Countif formula?

Brian Carlton

Trying to create this sheet for a medical office that gets referrals from multiple sources. This works on excel but having a hard time getting the formulas to work on smartsheet.

I'm assuming that I use the countif formula but not sure it there is a better way. I want to count the number of referrals from each source for each month and grand total and show it on the dashboard. Sorry I just started with smartsheet and trying to figure it out.

Paul Newcome

For the Grand Total, you would use something along the lines of...

=COUNTIFS(Customer:Customer, [Column3]@row)

For each month (change bold portions to appropriate month and year):

=COUNTIFS(Customer:Customer, [Column3]@row, [Order Date]:[Order Date], AND(IFERROR(MONTH(@cell), 0) = ##, IFERROR(YEAR(@cell), 0) = ####))

Paul Newcome

For the Grand Total, you would use something along the lines of...

=COUNTIFS(Customer:Customer, [Column3]@row)

For each month (change bold portions to appropriate month and year):

=COUNTIFS(Customer:Customer, [Column3]@row, [Order Date]:[Order Date], AND(IFERROR(MONTH(@cell), 0) = ##, IFERROR(YEAR(@cell), 0) = ####))

Brian Carlton

Thank you so much!! I got the grand total down now working on the months.,

Paul Newcome

Happy to help! 👍️