Average if date falls in a month and contains certain text

B Young

Still learning average formulas! Trying to come up with a formula to average the number of items where the despatch date is in a certain month (ie January - not of a particular year but all January's) and if another column contains certain text. So it will average the number of items in January if the country column is Asia/Pacific.

Paul Newcome

You are first going to need to insert a text/number column (called "Year" in this example) into the sheet containing the source data and use this column formula:

=IFERROR(YEAR([Date Column Name]@row), "")

Then in the sheet where you want your averages, we would use this:

=IFERROR(COUNTIFS({Source Sheet Date Column}, IFERROR(MONTH(@cell), 0) = 1) / COUNT(DISTINCT(COLLECT({Source Sheet Year Column}, {Source Sheet Date Column}, IFERROR(MONTH(@cell), 0) = 1))), 0)

The above will work for January. For other months, simply change both 1s to the appropriate month number you are wanting to get the average for.

Bassam Khalil

Hi @B Young,

Here's a step-by-step solution for your problem:

1- Create Helper Column "Month" and use column format formula to calculate the month for each row as following:

=MONTH([Dispatch Date]@row)

2- to calculate the Average using your criteria (average the number of items in January if the country column is Asia/Pacific.) use the following formula :

=SUMIFS(Items:Items, [Dispatch Date]:[Dispatch Date], MONTH(@cell) = 1, Country:Country, @cell = "Asia/Pacific") / COUNTIFS(Country:Country, @cell = "Asia/Pacific", Month:Month, 1)

the following is a screen shot for the sample :

B Young

Thank you for your reply, I should have mentioned that I'm referencing another sheet, and what I didn't make clear was the number of items is really the number of rows. There is one item per row. Can you help further on that?

Paul Newcome

So you want an average number of rows for January across all years, so that if you had 20 rows in January 2024 and 30 rows in January 2023, the output would be 25?

B Young

Yes that's correct - but also only wanted to average them if the country column contains Asia/Pacific.

Paul Newcome

How many different years will you have in the source sheet?

B Young

Earliest year is 2019 and it has continued since then, so there are 6 years so far.

Paul Newcome

You are first going to need to insert a text/number column (called "Year" in this example) into the sheet containing the source data and use this column formula:

=IFERROR(YEAR([Date Column Name]@row), "")

Then in the sheet where you want your averages, we would use this:

=IFERROR(COUNTIFS({Source Sheet Date Column}, IFERROR(MONTH(@cell), 0) = 1) / COUNT(DISTINCT(COLLECT({Source Sheet Year Column}, {Source Sheet Date Column}, IFERROR(MONTH(@cell), 0) = 1))), 0)

The above will work for January. For other months, simply change both 1s to the appropriate month number you are wanting to get the average for.

B Young

Thank you Paul!

Paul Newcome

Happy to help. 👍️