I'd like to pull numbers of how many active contracts are up for renewal each month in 2024.

I have a master contracts spreadsheet with (in addition to many other columns, but these 2 are what I need to filter):
-An expiration dates column
-Dates are formatted as: 28-Feb-24
-A column indicating active/inactive

Goal is to use data to create similar chart.

Hopefully that makes sense!

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In your database*, create a new column that will be: =DATE(YEAR(expiration_date),MONTH(expiration_date),1)

<this creates a new date, which will be always the first day of the month & year of the expiration date - you can format as MM-YY if you want>

In a new tab, create a table that has:
1. A list of unique month & year that you want to have in your chart (you can use =SORT(UNIQUE(new_column))
2. Count how many active contracts exists for each month & year by using =COUNTIFS(new_column,adjacent_cell,active_column,indicator)

That's it

Legend:
new_column = the column with the first day of the month & year from the expiration date column
adjacent_cell = the month&year from the first column of your new table
active_colum = the column where you have what is active/not active Keys
Indicator = whatever indicator you have for an active contract (if it's the word active, use "active"; if it's the number 1, use 1; and etc.)

* you don't need to actually create a new column

P.s.: if by "date is formatted as" you meant "date input as text, with the format"; you can use =DATEVALUE() to change that to a numerical text that can be recognized by Excel/sheets

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Success! Thanks!

Note: the spreadsheet is in sheets for department collaboration. I can usually figure out Excel formulas in sheets, but if you have a sheets version of what I need, even better!

Here you go.

Step1. Standardize your expiration dates to make them easier to count. There's a number of ways to do this, but I use EO month to transform every date to the last day of that month.

Step 2. Build a summary table

Step 3. In that Summary table, reformat the date how you want it to be shown in the chart. No need for two date columns, but wanted to show you what I mean by reformatting.

Step 4. Create chart.

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