check box if name matches, drop-down result is x, and date is within range

Nat

Hi formula wizards!

This is what I want to do: My sheet has a list of customer names and a column with a checkbox for each month of the year. This will be put on a dashboard to show when visits were made to each customer. I did think of adding all these columns to the contact tracker and hiding them, that's also an option - but at the moment I have it as a separate sheet in the "reports" folder.

I've gone as far as I can with the formula, but can't even get that right. Here's where I am so far:

This is for the April column, and doesn't work:

=IF(AND({contact tracker Name column},$[This sheet's Customer column]@row, {Contact Tracker Date column}>(2023,3,31)<2023,5,1),1)

I also need to add: and the drop-down for "type of contact" is "visit".

Is anyone able to work this out with me?

Paul Newcome

Happy to help. 👍️

Nat

Latest attempt, also not working:

=IF({Contact Tracker Name},$[Customer]@row, IF(AND {Contact Tracker Date},>(2023,3,31)<2023,5,1), IF(AND {Contact Tracker Type}. "In Person Meeting",1)

I think this says: "If the name on the tracker matches the name on this sheet, and the date on the tracker is in April, and the type on the tracker is "In Person Meeting", checkmark. But it's wrong.

Paul Newcome

Try an IF/COUNTIFS instead. If the countifs of rows that have a (matching customer name, a date within the range, and in person meeting) is greater than zero, then check the box.

=IF(COUNTIFS({Contact Tracker Name}, @cell = $[Customer]@row, {Contact Tracker Date}, AND(IFERROR(MONTH(@cell), 0) = 4, IFERROR(YEAR(@cell), 0) = 2023), {Contact Tracker Type}, @cell = "In Person Meeting")> 0, 1)

Nat

I would never have got to that way of doing it, but it absolutely works! Thanks so much Paul!

Paul Newcome

Happy to help. 👍️