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accounts's avatar
accounts
Copper Contributor
Jan 24, 2018

IF cell is YES, then add 1 to January based on Month Added

I am trying to create a marketing spreadsheet that shows new memberships added every month.  I have a basic form that other can fill out by adding Month added, Yes etc.  I want the formula to say:

 

If Cell D4 is "YES" Then ADD 1 to Cell X (January) based on Cell A4 (Month Added)

 

It should be simple enough, but I can't figure it out for the life of me.  In the end I want to be able to make a graph that autofills.  But that is the next step.  

 

Thank you in advance!

  • Hello,

     

    the approach is not how Excel works. You can't change a number in another cell with a formula.

     

    But you can easily count how many dates fall into January, February, etc. You can use a Pivot table or a Pivot chart, which do not require any formulas, just dragging and dropping things.

     

    Or you can use formulas like SumProduct() to total membership numbers by month.

     

    In order to give you more detailed advice, it would be good to see a workbook with your data structure.

     

  • accounts's avatar
    accounts
    Copper Contributor

    Thank you so much for your reply.  I know that I am doing this the wrong way around, and there are so many ways to do it.  I haven't worked much with tables and graphs.  I have attached a basic beginning of some fake numbers that I would want represented.  At this stage, I just want a graph that shows membership growth by months, and then I would be looking at doing another one that shows percentage of advertising. 

    • Hello again,

       

      First tip: avoid using merged cells. It makes selecting columns for formulas impossible. Instead of merging A1 to C1, unmerge, then select A1 to C1 and format them with the Alignment option "Center across selection". 

       

      You can summarize the new memberships per month in the Formulas sheet with this formula in cell B4, copied down:

       

      =COUNTIFS('Memberships 2018'!D:D,"Yes",'Memberships 2018'!A:A,Formulas!A4)

       

      in words: count all cells where Memberships!column D = Yes and Memberships!column A = the text in A4.

       

      Let me know if that helps.

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