Count Summary Formula Question

BreAnn East · 03/22/23

Hello,

Can anyone tell me what formula I would use if I want to count certain criteria based on criteria in another column?

I want to be able to add tiles to my dashboard the number of internal and client meetings based on if the client confirmed.

I have a column for Confirmed by client - Yes/No

I have another column for Meeting Type - Internal/Client

I know I can just count Internal/Client meetings based on one column but I'd rather be able to include all details when I add the meeting to the sheet and not when that meeting is confirmed by client.

What formula would I use in the Sheet summary?

Peggy Parchert · 03/22/23

@BreAnn East -

Something like this?

Formula for Sheet Summary:

Confirmed: Internal

=COUNTIFS([Confirmed by Client]:[Confirmed by Client], "Yes", [Meeting Type]:[Meeting Type], "Internal")

Confirmed: Client

=COUNTIFS([Confirmed by Client]:[Confirmed by Client], "Yes", [Meeting Type]:[Meeting Type], "Client")

Jeff Reisman · 03/22/23

https://community.smartsheet.com/discussion/comment/368438#Comment_368438

In this case, you have an extraneous set of parentheses:

Jeff Reisman · 03/22/23

@BreAnn East Let me see if I understand what you're trying to count:

Total Client Meetings that are confirmed

Total Client Meetings confirmed or unconfirmed

Total Internal Meetings that are confirmed

Total Internal Meetings confirmed or unconfirmed

Is that right?

BreAnn East · 03/22/23

https://community.smartsheet.com/discussion/comment/368391#Comment_368391

Hi Jeff,

It isn't working. Can you tell me what I need to change in my formula?

=COUNTIFS([Confirmed by Client]:[Confirmed by Client], "Yes", ([Meeting Type]:[Meeting Type], "Internal"))

BreAnn East · 03/22/23

I am looking to set up 2 different counts

1 for confirmed client meetings

1 for confirmed internal meetings

both based off of the confirmed with a yes in Confirmed by Client

BreAnn East · 03/22/23

@Jeff Reisman