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How to create a formula to pull the first part of an order number into an adjacent column
Hello! I am struggling to create a formula to pull the first part of an order number (our internal agency numbers) into a separate column so I can see how much each agent sends in each month. Screenshot of the order number below:
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IF Statement to Display Symbols
Formula variable question for an IF Statement. Ok I have 5 columns (see screenshot below). This formula will be added to the one on the far right (Certification Complete). Now I would like to assign a value to each to trigger the symbol that will display. Basically the way it works is that all 5 columns are required, if…
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VLOOKUP and dropdowns
Hi! I'm trying to return a date from a VLOOKUP but the search is in a dropdown. It is saying no match despite the name being in the sheet. Does my information have to switch out of a dropdown for this function to work?
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INDEX MATCH Formula help
Hi I'm looking for help with a formula. I've gotten some of it written but I'm missing something. I have a "Mastersheet" where my form responses are held. Then depending on the form originator the row is copied to a new sheet. The new sheet will be where tasks are worked on and completed. I have a "Record Closed Out?"…
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Calculate first working day of a month
Hello I need 2 formulas please to calculate (1) the first working day of a month So - 1 December 2024 is on a Sunday, I want the returned date to be 2 December 2024. 1 November 2024 is on a Friday, I want returned date to be 1 November 2024. (2) the first Thursday of a month So for December 2024, the returned date should…
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Index Collect criteria with MAX latest date
Hi, I've been hitting myself over the head for not 'getting' it, I think i'm doing the correct thing, but obviously since I'm reaching out, I am NOT ;) If you would be so kind, please enlighten me on my error. In a sheet summary I'm trying to do the following: =INDEX(COLLECT(ReportSummary:ReportSummary;…
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Countifs date is this month and a day of the month
Hello all, I am using the formula to count from a list of dates in another sheet to find all entries that are from this month. =COUNTIFS({Date}, IFERROR(MONTH(@cell ), 0) = MONTH(TODAY()), {Bay}, Bay@row) I would like it to also register if it is the 1st of the month (for the column named 1st) and the 2nd of the month (for…
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Subtract Invoice amount from Total based on Status, in Parent-Child relationship
Hi all, I am new to create sheets, but I am trying to create a solution to track forecasted invoices that need to be sent out. I want to put each invoice total separately and when the status is marked as "Complete" I would like to have it subtracted from the Contract Amount to show the Contract Balance. I set it up so the…
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Is there a way to use Automation to update a Duration column?
I have a helper column currently that checks to see if a task is required or not, and I want to set my duration to 0d if it is not required. Right now, I am doing this manually as I can't see a way to get automation to update a Duration column using the "Change a Cell Value" option. Is there a way to do this via Automation?
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Rolling 12 month column chart
I have a column chart as seen below: The summary sheet i use as the data source is formatted as below: I used a summary sheet instead of a summary report as it gives me more options to manipulate the data, but also structure it correctly in terms of month order. The months and years will have to manually be inputted and…