How can I use COUNTIFS to get a count of projects and filter by date?

Dates can be used, but your syntax is a bit off. Try this instead:

=COUNTIFS([Project State]:[Project State], @cell="Completed", [Planned Finish]:[Planned Finish], AND(@cell >= DATE(2023, 02, 01), @cell <= DATE(2024, 01, 31)))

Hello,

I would create three helper columns, Month, Quarter and Year. I utilize the end date in my project plans:

Month - =MONTH([End Date]@row)

Quarter - =IF(OR(Month@row = 1, Month@row = 2, Month@row = 3), "Q1", IF(OR(Month@row = 4, Month@row = 5, Month@row = 6), "Q2", IF(OR(Month@row = 7, Month@row = 8, Month@row = 9), "Q3", IF(OR(Month@row = 10, Month@row = 11, Month@row = 12), "Q4", ""))))

Year - =YEAR([End Date]@row)

By doing this you have the information in the back end that you can utilize whenever needed. It makes it easier for reporting. You can then hide it so others don't see it.

You can now pull a report based on the appropriate status and year.

@Leroy Noriega You don't need to pull out the month and year into separate columns. You can use the MONTH and YEAR functions inside of whatever other function you are using. An example to count for all dates in Jan 2024 would be

=COUNTIFS([Date Column]:[Date Column], AND(IFERROR(MONTH(@cell), 0) = 1, IFERROR(YEAR(@cell), 0) = 2024))

You can also simplify your quarterly formula (assuming you are using calendar year quarters) like so:

="Q" + ROUNDUP(MONTH([Date Column]@row) / 3)