Formula to Count with multiple sheet references
So I am understanding COUNTIFS can only reference one sheet per "=COUNTIFS". I have 3 sheets (Appointments, Install, and Completed Install) that I want to pull data from in a count to get a closing percentage for our sales staff.
I am wanting to figure out the time it takes for a customer to go from scheduled appointment to Sold and develop things like closing percentages etc. How would I do based on a reference like Customer# which is on all sheets?
Basically a formula to look at the appointment date and customer number from "appointment sheet" and look at the sold date and customer# from the "install sheet" and "completed sheet"?
This would allow data to pull for things like closing percentage within 30days, 60days, etc...
Best Answer
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Happy to help!
Here's some more information that hopefully helps.
= INDEX({ColumnWithTheValueYouWantToShow}; MATCH(CellThatHaveTheValueToMatch@row; {ColumnWithTheValueToMatchAgainsTheCell}; 0))
Depending on your country/region, you'll need to exchange the comma to a period and the semi-colon to a comma.
Did that help/work?
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Answers
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Hi @Travis Ryan
I hope you're well and safe!
I'd recommend using INDEX/MATCH and so-called helper columns to collect from all sheets to the main and then do the calculations as needed there.
Make sense?
Would that work/help?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Thank you for the reply. I will have to plead ignorance unfortunately with index and match formulas. I have been reading and trying to understand them. What helper column information would I pull and how?
I have been trying to pull a column of customer#s where that rows appointment date is this year. I cant get that to work at all. I may not be understanding what helper columns you are talking about.
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Happy to help!
Here's some more information that hopefully helps.
= INDEX({ColumnWithTheValueYouWantToShow}; MATCH(CellThatHaveTheValueToMatch@row; {ColumnWithTheValueToMatchAgainsTheCell}; 0))
Depending on your country/region, you'll need to exchange the comma to a period and the semi-colon to a comma.
Did that help/work?
✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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