Formula for meeting two criteria and a certain date

Steve S
Steve S ✭✭
edited 12/09/19 in Smartsheet Basics

I have a Date Column formatted as such [01/01/19 3:59 PM]

I have a "Request Type" column which has 3 different request types. (SCHCOM, GSA and OFC MGMT)

I need a formula to show how many requests by type by month. 

How many of each request type came into the sheet in Jan, Feb, Mar. etc.....

I tried a few different versions of a formula but was not successful. 

Anything you can suggest to get me going in the right direction would be appreciated. 



  • Nic Larsen
    Nic Larsen ✭✭✭✭✭✭

    This should give you the format to use to count for January. Update the = 1 to 2, 3, and so on for each month you want to account for: 

    =COUNTIFS([Request Type]:[Request Type], "SCHCOM", [Date1]:[Date1], IFERROR(MONTH(@cell), 0) = 1)

    =COUNTIFS([Request Type]:[Request Type], "GSA", [Date1]:[Date1], IFERROR(MONTH(@cell), 0) = 1)

    =COUNTIFS([Request Type]:[Request Type], "OFC MGMT", [Date1]:[Date1], IFERROR(MONTH(@cell), 0) = 1)

    You'll also need to update the ranges for your own. 

  • Steve S
    Steve S ✭✭

    I have tried (what I believe) is every possible combination and I cant get it to work. Thanks for trying. I will go back to the formula board search tomorrow. 


  • Nic Larsen
    Nic Larsen ✭✭✭✭✭✭

    Do you want to share a screenshot of your sheet or make a copy of it and share it? Maybe i can troubleshoot it. 

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi Steve,

    To add to Nic's excellent formula.

    I'd recommend adding a MonthNumber Helper column where you can add 1-12 and then you can reference it in the formula instead of manually updating the number for all the metrics that you need.

    Hope that helps!

    Have a fantastic week!


    Andrée Starå

    Workflow Consultant @ Get Done Consulting


    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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