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Helper Column|Dashboards & Charts|Excel Forum|My Online Training Hub

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Helper Column
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Charles Pierce
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June 10, 2021 - 5:06 am
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I track project for work. For example, the beginning of the month of June would be May 29th through June 28th. Everything between those dates would be counted as June projects.

 

I am a novice and have tried to do this to no avail.

 

I am more than willing to learn if someone wants to walk me through this.

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Jessica Stewart
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June 11, 2021 - 12:26 am
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Hi Charles,

We have similar cut off dates at work, I have a spreadsheet where I set the months and their cut-off in a table and used an array formula to find the months. Please see attached sheet, the array is in cell D2. This is an array formula, so you will need to enter with ctrl+shift+enter in order for it to work properly if you are working in excel 2019 or under.

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Charles Pierce
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June 14, 2021 - 11:53 pm
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Thank you. I will try it and let you know how it goes.

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Charles Pierce
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June 15, 2021 - 12:33 am
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I added that array. Still not getting the totals.rnIf you look on the Month totals tab. This is where I am trying to get it to work.rn rnThank you for helping me on this. I have been working on this in my spare time for over a year.

 

The Complete tab is where I enter the dates/

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Mynda Treacy
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June 15, 2021 - 8:46 am
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Hi Charles,

You didn't upload your file. After selecting the file, click the 'start upload' button and wait for the grey tick beside the file size to make sure it has completed uploading before posting your reply.

Mynda

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Charles Pierce
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June 15, 2021 - 11:48 pm
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Sorry about that. It wont let me upload the file it says it's to big.

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Mynda Treacy
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June 16, 2021 - 9:12 am
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Please share a link to it on DropBox or OneDrive or similar online file storage facility. Or even better, just create a small sample file that illustrates your issue.

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Charles Pierce
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June 17, 2021 - 10:36 pm
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Here is a scaled down version.

The month totals tab is were you will see the count from the complete tab.

 

I am trying to get the totals to count from the 29th to the 28th of a month. I.e 29 Dec 2020 to 28 Jan 2021 will count for all of January totals and so on.

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Jessica Stewart
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June 18, 2021 - 12:15 am
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Hi Charles!

So I took your data and in the "Completed" tab I added a new column for Month Completed, using helper data on the same sheet with your days to calculate the months in your cut-off period and updated your pivot to use that column instead of the "Date Completed" column. I hope this helps, or points you in the direction you are looking to go. 

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Charles Pierce
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June 20, 2021 - 11:51 pm
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Thank you so much.

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Matthew Jones
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July 24, 2021 - 6:50 pm
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I've been having the same problem. Thanks so much for the solution!

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