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
-
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
Help Article Resources
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 64.9K Get Help
- 441 Global Discussions
- 140 Industry Talk
- 472 Announcements
- 4.9K Ideas & Feature Requests
- 129 Brandfolder
- 148 Just for fun
- 68 Community Job Board
- 497 Show & Tell
- 33 Member Spotlight
- 2 SmartStories
- 300 Events
- 36 Webinars
- 7.3K Forum Archives
Check out the Formula Handbook template!