Count the # of times a person was assigned a specific request type task and in what month

sjohanson

Hello! I need help applying a formula to reflect the following.

Background:

We have two sheets:

1. Observe Request - Completed Client Insights

Client Insights Tracker

What we need:

1. Apply formula in the client insights tracker that pulls from the observe request - completed client insights file that shows the count (#) of request types per person
   1. Example a: For November, Erica got 1 client call request type assigned
   2. Example b: For October, Shay got 2 Reporting/data request

2. Apply formula in the client insights tracker that pulls from the observe request - completed client insights file that shows count (#) of requests submitted per month in

Thank you! Please let me know if you need more info.

Jennifer Kurtz

Hi @sjohanson,

I think you could use "COUNTIFS" here to calculate those values. It would look something like this:

1.Count by request type - "Client Call Request" for this example

=COUNTIFS({range for request type from observe request sheet}, "Client Call Request", {range for assigned named from observe request sheet}, [Analyst Name v2]@row)

If you had other conditions, such as the status needs to be complete on the observe request sheet, you could add those in as well, using the syntax, "{Criterion range}, Criterion"

2. For # requests submitted by month - November in this example…

=COUNTIFS({range for final request month from observe request sheet}, "November", {range for assigned name from observe request sheet}, [Analyst Name v2]@row

Does that help?

sjohanson

@Jennifer Kurtz Unfortunately I am getting an error. Please take a peek and let me know if you can catch the error!

Jennifer Kurtz

@sjohanson - Good morning! It looks like you're missing the range for your analyst piece.

The syntax for the COUNTIFS formula is =COUNTIFS(Range1, Criterion1, Range2, Criterion2…

You've got the range for the "Observe Request," and the criterion defined as "Client Call Request."

You need to add the second range for the analyst - and then the formula should look for the [Analyst Name v2]@row you've defined. :)

Does that help?

(One tip that helps me, too — you can name those ranges anything you like! I like to keep mine on the shorter side, and include enough in the name so i remember what it's referring to. Everybody does it differently, though!)