COUNT IF Certain Project Category, resource and in Current Month

Lauren Croft

Hi!

I am trying to create a sheet summary formula for each team member which shows the total files they have with a consultant in the current month. We generate a new sheet each month so i only need it to count after 1st of the month.

I can't even get just a basic number of all projects with consultant after the 1st of the month. This was the formula i found but its coming up as unparseable. Help please!!!

VBAGuru

I would suggest having another column with each rep listed, any name but using REP here. Not duplicated though. Then in the column after, you can just use a formula =Countifs([Project Category]:[Project Category],"With Consultant",[Assigned Resource]:[Assigned Resource],REP@Row)

I am making some assumptions with this in that you are only looking for those that categorized "With Consultant". If this is not what you are looking for, then I would need more context. If you are putting this in the summary, then replace 'REP@Row' with each persons name in Quotes and you will need a new field for each person.

Lauren Croft

Hi, Thanks for you answer.

This is on the right track, however, i only want to count the ones categorized 'With Consultant' during the current month using the 'date with Consultant' column