Sheet Summary

gdooley@jbelectric

I have a Requested Ship Date and I want to track the Month and Year that they were requested in a sheet summary. At some point I want to take that summary and put in on a Dashboard in a graph to show upper management the progress. is this possible?

This is just a few month of the work I have an entire year that I would like to summarize.

Thank you

Paul Newcome

Ah. Ok. In that case you will in fact need either multiple sheet summary fields or (preferred) a second sheet. In the second sheet you would enter your labels in one column then in another column you could use a formula such as this:

=COUNTIFS({Date Column}, AND(IFERROR(MONTH(@cell), 0) = 1, IFERROR(YEAR(@cell), 0) = 2022))

The above would give you the counts for January 2022. Adjusting the 1 for the month and the 2022 for the year in the formula will give you the counts for each month.

You would then reference this table to create your graph on the dashboard.

Paul Newcome

So if I understand correctly... You want to basically have 12 Sheet Summary fields (one for each month) and get the counts of how many rows are in each month?

gdooley@jbelectric

No, I am sorry if I did not say this correctly. I have one sheet that logs all the orders for the year and they want a graph showing each month and the number of orders that came in on each month and eventually put in a graph so show the growth or decline over the year.

Paul Newcome

Ah. Ok. In that case you will in fact need either multiple sheet summary fields or (preferred) a second sheet. In the second sheet you would enter your labels in one column then in another column you could use a formula such as this:

=COUNTIFS({Date Column}, AND(IFERROR(MONTH(@cell), 0) = 1, IFERROR(YEAR(@cell), 0) = 2022))

The above would give you the counts for January 2022. Adjusting the 1 for the month and the 2022 for the year in the formula will give you the counts for each month.

You would then reference this table to create your graph on the dashboard.

gdooley@jbelectric

Thank you! I did not have the "IFERROR" in there for the year.

Paul Newcome

Happy to help. 👍️