Hi Paul,

Thanks for getting back to me. The screenshot below is retrieved from the main file, and shows the alignment column on the left handside. The one in the middle shows the date as to when alignment has taken place, and on the right handside is a column which translates dates to quarters (these are from my company's fiscal year, so quarters will not necessarily reflect calendar quarters):

Using these 3 columns, I have created a reference table as per below:

This back end table has then allowed me to create a pie chart showing how many reachouts have been done on a specific quarter, however, it shows "aligned" vs. "non-aligned":

Whereas this is one of the insights I wanted to capture, my next objective would be to encapsulate only the aligned ones, and how many of these aligned ones have been reached out throughout each quarter, and that is where I am getting stuck. Any suggestion would be more than welcome!

Hi Paul,

Think I found the resolution for this one already, basically I will need to create a summary table for each quarter. On this table, and taking Q1 as an example, I will create a countifs formula to account for how many are showing as aligned in the first column of my previous screenshot, with a 2nd range pointing to how many of the aligned have been aligned in Q1 only. This will give me the 100% of "aligned" in Q1. Then, in order to check how many of these aligned have been reached out on that same quarter, I will create a second column, and run a Countifs formula where I will account only for the "aligned", and whether or not there is a date belonging to Q1 where a reachout has taken place.