Report for monthly data

Desertbird

I have a bunch of sheets with the same format assigned to each person on my team, one of those columns is the date and completed column. Is there a way to combine each sheet's data to report how many were completed for each month? When I try to set it up I put the date in the group but it breaks out every day, not a month to month breakdown. Is there a way to show this in reports?

Ryan Sides

You can create a helper column in each sheet that displays the month from your date.

=month([Field Name with date in it]@row)

Then add that as a summary field on your report.

Desertbird

https://community.smartsheet.com/discussion/comment/346917#Comment_346917

That sounds like it will work, but is there a way for it to say the month rather than the number of the month? I'm trying to avoid making additional sheets for it to reference but I may need to do that

Ryan Sides

@Desertbird

Sure thing!

=IF(MONTH(Date@row) = 1, "January", IF(MONTH(Date@row) = 2, "February", IF(MONTH(Date@row) = 3, "March", IF(MONTH(Date@row) = 4, "April", IF(MONTH(Date@row) = 5, "May", IF(MONTH(Date@row) = 6, "June", IF(MONTH(Date@row) = 7, "July", IF(MONTH(Date@row) = 8, "August", IF(MONTH(Date@row) = 9, "September", IF(MONTH(Date@row) = 10, "October", IF(MONTH(Date@row) = 11, "November", IF(MONTH(Date@row) = 12, "December"))))))))))))

Did that work for you?

Ryan