Forum Discussion
COUNTIFS by Month Excluding Year
My guess from what you've written is that the Pivot Table would be a far better way to accomplish the results. There are all kinds of resources on-line that can get you started if you've never used the Pivot Table.
- Here, for example, are some YouTube videos.
- And here is a website that on this page speaks of Pivot Tables, but also has lots of other useful resources.
- busymamabeeNov 10, 2022Copper ContributorI don't think a pivot would work in this case, would it? I need to be able to manually enter the Goal total, and then the difference between the goal and actual totals will update automatically. A pivot could definitely count the actual total for my columns but it can't adjust the Goals and Remaining number, can it?
- mathetesNov 10, 2022Silver Contributor
You raise a good question. Let me back up a bit. What you have shown is the end report (minus those monthly counts); what you've NOT shown is the raw data from which those monthly counts will be taken. Could you give us a glimpse of how that data is arrayed?
There may be yet another way to accomplish this, using COUNT or COUNTA and FILTER.
And there may be other ways still. [One of the delightful, if sometimes confusing, things about Excel is that there are often multiple ways to get from A to B.]
- busymamabeeNov 11, 2022Copper Contributor
I'm fine with multiple ways if I can just find one that works consistantly! It seems like every other time I try to set up a new sheet, I can't use a prior way to get to the updated information I need (because that would be way too easy, of course)
Here is the tab that I'm pulling the data from. Specifically, the dates are the ones listed in Column F (named Closed).