advanced formula help!

Megan Halverson

Hello!

I am trying to create an advanced type formula and am having issues.

Simple need: I want to know the platform in each quarter. The platform can be one of 5 choices. So using the summary info tab, I want to create formulas to do this. the basic logic is, If Quarter = QTR 1, count "FM - on24 - Automatic lead load".....then a new formula would be If Quarter = QTR 1, count "FM - on24 - Manual lead load"

OR I could combine it and say If Quarter = QTR 1, count any cell in the platform column that contains on24 or Certain.

More complex need: I not only want to know by quarter, but also by status. so If QTR = 1, and status = completed, count "FM - on24 - Automatic lead load"

Here is an excel view of my sheet. (it was easier to dl it for my picture) I hope what I have asked makes sense and someone out there can help me! Thank you in advance!

different criteria in another column.

Heather Duff

Hi Megan,

You could use a formula like this:

=COUNTIFS(Quarter:Quarter, "FM - Qtr 1", Status:Status, "Completed", Platform:Platform, "FM - On24 - Automatic Lead Load")

This would count everything that is marked FM - Qtr 1, Completed, and FM - On24 - Automatic Lead Load. The items I have in bold could then be changed to match the criteria you want to count.

Hope this helps! Let me know if it works for you.

Best,

Heather

Heather Duff

Hi Megan,

You could use a formula like this:

=COUNTIFS(Quarter:Quarter, "FM - Qtr 1", Status:Status, "Completed", Platform:Platform, "FM - On24 - Automatic Lead Load")

This would count everything that is marked FM - Qtr 1, Completed, and FM - On24 - Automatic Lead Load. The items I have in bold could then be changed to match the criteria you want to count.

Hope this helps! Let me know if it works for you.

Best,

Heather

Megan Halverson

Thank you so much Heather! That was exactly what I needed, my formula was just a little off!

Heather Duff

Wonderful! Glad it worked!