Multi Step Formula - Monthly Counts


I'm trying to create a metric sheet that looks at multiple values, and records that info in a cell each month.

If I have 5 members join membership A, in October 2020 it would count the member type + number of members in the month of October 2020. Once I nailed down the proper formula I would apply it starting Jan 2019.

I was thinking a COUNTIFS would be the way to go, but I'm not able to figure out the year component. This is what I have so far:

=COUNTIFS({ERG MEMBERSHIP SHEET Able}, true, [{ERG MEMBERSHIP Joined Date}, 12 / 0 / 2020])

I assume it's the date portion I have incorrect. Any suggestions?


Best Answer


  • Monica Gallegos

    Hi David

    Thanks for that feedback! The adjustment you provide worked well. I also added in the year and sharing the final formula incase someone out there needs it.

    =COUNTIFS({ERG MEMBERSHIP SHEET Able}, true, {ERG MEMBERSHIP Joined Date}, MONTH(@cell) = 10, {ERG MEMBERSHIP Joined Date}, YEAR(@cell) = 2020)

    Thanks again!

  • David Tutwiler
    David Tutwiler Overachievers Alumni

    No problem. Glad it is working.

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