the month of the start date as a number 1-12 so January would be 1 and so on.

    =Month(Today()) will bring in the number of this month so since it is July it will bring in 7.

    I incorporated these into formulas to assist with my issue. Hope they help resolve yours.

  • Hi Hollie thanks for your response.

    Your formulas will be of help thank you, but I'm also asking if there is a way to automate on the report i'm creating


    So if for instance, August is not typed in yet by me, and we get a new hire that starts 8/12/22, I would want a new row to be generated to say


    "August" "1" <-- to indicate that there is currently 1 new hire for the month and to dynamically update.

    Then when new hires start hitting september, I want a row to be created automatically "September" and so on and so forth. Not sure if this is possible

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