I need a formula to count how many times a Employee is trained each month

Options

If a associate has multiple entry dates in a month that would the amount of time they was trained. Thanks in advance!

Best Answers

  • Sameer Karkhanis
    Sameer Karkhanis ✭✭✭✭✭✭
    Answer ✓
    Options

    Is it ok to assume that this is a master sheet and you are looking for the count in another sheet where you have the Associate Name column and Column for Month that will be used to check the criteria?

    If not then I would recommend creating helper formula column for month based on "Entry Date", and then create a report where you can group by the new month column and associate name, and summarize by associate name.

  • Neil Watson
    Neil Watson ✭✭✭✭✭✭
    Answer ✓
    Options

    Adding to Sameer's advice above, the formula below could be used if you would like to see the information in the sheet itself.


Answers

  • Sameer Karkhanis
    Sameer Karkhanis ✭✭✭✭✭✭
    Answer ✓
    Options

    Is it ok to assume that this is a master sheet and you are looking for the count in another sheet where you have the Associate Name column and Column for Month that will be used to check the criteria?

    If not then I would recommend creating helper formula column for month based on "Entry Date", and then create a report where you can group by the new month column and associate name, and summarize by associate name.

  • William Evans
    Options

    Yes, I have a master sheet where I will store the counts, I need to count each month how many times the associate is trained based on the Entry Date. Thanks

  • Neil Watson
    Neil Watson ✭✭✭✭✭✭
    Answer ✓
    Options

    Adding to Sameer's advice above, the formula below could be used if you would like to see the information in the sheet itself.


  • William Evans
    Options

    Thank you everyone !! That worked

Help Article Resources

Want to practice working with formulas directly in Smartsheet?

Check out the Formula Handbook template!