We are using the COUNTIFS function to generate a count. The first column of the summary table (F) is a date for the first of each month in 2015. To generate a total count per month, we need to supply criteria that will isolate all the issues that appear in each month. Since we have actual dates in column F, we can construct the criteria we need using the date itself, and a second date created with the EDATE function. These two criteria appear inside COUNTIFS like so: Roughly translated: “dates greater than or equal to the date in F5 and less than the date in F5 plus one month”. This is a convenient way to generate “brackets” for each month based on a single date. When the formula is copied down column G, COUNTIFS generates the correct count for each month. Note: if you don’t want to see full dates in column F, just apply the custom date formats “mmm” or “mmmm” to display the month names only.
With Priority
To generate a count by priority, we need to extend criteria. The formula in H5 is: Here we’ve added an additional criteria, the named range priorities paired with H4 for the criteria itself. In this version of the formula, we get a count by month broken down by the priority, which is picked up directly from the header in row 5. This formula uses both mixed references and absolute references to facilitate copying:
Pivot table approach
A pivot table is a good alternative solution to this problem. In general, pivot tables are easier and faster to set up when data is well-structured.
Dave Bruns
Hi - I’m Dave Bruns, and I run Exceljet with my wife, Lisa. Our goal is to help you work faster in Excel. We create short videos, and clear examples of formulas, functions, pivot tables, conditional formatting, and charts.
