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    How to create reports according to the Month

    ✭✭✭✭✭✭
    in Smartsheet Basics

    Hello Everyone,

    I hope all are doing great

    I wanted to generate a report which is getting data from multiple sheets and its primary column is Months so according to the months, I am creating the report/chart.

    Now, the problem is I want to create a graph for this which shows the current month and then the next 11 months. for ex - October, November, Dec, Jan, and so on. from the report


    image.png

    either I am getting like this

    image.png

    or in this form

    image.png

    Please suggest some way to achive this.

    Let me know if more information is required

    Thanks in Advance!

    Thanks,

    Kaveri Vipat

    Senior Associate - Smartsheet Development, Ignatiuz Software

    2023 Core Product Certified

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    Answers

    • ✭✭✭✭✭

      I created something similar but daily. I wanted to use today and 7 days before today in a chart.

      What you can do is create a table and use a formula like

      =(MONTH(TODAY())

      Then =MONTH(TODAY()+1) For November

      Then =MONTH(TODAY()+2) For December

      So on and so forth.

      Then populate that table using formulas that pull data according to that specific month.

      Then use that table in your dashboard.

      Does that make sense?

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    • ✭✭✭✭✭✭

      Hi Michael Culley,

      Thank you for your answer, how you are managing for next year months? Month(Today())+3 won't work for January it will show 13, can you please suggest some way so I can get the correct next months.

      Thanks again for your Help!!

      Thanks,

      Kaveri Vipat

      Senior Associate - Smartsheet Development, Ignatiuz Software

      2023 Core Product Certified

      Did this answer help you? Show some love by marking this answer as "Insightful💡" or "Awesome❤️" and "Vote Up⬆️"

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    • ✭✭✭✭✭

      I would do:

      =IF(MONTH(TODAY()) + 3 > 12, MONTH(TODAY()) + 3 - 12, MONTH(TODAY()) + 3)

      =IF(MONTH(TODAY()) + 4 > 12, MONTH(TODAY()) + 4 - 12, MONTH(TODAY()) + 4)

      etc etc

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