Creating a COUNTIFS formula to record number of quotes provided by a salesperson in a calendar month

Hello! When using COUNTIF formula in a summary sheet (referencing another sheet) to show number of jobs quoted per salesperson, as follows:

=COUNTIF({ASSIGNED TO}, [Primary Column]6) ..... where Primary Column shows the name of the salesperson

How would you write a COUNTIFS formula to read the Date Quoted column as well to display only quotes within a calendar month?

Thanks for your help!!

Answers

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    You would follow the same pattern and include the range that contains the dates and the date criteria. The below is for June of 2020.

    =COUNTIFS({ASSIGNED TO}, [Primary Column]6, [Date Column]:[Date Column], AND(IFERROR(MONTH(@cell), 0) = 6, IFERROR(YEAR(@cell), 0) = 2020))

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