Extracting Month and year from list of records

Tipsey

New Member
Joined
Oct 28, 2022
Messages
17
Office Version
  1. 365
Platform
  1. Windows
I have a table with 5 columns of data. The information I wish to extract is from the first three columns only though.
The first column is the date, the second is the type of survey that was completed and the third column is the number of completed surveys.

I would like to build a dynamic list showing how much of each survey was completed in each month.
But I am struggling with the formula to dynamically extract each of the months from a list of individual dates.

any help would be appreciated
 

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I am almost there...

This is getting me all of the headers that I want
=TRANSPOSE(UNIQUE(PDSTracker[Survey],FALSE,FALSE))

This is getting all of the months
=DATEVALUE(UNIQUE(VALUETOTEXT(YEAR(PDSTracker[Date])&"-"&VALUETOTEXT(MONTH(PDSTracker[Date]))&"-01")))

Now I just need to generate the proper countifs if anyone could help
 
Upvote 0
I'm not entirely sure how your data looks. If you could post a mini workbook using the xl2bb add in (link below) it would be great. At a minimum post a TABLE of some sample data so the forum can work with your information.

as far as the month calculations. If date is in column A, your date checking part of the formula could be

Date querying June 2023.

SQL:
= Date(2023,6,1)= date(year(A2:A200),month(A2:A200),1)

If column A is date as a recognizable date string, then use the DATEVALUE function,
SQL:
= Date(2023,6,1)= date(year(datevalue(A2:A200)),month(datevalue(A2:A200)),1)
(this could be shortened with the LET function as well.
 
Upvote 0

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